Responsibilities
- Provides input and analysis that supports strategic planning strategy, loan product development, and process enhancements for the Agri-Access business unit.
- Identifies and collaborates on opportunities for product innovation and product enhancements.
- Drives systems, process and training support and collaborates with Business Technology and Client Interface to identify technology challenges and opportunities that impact operations.
- Acts as the liaison to assist in analyzing user’s business needs, identifies and integrates data from various sources and develops the best means to publish the information to team members.
- Leads the communication regarding Agri-Access systems and process performance to aid management strategy and decision-making.
- Leads and / or guides the loan product planning including collaborating on the product roadmap and product development as well as new production development and implementation.
- Researches best practices and new developments with the ag and financial market.
- Uncovers opportunities, gaps, and issues stemming from product/service offerings, sales processes, sales tools, and operational processes.
- Partners with sales, leadership, and client facing teams to understand the process and research needs.
- Researches best practices and new developments from system partners, industry competitors and other sales driven businesses.
- Performs comprehensive research on all viable solutions to issues or opportunities.
- Collaborates with leadership and other stakeholders (internal and external) to insure awareness and adherence to key changes and impact to client acceptance / experience and stakeholder profitability.
- Serves as the lead subject matter expert on the product.
- Collaborates with BT, Business Process Improvement and Client Interface team to identify, evaluate, and implement technologies or process improvements to enhance operating efficiencies, promotes standardization, improve sales and/or enhance client experiences.
- Coordinates and supports various technology integration and improvement efforts to support product delivery.
- Works directly with external vendors and internal technology resources to develop or enhance product delivery.
- Collaborates with BT and Business Process Improvement team on projects that advance and improve processes and delivery.
- Coordinates enrollment process for all new loan and lease partners including collaboration with leadership and sales surrounding the design of the process
- Supports execution on the purchase of seasoned loan pools.
- Monitors the development and testing of system processes, document flow, and site functionality.
- Troubleshoots client and internal team member issues and escalates to other business departments.
- Collaborates with Business Technology to provide business insights to internal technology enhancement projects.
- Coordinates with BT on new technology rollouts; sets and communicates expectations, best practices, and training.
- Answers questions and responds to the needs of the sales and services team.
- Logs issues with data delivered by the automated systems.
- Compiles feedback on systems and processes to share with the team to discuss suggestions and/or solutions to enhance the client experience.
- Works with leadership to identify key metrics and deliver actionable data analysis to understand and maintain focus on specific data needs.
- Acts as the data owner for Agri-Access while tracking and monitoring relevant product metrics and KPIs.
- Evaluates and implements corrective action as needed.
- Develops and supports data analysis frameworks to enable necessary Agri-Access reporting on a daily, weekly and monthly basis.
- Works with multiple areas of the business to ensure data accuracy and troubleshoot issues.
- Develops and manages dashboards that are utilized to analyze data to measure and understand business performance.
- Performs ongoing assessment of analytics tools and dashboards to assess usability, efficiency and adoption based on user.
- Promotes data integrity and enhancements of internal process flows.
Requirements
- Bachelor’s degree in business administration, finance, computer science or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
- Minimum of 3 years financial services and technology support experience in a financial institution, preferred.
- Advanced listening, written and verbal communication skills, with ability to communicate at all levels of the organization.
- Strong computer skills, including MS Office applications and customer relationship management (CRM) programs.
- Advanced analytical skills with attention to detail.
- Ability to effectively work with mid and senior level managers, marketing, technical team members, and production managers to develop long term strategic relationships.
- Must be analytical, have strong technical skills while being a strong communicator to non-technical team members.
- Advanced problem-solving skills and ability to implement new ideas and influence others to produce better decisions, self-motivated with the ability to work independently.
- Ability to adapt to change and balance competing demands with a positive attitude.
- Valid driver’s license.
Benefits
- Hybrid model – up to 50% work from home
- Flexible schedules including ample flexibility in the summer months
- Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match)
- Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP
- Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off
- Learning and development programs
- Mentorship programs
- Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.)
- Professional membership/certification reimbursement and more!
Work Arrangement
Hybrid
Additional Information
- Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs.
- Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.
