Sr Inside Sales Rep

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Job Summary:

Compeer Financial is a member-owned cooperative that provides financial services to support agriculture and rural communities. The Sr Inside Sales Rep will play a critical role in the digital lending strategy, serving as the primary loan originator and relationship manager for small agricultural clients, guiding them through the lending process and ensuring a seamless client experience.

Responsibilities:

• Serves as the primary loan originator for small clients, guiding them through digital loan applications, renewals and new money requests.

• Recommends appropriate loan structures, terms and products based on client needs and credit parameters.

• Collaborates with credit partners and accurately prepares documentation in systems like Blend, nCino and Salesforce. Ensures timely and compliant processing of all credit requests.

• Acts as the ongoing relationship manager for assigned clients, handling inquiries, resolving issues and identifying growth opportunities.

• Proactively engages with clients to support evolving financial needs and recommends additional services when appropriate.

• Partners with internal business units (e.g., crop insurance, tax & accounting) to support a holistic client experience.

• Maintains accurate records of client interactions, loan activity and service follow-ups.

• Responds to inbound marketing leads and online loan applications, providing timely outreach and needs assessment.

• Conducts follow-up through phone and email to convert digital leads into funded opportunities.

• Supports focused campaigns during key lending or seasonal cycles to drive cross-sell and upsell activity.

• Collaborates with Marketing and other Business Units to ensure lead handoffs and campaign execution are seamless and effective.

• Ensures all client and prospect communications reflect Compeer’s brand, tone and service standards.

• Stays current on Compeer’s lending products, pricing, eligibility criteria and competitive advantages.

• Communicates credit and product knowledge clearly to clients in a consultative manner.

• Works closely with Credit, Marketing and Operations teams to continuously improve digital workflows and client satisfaction.

Qualifications:

Required:

• Associate’s degree in business administration, finance, economics, agribusiness or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job.

• Minimum 7 or more years experience in lending, banking, or digital client service required.

• Knowledge of federal and state (Illinois, Minnesota, and Wisconsin) laws, regulations and compliance requirements specific to the financial industry and Farm Credit.

• In-depth understanding of industry regulations and compliance standards related to loan origination and risk management.

• Comprehensive knowledge of loan products, credit concepts and financial services with the capability to explain complex details and terms clearly to clients.

• Demonstrated success in lead generation, including proactive outreach through calls, emails and client engagement.

• Strong analytical skills for documenting client interactions and preparing detailed reports to support data-driven leadership decisions.

• Proven problem-solving skills with a proactive approach to client service and addressing needs.

• High level of self-motivation and resiliency in order to complete demanding objectives for prospective and existing client interactions.

• High attention to detail with strong organizational skills to manage multiple client interactions and follow-up tasks efficiently.

• Ability to collaborate effectively with cross-functional teams and contribute to achieving organizational goals.

• High level of integrity. Flexible and adaptable to changing situations. Ability to remain objective in balancing business needs and risk.

• Exceptional communication and relationship-building skills in a virtual environment.

• Organized, detail-oriented and skilled at managing multiple client relationships and loan processes concurrently.

• Proficiency in Microsoft Office; familiarity with Salesforce, Blend and nCino is a plus.

Preferred:

• Prefer Bachelor’s degree in related field.

Company:

Compeer Financial offers loan, rental, risk management, and other financial services to 144 counties in Illinois, Minnesota, and Wisconsin. Founded in 1916, the company is headquartered in Aledo, Illinois, USA, with a team of 1001-5000 employees. The company is currently Late Stage.