Wintrust Financial Corporation is a financial services company with a focus on fostering growth and innovation. The Loan Processing Specialist will be responsible for processing contracts and endorsements, ensuring service level agreements are met, and communicating with clients and brokers as necessary.
Responsibilities
- Process all contracts and positive endorsements within established service guidelines
- Conduct appropriate follow up with brokers via outbound calling and email to confirm information when required
- Coordinate with Inside Sales team regarding any relationship issues with our Brokers
- Provide support and act as back up for the Client Service Specialists, taking inbound calls when volumes dictate
- Other job related duties as assigned
Skills
- Display strong attention to detail, organized and have good abstract reasoning skills
- Must have exceptional written and verbal communication skills
- Strong organizational and prioritization skills
- Be self motivated and proactive
- Possess an energetic and enthusiastic approach to your work and a desire to go the extra mile in client service
- Be a strong team player, able to build relationships with team members and internal and external clients
- Demonstrate a flexible attitude towards change and the ability to adapt to new situations
- Knowledge of Outlook, Excel and MS Word
- College Diploma and/or 1-3 years work experience in the financial services industry ideally within the Insurance Industry
- Must be fluent in English written/verbal communication
Benefits
- Health Benefits: including medical, dental, vision, life, and health spending account
- Financial Benefits: an RRSP plan with a generous company match and competitive compensation including discretionary or incentive bonuses
- Education Benefits: education reimbursement and on-demand learning courses
Company Overview
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