What are the responsibilities and job description for the Data and Reporting Administrator position at Compeer Financial?
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)
- 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. Diversity & Inclusion Council, emerging professional groups, etc.)
- Professional membership/certification reimbursement and more!
To learn more about Compeer Financial visit www.compeer.com/careers. Please note, interns/casual/seasonal team members may not be eligible for the full range of benefits offered.
Where you will work:
This position offers a hybrid work option up to 50% remote and is based out of the Rochester, MN or Onalaska, WI office locations, or any Compeer office location in Illinois, Minnesota and Wisconsin.
The contributions you will make:
This position manages department and organizational reporting and follow up to assist in formulating data to assist leadership in determining strategic direction for the department, ensure adherence to organizational lending requirements, to understand industry best practices and performance against industry norms, and to provide exceptional client service for the life of loan. The incumbent provides accurate and timely audit and reporting of legal, servicing, and compliance requirements for the purpose of identifying training needs and opportunities for enhancements. Ensures loans are being completed in accordance to program and investor requirements, as well as Farm Credit Administration, State and Federal regulations and policies.
A typical day:
- Efficiently reviews samplings of Compeer Home loan files for compliance, completion, and accuracy regarding Farm Credit Administration Regulations, Federal Lending Laws, as well as Portfolio, Freddie Mac and Farmer Mac investor requirements.
- Coordinates loans to review with the 3rd Party QC Vendor, TENA. Reviews findings and assigns grades.
- Reviews all loans that are HMDA reportable to verify items required by Reg C are present and correct and manages monthly upload to reporting system.
- Completes loan action communications in a timely manner to clients per regulations as necessary.
- Maintains and reviews point of sale and LOS analytics, and pricing system, provides regular and timely reporting of results and identifies training needs and opportunities for enhancements as needed
- Develops, builds and maintains organizational and system analytics for the purpose of client trend analysis, sales strategy development, and efficiency/process analytics.
- Monitors rate lock and unfunded loan reports to prevent unintended loan fees incurred.
- Manages, monitors and analyzes organizational and sub servicer reporting to understand client demographics and payoff rates to create prospect and communication lists.
- Works with internal and external auditors to revise current processes and procedures to comply with federal and state regulations.
The skills and experience we prefer you have:
- Associates Degree in business administration, agribusiness or related field OR an equivalent combination of education and experience sufficient to perform the essential functions of the job.
- Expert-level experience in mortgage banking.
- Advanced knowledge of Federal Regulations regarding Home Mortgage Disclosure Act (Reg. C), as well as Federal Consumer Lending Regulations (including ECOA, HMDA, FCRA, SAFE, TILA, RESPA, MLA, Flood, etc.), FCA lending policies, and Compeer lending policies and procedures.
- Solid knowledge of consumer lending documentation requirements.
- Basic understanding of reporting, data analytics, accounting and underwriting.
- Must be able to communicate with a high degree of professionalism with regards to audit results performed by Quality Review Team and other internal and external audits.
- Strong computer skills, including Microsoft Office applications and customer relationship management (CRM) programs.
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.
