Senior Account Representative-PF

First Financial Bank • Deerfield, IL

3d • $25 - $38 • Onsite

About The Position

Serve as a control function to protect the company's collateral by reviewing, verifying and processing premium finance agreements for funding consistent with corporate policy and procedure. Work in-tandem with Account Executives to provide premium finance client service for a geographic sales territory. Work a near paperless process-flow where all loan processing activity is completed in an electronic web-based environment.

Requirements

• High School Diploma or GED and a minimum of 5 years loan processing or relevant experience.
• At least three years of Premium Finance experience.
• Detail-oriented team player
• Ability to excel in a fast-paced environment.
• Ability to multi-task and stay organized
• Ability to execute sound judgment and escalate issues accordingly.
• Ability to communicate with all levels of the organization, including senior management.
• Strong communication and customer service skills.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
• Ability to lead be example, mentor and guide other Account Representatives and Junior Account Representatives.

Nice To Haves

• Level of Complexity and Scope
• Degree of Independence and Decision-Making Required
• Supervisory Responsibilities
• Mentorship to junior account representatives

Responsibilities

• Quote new and endorsed premium finance agreements within individual approval limit and according to company guidelines.
• Work in conjunction with Quality Control to complete policy verifications, insured welcome calls and other processing requirements as set forth in policy and procedures or established by company management.
• Monitor and ensure timely and thorough completion of open loan processing items.
• Communicate with management and client to provide updates on loan funding information or potential situations which may delay loan funding.
• Communicate with Sales Representatives to ensure quality customer service to our retail agency clients.
• Mentor all Account Representatives and Junior Account Representatives.
• Complies with all regulations pertaining to BSA, USA PATRIOT ACT, and OFAC.
• Complete annual BSA training.
• Report suspicions of criminal activity, or any attempt to avoid BSA reporting requirements on the part of customers or employees, to the AML/BSA Compliance Department.
• For supervisory positions, ensure BSA training requirements are completed by staff.

Benefits

• Relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing.
• Incentive Eligibility (All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.)

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED