Account Manager, Funding Account Manager, Funding …

Texas Capital Bancshares Incorporated
in Lake Forest, IL, United States
Permanent, Full time
Be the first to apply
Competitive
Texas Capital Bancshares Incorporated
in Lake Forest, IL, United States
Permanent, Full time
Be the first to apply
Competitive
Account Manager, Funding

BankDirect Capital Finance is a diversified financial services company and leading premium finance provider. Founded in 2005, we have grown to be one of the largest financial services companies in our industry. At BankDirect we Aspire to Achieve excellence in the products and services we provide – keeping integrity at the heart of our company guides us in cultivating relationships of mutual trust and respect.  We are looking for a new Account Executive to join our Lake Forest, IL location. 

Responsibilities
  • Assist in maintaining relationships with insurance producers, in cooperation with internal sales and marketing managers
  • Review incoming loan underwriting documentation for completeness, accuracy, and acceptability
  • Prepare loan underwriting proposals for review and approval by credit team
  • Manage potential loan opportunities and funded loans within company’s software database to maximize closing ratio and ensure ongoing collateral compliance
  • Review completed loan documents to ensure completeness, accuracy, and acceptability, and create funding packets to facilitate loan closing
  • Manage annual loan renewal processes in coordination with insurance producers
  • Communicate effectively with agents, insureds and other parties to resolve enquiries
  • Recommend system and/or procedural changes to improve operational efficiency and/or reduce costs
  • Perform ad-hoc projects as-needed
Qualifications

Qualifications:

  • Highly motivated self -starter (ability to work within a start-up culture)
  • High mathematically proficiency
  • Good attention to detail
  • Willing to work long (50+) hours

Educational & Professional Background:

  • Bachelor’s degree from highly ranked school
  • Master’s degree with business or finance orientation preferred
  • 3 years of experience in financial services industry preferred

Technical Skills:

  • Microsoft Office (Excel, Word, Outlook, PowerPoint, Teams)
  • Familiarity with SQL queries preferred
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