Sr Account Representative

2 months ago

Other US Location First Financial Bank Full time

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written

If you are interested and qualified for this role, we invite you to apply.

Serve as a control function to protect the company's collateral by reviewing, verifying and processing premium finance agreements for funding consistent with corporate policy and procedure. Work in-tandem with Account Executives to provide premium finance client service for a geographic sales territory. Work a near paperless process-flow where all loan processing activity is completed in an electronic web-based environment.

Essential Functions/Responsibilities

  • Quote 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 loan processing items.
  • Communicate with management and client 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 our retail agency clients.
  • Mentor all Account Representatives and Junior Account Representatives.
  • Complies with all regulations pertaining to BSA, USA PATRIOT ACT, and OFAC. Complete annual BSA training. Report suspicions of criminal activity, or any attempt to avoid BSA reporting requirements on the part of customers or employees, to the AML/BSA Compliance Department. For supervisory positions, ensure BSA training requirements are completed by staff.

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job

  • High School Diploma or GED and a minimum of 5 years loan processing or relevant experience. At least three years of Premium Finance 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.
  • Ability to lead be example, mentor and guide other Account Representatives and Junior Account Representatives.

Preferred Knowledge and Skills

Level of Complexity and Scope

Degree of Independence and Decision-Making

Required Supervisory Responsibilities

  • Mentorship to junior account representatives

Physical Requirements

  • Must be able to remain in a stationary position 50% of the time.
  • The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.
  • Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine and a computer printer.
  • Close visual acuity to perform an activity such as: preparing and analyzing data and figures, viewing a computer terminal; expansive reading or visual inspection of work.
  • The person in this position frequently communicates with peers within own department or other departments. Must be able to exchange accurate information.
  • The worker is subject to inside environmental conditions. Protection from weather conditions but not necessarily from temperature changes.
  • Occasional travel to client locations within the United States may be necessary

Compliance Statement

The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.

Development and Training

It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.

We are an E-Verify Employer.

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