This job listing has expired and the position may no longer be open for hire.

Loan Executive I – Northbrook, IL at Wintrust Financial Corporation

Posted in General Business 30+ days ago.

Type: Full-Time
Location: Northbrook, Illinois





Job Description:


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 $36 billion in assets.

The Integrated Solutions Loan Executive I is responsible for processing loan agreements, providing reporting and fulfilling administrative tasks required to service Integrated Solutions programs.


  • Efficiently and accurately process loan agreements for assigned clients.

  • Use creativity and good judgment to provide the client with the best possible solutions to their needs while minimizing the risk to FIRST.

  • Monitor loans submitted and business from assigned agents for FIRST's "Fourteen Warning Signs" and concerning trends.

  • Verify customer insurance coverages through discussion with insurance company personnel.

  • Research and manage physical & electronic payments received.

  • Provide reporting to our clients and review data to ensure the accuracy of our reporting.

  • Manage department inboxes and provide service reminders to team members

  • Develop and maintain client relations through superior service.

  • Review and submit credit line increases for agents, carriers and MGAs.

  • Coordinate with program management team to improve processes and address servicing needs.

  • Accept inbound emails and phone calls from agents and insureds; accept payments, answer questions and resolve concerns on accounts.


  • 0-3 years of work experience


  • Bachelor degree or equivalent


  • Strong written and verbal communication skills


  • Excellent attention to detail


  • Punctuality and timeliness


  • Very organized with the ability to multi-task


  • Must be able to work in a fast-paced environment


  • Ability to work as part of a team


  • Basic computer skills including MS Word, MS Excel, Adobe and Internet


We provide an engaging, dynamic work environment, an excellent compensation package including 401k, employee stock purchase plan, medical/dental, life insurance and more!

Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, citizenship status, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran. We request applicants refrain from disclosing current or historical compensation information during the recruitment process; any disclosed detail will not be taken into account as applicants are considered for employment.





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