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, 401(k) with company match, and an employee stock purchase plan.
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
Commercial loan opportunities
Agency lending and structuring
Cash-flow-based lending
Partner-led sales model
Financial analysis of intangible assets
Nice-to-have
Relationship-focused service
Expert guidance on valuations
Inclusive workplace culture
Key Requirements
5+ years in Commercial Lending or Insurance Finance
Bachelor’s degree in finance, business, or related field