Bank Verification Specialist – Risk & Data Insights (Hybrid)

Wintrust Financial Corporation; Northbrook (IL); Hybrid; USD 36,000 - 47,000; Full time

Benefits offered by this job

Medical Insurance

Dental

Vision

Life insurance

Disability Insurance

Parental Leave

Employee Assistance Program

401(k) with company match

Flexible Spending Account

Employee Stock Purchase Plan

Critical Illness Insurance

Accident Insurance

Transportation benefits

Banking Benefits

Pet Insurance

Job summary

FIRST Insurance Funding, a subsidiary of Wintrust, is hiring a Bank Verification Representative in Northbrook, IL. The role involves handling bank account verifications, policy verifications with markets, and supporting the Risk Management teams with trend analysis.

Strong customer service and solid documentation skills are essential. Responsibilities include contacting customers, following up, documenting files, and assisting with monthly executive meetings.

Qualifications

• 0–3 years of experience in a related role.
• Proficient in Microsoft Office Suite.
• Exceptional phone-based customer service skills.
• Prior verification or insurance experience is a plus.
• Ability to capture key information and write clear, concise summaries.

Responsibilities

• Validate policy information with insurance markets to upgrade Risk Ratings in system.
• Investigate trends/patterns within agent portfolios using Trending Agent Review report.
• Complete agent bank account verifications by making outgoing calls with proper file documentation.
• Provide ongoing support to the Risk Department based on department needs.
• Process market return mail by researching and updating addresses in the system.
• Moderate and document monthly executive meetings.

Skills

Customer service

Phone support

Attention to detail

Verification

Communication

Tools

Microsoft Office Suite

Job description

FIRST Insurance Funding, a subsidiary of Wintrust, is hiring a Bank Verification Representative in Northbrook, IL. The role involves handling bank account verifications, policy verifications with markets, and supporting the Risk Management teams with trend analysis.

Strong customer service and solid documentation skills are essential. Responsibilities include contacting customers, following up, documenting files, and assisting with monthly executive meetings.