5 дней назад
Loan Analyst I (New Business) (Life Insurance Finance)
59 000 - 77 000$
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
Loan Analyst I (New Business) (Life Insurance Finance): Processing and managing premium finance loans, including credit decisions, loan packages, funding, and collateral management, with an accent on lending policy compliance and portfolio quality. Focus on preparing legal documentation, coordinating with credit, portfolio management, and legal teams, and identifying cross-selling opportunities.
Location: Chicago, IL; hybrid work arrangement
Salary: $59,000–$77,000 annual salary, plus quarterly incentives
Company
Wintrust Life Finance provides customized financing solutions for borrowers financing life insurance premiums and operates as a subsidiary of .
What you will do
- Process premium finance loans while maintaining a customer-first service environment.
- Protect bank assets and portfolio quality by applying lending policies and procedures.
- Prepare credit decisions, recommendations, loan packages, and credit correspondence.
- Coordinate with brokers, clients, Credit Officers, Portfolio Management, and Legal Counsel.
- Oversee loan processing, including exposure model generation, legal document preparation, funding, and collateral management.
- Identify cross-selling opportunities in lending and deposits and follow up on renewal and review requirements.
Requirements
- Bachelor's degree.
- Critical thinking skills and willingness to learn and take on new initiatives.
- Ability to follow credit principles, lending policies, and compliance requirements.
- Ability to collaborate with brokers, clients, credit, portfolio management, and legal teams.
Nice to have
- Salesforce experience.
- Insurance or banking experience.
Culture & Benefits
- Collaborative, diverse, and team-oriented work environment.
- Exposure to multiple departments and executive management.
- Medical, dental, vision, and life insurance.
- 401(k) plan with company match and tuition reimbursement.
- Family-friendly work hours and opportunities for career growth.
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