Loan Analyst I (New Business)
About The Position
As the largest life insurance premium finance company in the country, Wintrust Life Finance provides customized financing solutions to qualified borrowers seeking to finance their life insurance premiums. Our financing solutions have supported numerous planning structures, including traditional wealth transfer, key-man insurance, buy-sell arrangements, split dollar arrangements, term alternatives, charitable giving, income replacement strategies, and more. Wintrust Life Finance is a subsidiary of Wintrust, a financial services company with more than $66 billion in assets. We are a high performing, collaborative, and diverse team focused on transforming the business through engaging work on enterprise-wide product innovation. We are a vibrant, team-oriented atmosphere that provides opportunities for individual growth. Our team is in a unique position that allows us to collaborate with multiple other departments, have exposure to executive management, and develop new reporting. We are seeking a critical thinker that’s willing to learn and not afraid of taking on new initiatives. Gain experience and further your career by joining a growing organization.
Requirements
- Bachelor's Degree
Nice To Haves
- Salesforce Experience preferred
- Insurance or Banking Experience preferred
Responsibilities
- Maintain a "customer first" environment to meet or exceed expectations and needs
- Protect the Bank's assets and maintain quality of the portfolio by adhering to lending policies and procedures
- Ensure that credit decisions and recommendations are made in accordance with credit principals and in compliance with policies
- Preparing and issuing loan packages and credit correspondence
- Follow-up with brokers/clients to ensure that requirements needed for renewals and reviews are collected and delivered on a timely basis
- Increase existing client business by identifying cross-selling opportunities in lending and deposits
- Coordinate with Credit Officers, Portfolio Management and Legal Counsel to approve premium finance loan
- Oversee all phases of loan processing, including exposure model generation, legal document preparation, funding, and collateral management
- Performs other duties and responsibilities as assigned by management
Benefits
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
