Account Executive

3 days ago


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

We are seeking a highly skilled Account Executive to join our team at Wintrust Financial. As a key member of our premium finance services team, you will be responsible for providing exceptional customer service while preparing loan agreements for a portfolio of agents.

Key Responsibilities
  • Prepare quotes as needed for assigned agents within a given region(s)
  • Approve quotes up to a maximum amount financed of $200,000
  • Provide outstanding customer service through inbound phone calls and emails
  • Monitor quotes and business from assigned agents for potential issues
  • Communicate effectively with internal teams to provide the best possible terms, rates, and service
Requirements
  • 2-5 years account executive experience preferred
  • Excellent verbal and written communication skills
  • Attention to detail and organizational skills
  • Dependability and accountability
  • Ability to work as part of a team
What We Offer
  • Competitive salary range: $55-65K
  • Comprehensive benefit package including medical, dental, vision, life insurance, and more
  • Opportunities for growth and development within the company

Wintrust Financial is an Equal Opportunity Employer and welcomes applications from diverse candidates. We are committed to creating an inclusive and supportive work environment.


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