Partner Lending Coordinator Job at Compeer Financial, Sun Prairie, WI

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  • Compeer Financial
  • Sun Prairie, WI

Job Description

Empowered to live. Inspired to work.
Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally.

How we support you:

  • 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!


Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs.

To learn more about Compeer Financial visit

Where you will work: This position offers a hybrid work option (up to 50% remote) and is open to any Compeer office location in Illinois, Minnesota and Wisconsin.

The contributions you will make:

This position plays a critical role in supporting the success of the Partner Lending team by coordinating and facilitating the day-to-day operations of correspondent relationships and partner loan transactions. Key responsibilities include managing loan documentation, tracking application progress, coordinating communication among stakeholders, and ensuring compliance with internal and regulatory requirements. The incumbent supports the entire loan lifecycle-from application through closing-ensuring timelines are met and all parties are aligned. Serves as a key liaison between internal lending teams and external partners, to ensure a seamless, efficient, and accurate lending process.

A typical day:

  • Acts as a liaison between partners and Compeer Underwriting and Processing teams.
  • Reviews applications submitted by partners to ensure all required information is filled out, and the appropriate supporting documentation required to make a credit decision is included.
  • Responds to client inquiries including questions on specific loans in process, general processes and guideline inquiries.
  • Works to Onboard new prospects and clients using our approved internal process which includes the use of SharePoint, Salesforce, Encompass, and TPO Connect.
  • Works with Partner Loan Officers on Loan Origination System access and training.
  • Communicates with Partner Loan Officers frequently via phone or email regarding loan status, finding an appraiser, program updates, process updates, rate questions etc.
  • Escalates identified issues to Relationship Managers to address and alleviate.
  • Works with Relationship Managers to create and update marketing materials.
  • Maintains cross functional collaboration with System Admins, Credit, Appraisal, and Closing department.


The skills and experience we prefer you have:

  • Associate'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.
  • Intermediate-level experience in lending, with direct client experience, preferably in sales, training, servicing or other related function.


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How we will take care of you:

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.

Base Pay

$56,400 - $80,200 USD

Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time.

Job Tags

Temporary work, Work experience placement, Summer work, Casual work, Internship, Seasonal work, Work at office, Remote work, Work visa, Flexible hours,

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