Remote Account Executive - Commercial Loan Specialist

Truist; Chicago (IL); On-site; USD 50,000 - 70,000; Full time

Job summary

Truist is seeking an Account Executive to build long-term client relationships by delivering competitive loan offerings to Agent/Broker clients. The AE will evaluate opportunities, underwrite credit within authority and deliver executable commitments, partnering with Sales to drive business growth.

The role emphasizes quoting, client service, and collaboration with Credit Administration and Management, with remote CST work and IL proximity. Regular performance metrics apply.

Qualifications

• Associate's degree or equivalent education and related training.
• Proficiency in Microsoft Office products.
• Excellent written and verbal communication skills.
• Excellent organizational skills.
• Strong math aptitude.
• Ability to travel, occasionally overnight.

Responsibilities

• Perform quoting, underwriting, price negotiation and telemarketing efforts for assigned territory.
• Build and develop solid agent client relationships via timely delivery of quotes, contracts and other information as requested or required by retail agent clients.
• Make outbound calls to improve sales, following up on and soliciting business opportunities. Track all pertinent relationship- level sales data via Contact Relationship Management (CRM) software.
• Report any lost quote opportunities and marketing intelligence for the territory.
• Work in conjunction with Loan Processing Department to review loan documents to ensure completeness, accuracy and compliance with all regulatory and operational requirements. Request any loan funding arrangements and approval of loans within assigned authority limits. Verify loan details prior to, and in some cases after, loan processing.
• Coordinate with Sales Teammates, Underwriting and Management to deliver competitive loan commitments and underwriting of premium finance loans to retail agents on a daily basis.

Skills

MS Office

Verbal & Written Communication

Organizational Skills

Math Aptitude

Customer Relationship

Travel Flexibility

Education

Associate's degree or equivalent

Finance/Business degree preferred

Tools

CRM Software

Job description

Truist is seeking an Account Executive to build long-term client relationships by delivering competitive loan offerings to Agent/Broker clients. The AE will evaluate opportunities, underwrite credit within authority and deliver executable commitments, partnering with Sales to drive business growth.

The role emphasizes quoting, client service, and collaboration with Credit Administration and Management, with remote CST work and IL proximity. Regular performance metrics apply.