Underwriter II - Complex Financing & Client Solutions

Wintrust Financial Corporation; Rosemont (IL); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Medical Insurance

Dental

Vision

Life insurance

401(k) match

Tuition reimbursement

Employee Stock Purchase Plan (5% off)

Parental Leave

Job summary

FIRST Insurance Funding, a subsidiary of Wintrust, seeks a credit/financial analyst to analyze credit data and approve loan terms, partnering with clients to tailor financing solutions for complex policies. The role interfaces with multiple Wintrust business areas and offers an opportunity to grow within a top-performing team.

Ideal candidates have 2+ years in insurance, strong Excel abilities, and a knack for solving financial challenges.

Qualifications

• 2+ years of experience in the insurance industry.
• Knowledge of reading and interpreting financial statements.
• Intermediate Excel skills within MS Office.
• Creative and open-minded problem solver.

Responsibilities

• Analyze financial data and other credit information to approve loan terms and pricing.
• Make recommendations for approval for loans above own authority.
• Interact with clients to create customized financing solutions for complex policies and competitive situations.
• Serve as a beginner level subject matter expert on the Key Industry.

Skills

Insurance experience

Excel skills

Read financial statements

Problem solving

2+ years experience

Tools

MS Office

Job description

FIRST Insurance Funding, a subsidiary of Wintrust, seeks a credit/financial analyst to analyze credit data and approve loan terms, partnering with clients to tailor financing solutions for complex policies. The role interfaces with multiple Wintrust business areas and offers an opportunity to grow within a top-performing team.

Ideal candidates have 2+ years in insurance, strong Excel abilities, and a knack for solving financial challenges.