Loan Executive 1
Wintrust Financial Corporation is one of the largest premium finance companies in the country, providing full premium finance services and additional services for agencies. The Loan Executive role involves providing superior service to customers while processing loan agreements for a portfolio of agents and ensuring compliance with regulatory requirements.
Responsibilities
- Process loan agreements accurately and timely for assigned agents within a given region(s) as well as certify that all duties are performed within regulatory compliance for loans up to $250,000
- Monitor the daily underwriting report to ensure quotes are corrected and resubmitted in a timely fashion; submit special request forms, request line of credit increases or communicate with the agent for any missing information, as needed
- Complete insurance policy verifications through discussions with general agents and/or insurance companies
- Review and recommend credit line increases for agents, general agents and insurance companies in order to effectively process loan agreements
- Monitor loans submitted, and business from assigned agents, for FIRST “Fourteen Warning Signs” and concerning trends
- Coordinate with Inside Sales and RM’s regarding any relationship issues within their assigned region/team and make recommendations to their Team Lead on ways to implement changes on efficiency in the workplace
- Perform all responsibilities to internal and external customers while providing outstanding customer service
Skills
- 1-3 years of related experience
- Bachelors degree or equivalent
- Attention to detail and problem solving skills
Benefits
- Medical Insurance
- Dental
- Vision
- Life insurance
- Accidental death and dismemberment
- Short-term and long-term Disability Insurance
- Parental Leave
- Employee Assistance Program (EAP)
- Traditional and Roth 401(k) with company match
- Flexible Spending Account (FSA)
- Employee Stock Purchase Plan at 5% discount
- Critical Illness Insurance
- Accident Insurance
- Transportation and Commuting Benefits
- Banking Benefits
- Pet Insurance
Company Overview