Wintrust Financial Corporation

Account Manager

• Develop and maintain profitable new business by visiting agents, attending industry events, shows, and also seeking out opportunities with companies and/or general agents of quality and acceptability in accordance with FIRST guidelines.
• Maintain contact with current customers by analyzing their needs, identifying problems and providing solutions in order to retain and expand their loan volume.
• Communicate with sales team in order to maximize new sales opportunities and monitor processing problems and/or operational efficiencies.
• Provide internal assistance to Marketing and Collection personnel as needed and keep a watchful eye on industry trends.
• Efficient use of travel and entertainment budget and timely submittal of expense reports and Establish and maintain CRM system and communicate weekly activity to management as directed.

Relationship Manager

• Seek out, gain and maintain new business for FIRST Insurance Funding Corp. in the Northwest Region.
• Develop and maintain profitable new business by visiting agents, attending industry events, shows, and also seeking out opportunities with companies and/or general agents of quality and acceptability in accordance with FIRST guidelines.
• Maintain contact with current customers by analyzing their needs, identifying problems and providing solutions in order to retain and expand their loan volume.
• Communicate with sales team in order to maximize new sales opportunities and monitor processing problems and/or operational efficiencies.
• Provide internal assistance to Marketing and Collection personnel as needed and keep a watchful eye on industry trends.
• Efficient use of travel and entertainment budget and timely submittal of expense reports and Establish and maintain CRM system and communicate weekly activity to management as directed.

SVP Relationship Manager

Paralegal

• Assist in-house attorneys in the Legal Department in day-to-day business matters concerning bankruptcy, loan documentation, client service, litigation, and inquiries
• Handle loan-related bankruptcy issues including bankruptcy docket reviews and communication with the Trustee and/or opposing counsel
• Support the Asset Management Department by drafting correspondence and communicating with third parties about the company's collateral
• Draft contracts, amendments, addenda, memoranda, and correspondence for attorney review
• Respond to inquiries from and communicate with government agencies
• Conduct research using legal documents, online databases, and other references
• Support in-house attorneys and outside counsel with litigation management
• Assist in processing legal actions served upon FIRST including subpoenas and court orders
• Review documents to determine deadlines and ensure conformity with departmental procedures