Associate Loan Executive
Wintrust Financial Corporation is one of the largest premium finance companies in the country, providing full premium finance services. The Associate Loan Executive will perform daily job duties related to reporting, customer service, and processing loan agreements accurately and timely.
Responsibilities
- Coordinate the execution of daily reports and delegate them out to the team on a daily basis
- Distribute incoming general inbox emails to the team including disbursement research
- Process loan agreements accurately and timely for assigned agents within the team
- Complete insurance policy verifications through discussions with general agents and/or insurance companies
- Perform all responsibilities to internal and external customers while providing outstanding customer service
- Assist in the distribution of department emails and following up to ensure completion of assigned tasks
Skills
- Excellent written and verbal communication
- Resourceful, well-organized and accountable for accuracy and timeliness of work product
- Knowledge of Microsoft Word and Excel
- Bachelor's degree preferred
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