Associate Loan Executive jobs in United States
cer-icon
Apply on Employer Site
company-logo

Wintrust Financial Corporation · 1 day ago

Associate Loan Executive

Wintrust Financial Corporation is one of the largest premium finance companies in the country, providing full premium finance services. The Associate Loan Executive will perform daily job duties related to reporting, customer service, and processing loan agreements accurately and timely.

Financial ServicesWealth Management

Responsibilities

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

Qualification

Microsoft WordMicrosoft ExcelWritten communicationVerbal communicationAccountabilityOrganizational skills

Required

Excellent written and verbal communication
Resourceful, well-organized and accountable for accuracy and timeliness of work product
Knowledge of Microsoft Word and Excel

Preferred

Bachelor's degree preferred

Benefits

Medical Insurance
Dental
Vision
Life insurance
Accidental death and dismemberment
Short-term and long term Disability Insurance
Parental Leave
Employee Assistance Program (EAP)
Traditional and Roth 401(k) with company match
Flexible Spending Account (FSA)
Employee Stock Purchase Plan at 5% discount
Critical Illness Insurance
Accident Insurance
Transportation and Commuting Benefits
Banking Benefits
Pet Insurance

Company

Wintrust Financial Corporation

company-logo
Wintrust Financial Corporation delivers sophisticated financial capabilities with a community bank personality across its businesses in banking, specialty finance, and wealth management.

Funding

Current Stage
Public Company
Total Funding
$683M
Key Investors
CIVC Partners
2025-05-08Post Ipo Equity· $425M
2022-06-07Post Ipo Equity· $258M
2020-05-05IPO

Leadership Team

leader-logo
Timothy Crane
President and Chief Executive Officer
linkedin
Company data provided by crunchbase