Responsibilities
- Develops and supports programs targeting manufacturers, regional cooperatives, and/or large agribusinesses with retail affiliates.
- Tracks progress of leases until the transaction is denied or totally funded and the lease is closed.
- Increases the close rate between approved leases and closed leases. Provides quotes from published pricing schedule.
- Maintains focus on delivering high quality client service to internal and external clients while balancing the need to maintain sound credit/leasing administration.
- Manages stock and specific lease transaction issues.
- Educates lending team members on advantages of lease products.
- Manages third party vendors as necessary.
- Oversees portfolio management activities including lease renewals, account monitoring, client retention, and portfolio growth strategies.
- Supports fleet leasing management through scheduling, lifecycle coordination, reporting, and operational oversight.
- Assists with leasing-related projects and process improvement initiatives.
- Supports Senior Leasing Specialists with day-to-day responsibilities including documentation, transaction processing, pricing support, and client follow-up.
- Aggressively markets leasing and related services, establishes new market relationships which contribute towards attainment of goals and business objectives.
- Maintains a prospect file, establishes ongoing prospecting plans and activities, and develops and maintains a commitment to individual sales goals.
- Partners with Core Markets-Lending team members to bring “value added” products to clients.
- Responsible for sales closings, positive client relations, and generally contributing to the Compeer image as the leading financial institution committed to borrowers.
- Continuously builds on industry knowledge as a leasing and agricultural business resource to clients.
- Provides internal client support in leasing education and supporting lease marketing efforts.
Requirements
- Valid driver’s license.
Nice to Have
- Bachelor’s degree in business administration, banking, legal, agriculture or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
- 3+ years of related experience in a lending environment, agricultural credit, sales/marketing or equivalent.
- Bachelor’s degree in business administration, finance, agribusiness or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
- Strong working knowledge of all phases of leasing management, policies, practices, procedures and programs.
- Strong knowledge of current industry standards and best practices.
- Proven client service and effective team skills.
- Understanding of Compeer lease terms offered to fleet lease clients.
- Strong listening, written and verbal communication skills, with ability to communicate at all levels of the organization.
- Strong problem solving, decision making and organizational skills.
- Strong computer skills, including MS Office applications (Word, Excel, Outlook, etc.), with an understanding of, and ability to use, related industry business/financial applications.
- Flexible and adaptable to changing situations.
- Proven ability to work with a wide variety of clients.
- Organizational and interpersonal client service and team skills.
- Ability to effectively prioritize; work independently as well as work with others in a team environment with minimal supervision.
- Focus on complex clients with more highly involved needs.
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
- Significant travel is required.
