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1 день назад

Associate Account Executive (Fintech)

50 000 - 65 000$
Формат работы
hybrid
Тип работы
fulltime
Грейд
junior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Associate Account Executive (Premium Finance): Supporting inside sales Account Executives by preparing loan agreements, underwriting quotes up to $750,000, and managing inbound agency inquiries with an accent on financial services, account management, and underwriting accuracy. Focus on quote follow-up, handling regional accounts when needed, and coordinating multiple loan and customer-service workflows in a fast-paced environment.

Location: Northbrook, Illinois, United States; hybrid

Salary: $50,000–$65,000 annual salary, plus eligibility for an annual bonus

Company

hirify.global is a financial services company with more than $66 billion in assets; FIRST Insurance Funding provides premium finance services and agency-focused solutions as a Wintrust subsidiary.

What you will do

  • Assist Inside Sales Account Executives with preparing loan agreements.
  • Approve and underwrite quotes up to $750,000.
  • Answer inbound calls from agents, collect required information, provide quotes, and support account management inquiries.
  • Support Account Executives with quote follow-up.
  • Act as the primary Account Executive for an assigned region when Account Executives are out of the office.

Requirements

  • At least one year of experience in financial services, bank operations, wires, or a similar role.
  • Bachelor’s degree or equivalent.
  • Strong written and verbal communication skills.
  • Excellent attention to detail, punctuality, organization, and multitasking ability.
  • Ability to work in a fast-paced environment and as part of a team.
  • Basic computer skills, including Microsoft Word, Microsoft Excel, Adobe, and internet applications.

Culture & Benefits

  • Entrepreneurial culture with opportunities for professional development and upward mobility.
  • Promotion-from-within culture with opportunities to grow across more than 175 community bank locations.
  • Medical, dental, vision, life, disability, critical illness, accident, and pet insurance.
  • Traditional and Roth 401(k) plans with company match, flexible spending account, and employee stock purchase plan.
  • Parental leave, employee assistance program, tuition reimbursement, transportation benefits, banking benefits, and family-friendly work hours.

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