Account Executive

Wintrust Financial Corporation

Newport Beach, CA, United States
Base: $24.00-$33.65ph; bonus/equity: quarterly inc...
On-site (3 days per week)
Prepare loan agreements
Provide outstanding customer service
Prepare quotes for agents
Wintrust Financial Corporation is seeking an Account Executive for its Newport Beach, CA location. The role involves providing exceptional customer service while managing loan agreements and preparing quotes for a portfolio of agents, with a focus on maximizing profit and minimizing risk

Job Summary

  • Provide outstanding customer service while preparing loan agreements for a portfolio of agents.
  • The company offers an award-winning culture, competitive pay, and a comprehensive benefit package.
  • We have a culture that encourages an entrepreneurial spirit and offer multiple opportunities for development and upward mobility.

Matching Summary

Match Score: 85

Wintrust Financial Corporation is seeking an Account Executive for its Newport Beach, CA location. The role involves providing exceptional customer service while managing loan agreements and preparing quotes for a portfolio of agents, with a focus on maximizing profit and minimizing risk.

Salary

Base: $24.00-$33.65/hour; Bonus/Equity: Quarterly incentive bonus eligible; Benefits: Medical, Dental, Vision, Life, 401k with match, tuition reimbursement, and more

Skills & Requirements

Must-have

  • Prepare loan agreements
  • Provide outstanding customer service
  • Prepare quotes for agents
  • Approve quotes up to $200,000
  • Handle inbound calls and emails
  • Monitor business trends
  • Communicate with internal departments

Nice-to-have

  • Award-winning culture
  • Entrepreneurial spirit
  • Opportunities for development
  • Family-friendly work hours

Key Requirements

  • 2-5 years account executive experience preferred
  • Good verbal and written communication skills
  • Professional phone etiquette
  • Attention to detail and organized
  • Ability to work as part of a team
  • Proficient in Outlook and Excel
  • In office 3 days per week

Work Rights

Not specified

Tailored Resume

Cover Letter