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Bank Verification Representative – FIRST

Wintrust Financial Corporation
Northbrook, USA
Full-time
Entry · 0–3 years experience
Onsite
Discovered 2 weeks ago

Full Job Posting

Qualifications:

  • 0-3 years of experience
  • Proficient in Microsoft Office Suite
  • Exceptional phone based customer service skills required
  • Prior experience with verification or insurance a plus
  • Ability to capture key information and write clear and concise summaries

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
  • Compensation:
  • The estimated hourly rate for this role is $36,000 - $47,000 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.
  • #LI-HYBRID
  • #LI-LR1
  • 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.

Preferred Qualifications

  • Prior experience with verification or insurance a plus

Responsibilities

  • Validate policy information with insurance markets to upgrade Risk Ratings in system.
  • Investigate trends/patterns within agent portfolios using Trending Agent Review report.
  • Complete agent bank account verifications by making outgoing calls w/proper file documentation.
  • Provide ongoing support to the Risk Department based on department needs.
  • Process market return mail by researching and updating addresses in the system.
  • Moderate and Document monthly executive meetings.

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