As the largest life insurance premium finance company in the country, Wintrust Life Finance provides customized financing solutions to qualified borrowers seeking to finance their life insurance premiums. Our financing solutions have supported numerous planning structures, including traditional wealth transfer, key-man insurance, buy-sell arrangements, split dollar arrangements, term alternatives, charitable giving, income replacement strategies, and more. Wintrust Life Finance is a subsidiary of Wintrust, a financial services company with more than $50 billion in assets.

Why Join Us?

• An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 9 years) and Employee Recommended award by the Globe & Mail (past 6 years).

• Competitive pay and discretionary or incentive bonus eligible

• Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few.

• Family-friendly work hours.

• With 175+ community bank locations, we offer opportunities to grow and develop in your career.

• Promote from within culture.

Why join this team?

• We work across disciplines and departments, with opportunities for exposure to and partnership with executive management in leading strategic initiatives.

• We are seeking a critical thinker that’s willing to learn and not afraid of taking on new initiatives.

• Gain experience and further your career by joining a growing organization.
  

Position Overview:

The Closer will be responsible for funding approved credit applications within a specialized production team. The Closer will support loan funding through file closure of the loan process. The candidate must have the ability to build solid relationships, both internal and external, and create successful partnerships. Must excel in a high-pressure environment and be able to take on diverse responsibilities. This position is 100% remote. Regardless of your location, the hours are 9am - 5pm EST.

Production Responsibilities

• Review loan file and system to ensure they were accurately captured by production team

• Fill out Master Promissory Note Grid when necessary

• Update SalesForce as necessary with each step of Loan Closing

• Facilitate the completion of Account File Checklist and L3 Checklist

• Request and Follow-up on Post Funding Requirements to maintain an acceptable loan cycle time

• Review Policy Summaries received from Life Insurance Carriers

• Prepare overpayment disbursements

• Manage Incremental Fundings during the 1st loan year

• Adhere to Policies and Procedures

• Achieve Key Performance Indicators within guidelines set by Department Leader

• Perform other duties and responsibilities as assigned by management

Relationship Responsibilities

• Build solid relationships to ensure transparent feedback and successful partnerships

• Provide “best in class” service

• Ensure and own client satisfaction

• Work closely with other customer facing team members and specialized team members

Qualification

• 0-3 years of financial services or insurance industry experience, preferred

• Bachelor’s degree, preferred

• Knowledge of standard business practices and working in team environment

• Detail oriented with strong analytical skills

• Strong communication skills and work ethic

• Ability to work independently and prioritize in a fast-paced environment

• Self-starter with the ability to work with minimal supervision

#LI-REMOTE

From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicago’s Bank® and Wisconsin's Bank®, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.