Quality Control Specialist I-FIRST Insurance Funding

Wintrust Financial Corporation; Rosemont (IL); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Medical Insurance

Dental

Vision

401(k) with company match

Tuition reimbursement

Job summary

FIRST Insurance Funding, a subsidiary of Wintrust, seeks a Quality Control professional to oversee QA across the business unit. The role focuses on ensuring processes are completed correctly under the QA program and maintaining accuracy in CRA reporting and BSA monitoring.

Applicants should have 3–5 years of QC experience, strong attention to detail, and at least intermediate Excel skills. Bachelor’s degree preferred.

Qualifications

• 3–5 years of experience working with Quality Control standards.
• Bachelor’s degree preferred.
• Intermediate Excel skills.
• Concise and clear communicator, written and verbal.

Responsibilities

• Oversee key quality control measures across the business unit.
• Verify that identified processes are completed properly under FIRST’s quality assurance program.
• Ensure accuracy of CRA reporting and performs BSA monitoring for FIRST Insurance Funding.

Skills

Quality Control

Communication

Attention to detail

Education

Bachelor’s degree preferred

Tools

Microsoft Excel

Job description

As one of the largest premium finance companies in the country, FIRST Insurance Funding provides full premium finance services, plus additional services built specifically for agencies. We pride ourselves on the variety of incentive programs, services, and technology we offer. This not only helps grow the agents, brokers, and companies we partner with, but also helps them better serve their clients. FIRST Insurance Funding is a subsidiary of Wintrust, a financial services company with more than $66 billion in assets.

Why join us?

• An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 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 have a culture that encourages an entrepreneurial spirit
• We offer multiple opportunities for development and upward mobility

What You’ll Do:

This position will oversee key quality control measures across the business unit. This position will focus on verifying that identified processes are completed properly under FIRST’s quality assurance program. Additionally, this position ensures accuracy of CRA reporting and performs BSA monitoring for FIRST Insurance Funding.

Quality Control:

• Train on and begin to understand external department processes and workflows.
• Complete quality control reviews for assigned processes in a timely manner.
• Escalate issues or findings for management review and remediation.
• Create and/or maintain reporting of results and/or exceptions as required.

CRA Reporting:

• Maintain working knowledge of the CRA requirements for FIRST.
• Perform manual geocoding which includes researching and verifying borrower addresses.
• Perform CRA address maintenance in account management system.
• Create and/or maintain manual geocode reports for submission to Wintrust Compliance.

BSA Monitoring:

• Maintain working knowledge of BSA monitoring requirements for FIRST.
• Perform monitoring tasks as assigned by management and/or Wintrust BSA.
• Maintain results according to outlined procedure and/or process guidelines.

General Requirements:

• Complete quarterly compliance reviews
• Attend department meetings and functions
• Draft/outline annual job and professional development goals

Qualifications:

• 3-5 years of experience working with Quality Control standards
• Bachelor’s degree preferred
• Intermediate Excel skills
• Concise and clear communicator, written and verbal
• Experience writing job aids, procedures and/or documentation used across a department or function
• Strong attention to detail and high levels of accuracy

Compensation:

The estimated salary range for this role is $50,000 - $65,000 along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate’s qualifications, skills and experience.

Benefits:

• Medical Insurance
• Dental
• Vision
• Life insurance
• Accidental death and dismemberment
• Short-term and long term Disability Insurance
• Parental Leave
• Employee Assistance Program (EAP)
• Traditional and Roth 401(k) with company match
• Flexible Spending Account (FSA)
• Employee Stock Purchase Plan at 5% discount
• Critical Illness Insurance
• Accident Insurance
• Transportation and Commuting Benefits
• Banking Benefits
• Pet Insurance

#LI-Onsite

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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 build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. 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, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.