Account Executive Associate

22 hours ago


Newport Beach, California, United States Wintrust Financial Full time
About the Role

We are seeking a highly organized and detail-oriented Account Executive Associate to join our team at Wintrust Financial. As a key member of our Inside Sales team, you will play a critical role in supporting our Account Executives in preparing loan agreements and providing exceptional customer service.

Key Responsibilities
  • Assist Account Executives in preparing loan agreements and quotes up to $750,000.
  • Approve and underwrite quotes, ensuring accuracy and compliance with company policies.
  • Provide exceptional customer service by responding to inbound phone calls and emails from agents and brokers.
  • Assist with quote follow-up and ensure timely resolution of customer inquiries.
  • Act as the primary point of contact for assigned regions when Account Executives are out of the office.
Requirements
  • 0-3 years of experience in financial services, bank operations, or a similar field.
  • Strong written and verbal communication skills, with the ability to articulate complex information in a clear and concise manner.
  • Excellent attention to detail, with a focus on accuracy and timeliness.
  • Ability to work in a fast-paced environment and as part of a team.
  • Basic computer skills, including MS Word, Excel, and Adobe.
What We Offer
  • A comprehensive benefits package, including medical, dental, vision, and life insurance.
  • A 401(k) plan with a generous company match.
  • Tuition reimbursement and professional development opportunities.
  • A collaborative and dynamic work environment.

Wintrust Financial is an Equal Opportunity Employer, committed to diversity and inclusion. We welcome applications from qualified candidates who share our values and are passionate about delivering exceptional customer service.



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