First Financial Bank - Lincolnshire, IL
posted 2 months ago
Full-time
Lincolnshire, IL
Credit Intermediation and Related Activities
About the position
The Account Representative at First Financial Bank is responsible for processing premium finance agreements and ensuring compliance with corporate policies. This role involves working closely with Account Executives to provide exceptional client service within a designated sales territory, utilizing a near paperless process for loan processing activities.
Responsibilities
- Process new and endorsed premium finance agreements within individual approval limit and according to company guidelines.
- Work in conjunction with Quality Control to complete policy verifications, insured welcome calls, and other processing requirements as set forth in policy and procedures or established by company management.
- Monitor and ensure timely and thorough completion of open loans processing items.
- Communicate with management and clients to provide updates on loan funding information or potential situations which may delay loan funding.
- Communicate with Sales Representatives to ensure quality customer service to retail agency clients.
- Comply with all regulations pertaining to BSA, USA PATRIOT ACT, and OFAC, and complete annual BSA training.
Requirements
- High School Diploma or GED and a minimum of 3 years loan processing or relevant experience.
- Detail-oriented team player.
- Ability to excel in a fast-paced environment.
- Ability to multi-task and stay organized.
- Ability to execute sound judgment and escalate issues accordingly.
- Ability to communicate with all levels of the organization, including senior management.
- Strong communication and customer service skills.
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
