Quality Control Specialist (Finance)
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 $62 billion in assets.
Why join us?
- An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 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 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 FIRST's quality assurance program. Additionally, this position ensures accuracy of CRA reporting and performs BSA monitoring for FIRST.
What You'll Do
Quality Control:
- Train on and begin to understand external department processes and workflows.
- Complete quality control reviews for assigned processes in a timely manner.
- Escalate issues or findings for management review and remediation.
- Create and/or maintain reporting of results and/or exceptions as required.
CRA Reporting:
- 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.
BSA Monitoring:
- 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.
General Requirements:
- Complete quarterly compliance reviews
- Attend department meetings and functions
- Draft/outline annual job and professional development goals
Knowledge/Skills/Background/Experience
- 3-5 years of experience
- Education: Bachelor degree or equivalent experience
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
#LI-HYBRID
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 Chicago's Bank® and Wisconsin's Bank®, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. 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, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.
