Account Executive responsible for building client relationships and delivering loan commitments in premium finance. Evaluating loan opportunities and underwriting credit risk independently while collaborating with sales teammates.
Responsibilities
Build solid long-lasting client relationships over time
Evaluate loan opportunities and underwrite credit risk
Deliver executable loan commitments/agreements
Interpret borrower financial statements and review policy attributes
Clients will reach out for premium finance needs
Perform quoting, underwriting, and price negotiation
Make outbound calls to improve sales and track data via CRM
Work with Loan Processing Department to ensure loan document compliance
Requirements
Associate's degree or equivalent education and related training
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
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