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Loan Executive 1
| Company | Wintrust |
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| Location | Northbrook, IL, USA |
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| Salary | $42000 – $55000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Junior, Mid Level |
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Requirements
- 1-3 years of related experience
- Bachelor’s degree or equivalent
- Attention to detail and problem-solving skills
Responsibilities
- Process loan agreements accurately and timely for assigned agents within a given region(s) as well as certify that all duties are performed within regulatory compliance for loans up to $250,000.
- Monitor the daily underwriting report to ensure quotes are corrected and resubmitted in a timely fashion; submit special request forms, request line of credit increases or communicate with the agent for any missing information, as needed.
- Complete insurance policy verifications through discussions with general agents and/or insurance companies.
- Review and recommend credit line increases for agents, general agents and insurance companies in order to effectively process loan agreements.
- Monitor loans submitted, and business from assigned agents, for FIRST ‘Fourteen Warning Signs’ and concerning trends.
- Coordinate with Inside Sales and RM’s regarding any relationship issues within their assigned region/team and make recommendations to their Team Lead on ways to implement changes on efficiency in the workplace.
- Perform all responsibilities to internal and external customers while providing outstanding customer service.
Preferred Qualifications
No preferred qualifications provided.
