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 $45 billion in assets.

Responsibilities:

Accountable for prioritizing, coordinating, accuracy, compliance and leading the team in all functions in the department. Train and guide subordinates; cross train staff to ensure appropriate back-up.  Assist in addressing employee performance issues and in annual performance reviews.  Monitor team performance; communicate issues and changes to superiors and/or staff. Assist in interviewing applicants; hiring and termination decisions.

Accurately enter or update ACH banking instructions and/or payment information in loan management system and/or bank websites. Balance, upload and transmit daily ACH files to the bank. Generate, review, distribute and/or process a variety of daily operational reports from internal systems and bank websites. Review daily positive pay exceptions from bank, research items and make payment determinations.

Monitor department email box, promptly and accurately process requests and/or respond to inquiries from internal and external customers. Take corrective action as necessary to resolve issues. Record, analyze, and/or resolve complex transactions, adjustments, and reconciling items.  Research and assist Accounting Department in the reconciliation process for multiple general ledger accounts, including processing necessary entries to clear outstanding items.

Prepare and maintain comprehensive and accurate documentation of processes within assigned area of responsibility. Identify department inefficiencies; suggest process improvements to management.

As a dynamic organization in a rapidly changing environment, the responsibilities associated with this position will change in accordance with the company’s business needs.  More specifically, the incumbent may be required to perform additional and/or different responsibilities from those set forth above.

Minimum Requirements:

Experience: 3-5 Years Banking, Accounting/Finance or Supervisory Preferred

Education: Bachelor Degree or Equivalent

General Computer Skills

The Cash Banking Team Lead is accountable for managing the daily operations of the Cash Banking Team to process ACH transactions and various operational reports, resolve issues, and respond to inquiries from internal and external parties.  This position is also responsible for training and coaching subordinates, communicating changes, monitoring performance, and providing feedback.

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 or any other characteristic protected by law.