Experience Inc. Jobs

Job Information

Compeer Financial ProPartners Financial - Program Client Representative in Saint Paul, Minnesota

Who We Are: ProPartners Financial (PPF) is the largest provider of credit programs for the direct sellers of crop inputs and seed in the United States. With access to strong and stable funding through the Farm Credit System, the highest-rated ag lender in the country, PPF provides solid financing options for agribusinesses selling directly to producers to finance crop input and seed purchases. PPF has operations centers located in St. Paul, MN, and Bloomington, IL, and is proud to provide custom, private-label programs to many of the largest retailers in the ag retail space today. ProPartners Financial is a part of the Farm Credit System, a nationwide network of borrower-owned lending institutions and specialized service organizations. The Farm Credit System provides loans, leases, and related services to farmers, ranchers, rural homeowners, aquatic producers, timber harvesters, agribusinesses, and agricultural and rural utility cooperatives and has more than $320 billion in assets. Please note that the recruiting and hiring process is coordinated by the human resources department at Compeer Financial, one of our owners. Position Overview: This position provides high quality client service to support the effective delivery of credit products and services to current and prospective dealer clients for their customers. Essential Functions: * Gathers or seeks clarification when required from dealers to complete loan applications from dealer's customers. * Coordinates, reviews, and determines documents needed for transactions to perfect ProPartner's program requirements. * Coordinates, reviews for acceptance, and tracks the compilation of documents needed for loan originations or renewals. * Works within system designed workflows and accurately processes customer loan requests in accordance with dealer specific sales finance programs. * Scans and indexes documents into archival system and workflows. * Promotes loan processing efficiency by processing customer loan applications from all ProPartners Financial dealer relationships regardless of dealer affiliation. * Provides support and works closely with PPF credit team by coordinating information gathering and dealer communication for underwriting larger loans. * Works closely with ProPartners Financial relationship management team members to meet client needs in the origination or renewal of transactions including new loans and servicing actions for existing loans. * Provides exceptional service and a consistent client experience to all clients and customers that aligns with the mission and vision of ProPartners Financial. The client contact may be by phone, email, and face to face visits. Client or customer requests may entail processing loan applications, loan servicing requests, calculating loan payoffs, verifying loan balances, providing guidance and answers to online banking questions, and answering general dealer program questions. * Works closely with dealers to onboard new dealers or new dealer representatives. Provides dealer training for loan application, documentation requirements and new technology. Additional dealer training may include using dealer extranet, submitting loan requests using on-line loan applications, obtaining electronic signatures, using loan funding applications, and other ProPartners credit delivery processes and tools to support client experience. * Engages with ProPartners Financial relationship team and clients to gain in-depth knowledge of dealer finance programs. Aligns dealer program criteria with PPF technology and system brand account configuration to support client experience. * Assists clients in account maintenance corrections. Interacts and coordinates with ProPartners Financial loan accounting team to correct transactions and maintenance account records. * Actively promotes ProPartners Financial (PPF) credit delivery products and services to enhance the client relationship and client efficiency. Consistently identifies and assesses c