Remote Account Executive - Premium Finance Loans

AFCO Direct; Phoenix (AZ); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Paid vacation

Job summary

AFCO Direct in the United States (Remote) is seeking an Account Executive to build lasting client relationships by delivering competitive loan products and terms. You will evaluate loan opportunities, underwrite risk within your authority, and present executable commitments to agent/broker clients.

As authority grows, you will independently decision loans up to $100k exposure and $1 million per transaction; you will coordinate with Truist Credit Administration and senior management in larger

Qualifications

• Associate's degree or equivalent education and related training.
• Proficiency in basic computer applications, such as Microsoft Office software 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 geographic territory. Ensure all territory pricing is competitive, underwriting is complete and accurate, and credit and profitability standards are maintained while working to exceed monthly territory budget objective and metrics.
• Responsible for building and developing solid agent client relationship 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.

Skills

Written & verbal communication

Organizational skills

Math aptitude

Education

Associate's degree or equivalent

Finance or business-related degree

Tools

Microsoft Office

Job description

AFCO Direct in the United States (Remote) is seeking an Account Executive to build lasting client relationships by delivering competitive loan products and terms. You will evaluate loan opportunities, underwrite risk within your authority, and present executable commitments to agent/broker clients.

As authority grows, you will independently decision loans up to $100k exposure and $1 million per transaction; you will coordinate with Truist Credit Administration and senior management in larger