AFCO Direct

Account Executive

• Build solid long-lasting client relationships over time
• Evaluate loan opportunities and underwrite credit risk
• Deliver executable loan commitments/agreements
• Interpret borrower financial statements and review policy attributes
• Clients will reach out for premium finance needs
• Perform quoting, underwriting, and price negotiation
• Make outbound calls to improve sales and track data via CRM
• Work with Loan Processing Department to ensure loan document compliance

Account Executive I