at Wintrust Financial Corporation in Northbrook, Illinois, United States
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 $50 billion in assets.
Why join us?
- An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 10 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
Job Description Summary
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 FIRSTs quality assurance program. Additionally, this position ensures accuracy of CRA reporting and performs BSA monitoring for FIRST.
What Youll Do
- Train on and begin to understand external department processes and workflows.
- Create and/or maintain reporting of results and/or exceptions as required.
- 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.
- 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.
- Execute reporting requirements as defined by BSA procedures.
- Complete quarterly compliance reviews
- Draft/outline annual job and professional development goals
Knowledge/Skills/Background/Experience
- 3-5 years related experience, preferably in a financial service company
- Proficient in Excel- Pivot Tables - VLOOKUP
- Prior experience in BSA and CRA
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
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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 be Chicagos Bank and Wisconsin's Bank, we need to reflect that diversity both in...
Equal Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity
