Core Operations Solutions Analyst
Compeer Financial

Job Info

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Compeer Financial is seeking collaborative, innovative and dynamic professionals to be a part of our Top Workplace culture!

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Position Overview:
This position provides systems, process and training support and collaborates with Business Technology (BT) to identify technology challenges that impact core operations. Acts as the liaison to assist in analyzing user's business needs, identifies and integrates data from various sources and develops the best means to publish the information to team members. Communicates core systems and process performance to aid management strategy and decision-making.

Essential Functions:

• Monitors the development and testing of system processes, document flow and site functionality.
• Troubleshoots client and internal team member issues and escalates to other business departments.
• Plans and hosts training for new clients on processes and interactions.
• Collaborates with BT to provide business insights to internal technology enhancement projects.
• Coordinates with BT on new technology rollouts; sets and communicates expectations, best practices, and training to the Core Operations team.
• Uncovers opportunities, gaps and issues stemming from product/service offerings, sales processes, sales tools and operational processes.
• Partners with sales, leadership and client facing teams to understand the process and research needs.
• Researches best practices and new developments from system partners, industry competitors and other sales driven businesses.
• Collaborates with BT and Business Process Improvement team to identify, evaluate and implement technologies or process improvements to enhance operating efficiencies, promote standardization, improve sales and/or enhance the client experience.
• Coordinates and supports various technology integration and improvement efforts to support product delivery as the subject matter expert for Core Operations.
• Works directly with external vendors and internal technology resources to develop or enhance departmental systems (i.e. AIP Development, tax and accounting systems) to gain efficiencies and enhance the client experience.
• Assists in developing dashboards and reports for all teams to utilize in tracking work, and monitoring loans, opportunities, prospects and current accounts with sales development.

Minimum Qualifications & Required Knowledge, Skills and Abilities:

• Bachelor'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 of 5 years financial services and/or technology support experience in a financial institution.
• Strong listening, written and verbal communication skills, with ability to communicate at all levels of the organization.
• Strong problem solving, decision making and organizational skills.
• Strong computer skills, including MS Office applications and customer relationship management (CRM) programs.
• Strong analytical skills with attention to detail.
• Ability to effectively work with mid and senior level managers, marketing, technical team members and production managers to develop long term strategic relationships.
• Must be analytical, have strong technical skills while being a strong communicator to non-technical team members.
• Advanced problem solving skills and ability to implement new ideas and influence others to produce better decisions, self-motivated with the ability to work independently.
• Ability to adapt to change and balance competing demands with a positive attitude.
• Valid driver's license.

Who is Compeer Financial?
Compeer Financial exists to champion the hopes and dreams of rural America. By joining our team, you will help empower those in agriculture and rural communities to achieve their goals and expand their possibilities. We embrace business agility and innovative approaches to serving our clients and communities.

Why join our team?

• Amazing team members who are passionate about serving agriculture and rural America.
• Investment in our team members' education, growth and development.
• Engagement in our communities through giving back and volunteerism.
• Flexible, collaborative and dynamic work environment.
• Great benefits:
  • Medical, Dental, Vision insurance
  • 401K (3% Compeer contribution & up to an additional 6% match)
  • Paid time off (vacation, sick leave, holidays, volunteer time)

Find out why our team members choose Compeer Financial by watching this video.

How do I apply?
Qualified candidates, please apply online at www.compeer.com/careers.

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.

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