1 день назад
Associate Account Executive (Fintech)
50 000 - 65 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
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
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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