Compeer Financial

Pool Purchase Analyst

• 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!

• Engages proactively with team members, business units and clients to gather crucial data, driving informed decision-making,optimizing effectiveness bymaintaining thorough documentation of allprocess and changes to ensure transparency in the workflow. 
• Collaborates with team members across the business units toidentify data and system input opportunities for purchase transactions. 
• Establishes,develops andmaintains a strong client relationship while being a liaison between Program Finance, clients, direct and in-direct lenders. 
• Ensures lending partner servicing requests and pooled purchases are completed successfully. Conveys information clearly and effectively with stakeholders through various channels, including in-person and virtual meetings, phone calls and emails. 
• Offers training and support to encourage business unit success. Educates partnering institutions and team on program delivery and processes. 
• Keeps abreast of industry best practice,identifying and executing efficient and effective practices.
• Reviews and assessesappropriate risk. Ensures compliance with organizational policies and procedures. 
• Reviews and provides analysis of theinitial data tape and continuous monitoring of information provided to address high level areas that may be concerns that need to be addressed and share with pool team, such as patterns of irregularities in rate reprices, prepayment penalties, latefees and documentation differences. 
• Collaborates and coordinates communication on a structured feedback loop with originators,investors and internal team members to ensure documentation aligns with credit approvals and investor requirements, enhancing transactional accuracy and compliance. 
• Provides management team with details of potential risk and recommends potential solutions to decision-makers fortimely and informed decisions. 
• Analyzes business needs and consults with management and team members to review pool purchase requests anddetermine goals,timeframe and allocation of resources. 
• Ensures accuracy and consistency in borrower verifications by automated data import to reduce manual entry and minimize errors while safeguarding the integrity of the information collected. 
• Oversees borrower/lessee compliance with loan and lease agreements, protecting company interests and ensuring contractual adherence. 
• Partners with clients on complex servicing actions,identifying documentation deficiencies and account status changes, leveringexpertise to streamline solutions and add value. Strategically prioritizes and evaluates material services requests, enhancing operational efficiency and supporting seamless transactions processing. 
• Exercises sound judgement in credit decisions,optimizing risk management by approving,declining orescalating as necessary. 
• Conducts thorough research on transactional requests, delivering insights that support effective servicing actions and improve client satisfaction. 
• Performs comprehensive reviews of lending partners' documents, resolving discrepancies to ensure accuracy andmaintain strong direct or in-direct relationships. 
• Communicates effectively with clients to secure necessary information and convey approval conditions,facilitating clear and productive interactions. 
• Guides and leverages data analytics and systems by extracting information from various applications and systems to develop user friendly final outputs. Demonstratesproficiency in all necessary operation systems, including loan setup, maintenance, Smartsheet and report analysis to ensure all necessary data points are captured. 
• Explores opportunities for integration with other technologies that can support product delivery and improve efficiency, including loan accounting systems, CRM tools or other relevant software. 
• Researches anddeterminescause of data information transfer. 
• Identifies and participates in process/procedure improvements, enhancements and development within the Program Finance division for increased productivity, including but not limited to representation for Compeer business technology changes or improvements. 

• Bachelor's degree in finance, accounting, business administration or related field or an equivalent combination of education and experience. 
• Advanced-level experience in a financial services environment that includes experience in loan closing,servicing and credit analysis.  
• Systems support experience in a financial institution preferred.
• Advanced data, analytical and problem-solving skills needed to interpret complex datasets andidentify trends. 
• Ability to work independently, with proven skills in partnership and leadership. 
• Strong communication and relationship skills, includingdemonstrated effective client service and team skills. 
• Ability to remain objective in balancing business needs and risk. 
• Ability toidentify and highlight discrepancies, document decisions andidentify patterns.  
• Approachesdifficult situations with a positive attitude by effectively guiding teams, recommending strategicdecisions and fostering a motivating and productive work environment. 
• Excellent management skills and keen for risk evaluation with an ability to communicate effectively with stakeholders. 
• Deep knowledge of loan accounting systems, loan documentation and credit requirements.