Account Executive - BankDirect Capital Finance


: $124,885.00 - $178,020.00 /year *

Employment Type

: Full-Time


: Financial Services - Insurance

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OverviewBankDirect Capital Finance is a diversified financial services company and leading premium finance provider. Founded in 2005, we have grown to be one of the largest financial services companies in our industry. At BankDirect we Aspire to Achieve excellence in the products and services we provide - keeping integrity at the heart of our company guides us in cultivating relationships of mutual trust and respect. We are looking for a new Account Executive to join our Garden City, New York location.Responsibilities* Assist in maintaining relationships with insurance agents and brokers in cooperation with outside sales representatives* Review incoming loan agreements for completeness, accuracy, and acceptability and prepare documentation required for transaction funding* Evaluate potential loan opportunities to determine appropriate lending terms (by analyzing Dunn & Bradstreet reports, financial statements, and other available information as applicable)* Approve credit terms and release loan agreements for transactions within authority limits* Make credit recommendations to Senior Account Executives and Management for transactions outside of authority limits* Support and assist Senior Account Executives with daily workflow* Effectively communicate with agents, insureds, and other parties to resolve inqueries* Actively solicit new lending business from insurance agents and follow up to ensure existing loans are renewed annually* Recommend systemic and/or procedural changes to improve operational efficiency and/or reduce costs* Perform other ad-hoc projects as-neededQualifications* Bachelor's Degree preferred; Finance, Economics, Business, Marketing, or related field* 1-2 years in the financial services or insurance or related field preferred* Organization and time management skills, strong interpersonal skills* Computer skills, especially MS Office - Excel, Word, Outlook
Associated topics: agent, guest, insurance sales, insurance sales agent, lead sales agent, life insurance sales, retail, sales, sales representative, sell * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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