Associate Loan Executive

First Insurance Funding Corp•Wilmette, IL

10d•$17 - $23•Hybrid

About The Position

As one of the largest premium finance companies in the country, FIRST Insurance Funding provides full premium finance services, plus additional services built specifically for agencies. We pride ourselves on the variety of incentive programs, services, and technology we offer. This not only helps grow the agents, brokers, and companies we partner with, but also helps them better serve their clients. FIRST Insurance Funding is a subsidiary of Wintrust, a financial services company with more than $66 billion in assets. Why join us? An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 years) and Employee Recommended award by the Globe & Mail (past 6 years) Competitive pay and discretionary or incentive bonus eligible Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few Family-friendly work hours With 200+ community bank locations, we offer opportunities to grow and develop in your career Promote from within culture Why join this team? We have a culture that encourages an entrepreneurial spirit We offer multiple opportunities for development and upward mobility What You'll Do: The Associate Loan Executive will perform the daily job duties related to the accessing, running, and distributing of daily reports. Distribute emails and complete any research for various department inboxes. Provide superior, top-quality service to FIRST's internal and external customers while assisting with the accurate and timely processing of loan agreements within the team. They will also help Management when needed with any special reporting and/or projects. 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.

Requirements

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

Responsibilities

The Associate Loan Executive will perform the daily job duties related to the accessing, running, and distributing of daily reports.
Distribute emails and complete any research for various department inboxes.
Provide superior, top-quality service to FIRST's internal and external customers while assisting with the accurate and timely processing of loan agreements within the team.
They will also help Management when needed with any special reporting and/or projects.
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.