Drive loan and deposit growth by acting as the dedicated banking partner for FIRST Insurance Funding sales reps, converting their premium finance customers into commercial loan opportunities
Job Summary
Drive loan and deposit growth by acting as the dedicated banking partner for FIRST Insurance Funding sales reps, converting their premium finance customers into commercial loan opportunities.
Originate and structure complex credit facilities specifically tailored to the insurance agency and brokerage lifecycle.
Wintrust provides a comprehensive benefits package including medical, dental, vision, life insurance, disability insurance, parental leave, and retirement savings plans.
Matching Summary
Drive loan and deposit growth by acting as the dedicated banking partner for FIRST Insurance Funding sales reps, converting their premium finance customers into commercial loan opportunities.
Salary
Base: $85,000-110,000; Bonus/Equity: eligibility to earn an annual bonus; 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
Skills & Requirements
Must-have
Loan and deposit growth
Insurance agency lending
Cash-flow-based lending
Partner-led sales model
Financial analysis of intangible assets
Nice-to-have
Community banking roots
Relationship-focused service
Inclusive workplace
Key Requirements
5+ years in Commercial Lending or Insurance Finance
Bachelor’s degree in finance, business, or related field