Senior 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 $66 billion in assets.

This senior level position will oversee key quality control measures across the business unit.  This position will focus on verifying and providing oversight assistance to management as needed. Will lead by example and ensure that identified processes are completed properly under FIRST's quality assurance program at an expert level. Additionally, this position ensures accuracy of CRA reporting and performs BSA monitoring for FIRST.

What you'll Do

Quality Control:

• Demonstrate understanding of department processes and interdepartmental 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.
• Develop trend analysis reporting and present to department management.   

CRA Reporting:

• Maintain working knowledge of the CRA requirements for FIRST.
• Successfully perform accurate manual geocoding on medium and high difficulty loan addresses, with minimal involvement from management.
• Perform CRA address maintenance in account management system.
• Create and maintain manual geocode reports for submission to Wintrust Compliance.
• Assist management in completing WTCF Compliance issues reviews and responses, as needed.

BSA Monitoring:

• Demonstrate high level understanding of the BSA monitoring requirements for FIRST.
• Perform monitoring tasks with minimal errors/discrepancies as assigned by management and/or Wintrust BSA.
• Maintain results according to outlined procedure and/or process guidelines.
• Execute reporting requirements as defined by BSA procedures.

General Requirements:

• Assist in training team members and onboarding new department tasks/processes.
• Complete quarterly compliance reviews
• Attend department meetings and functions
• Draft/outline annual job and professional development goals
• Serve as management's back up, as needed, to represent the department and for team member questions and concerns.

Knowledge/Skills/Background/Experience

• 5-7 years experience
• Bachelors degree preferred
• Intermediate Excel skills
• Prior leadership experience a plus
• Concise and clear communicator, written and verbal
• Experience writing job aids, procedures and/or documentation used across a department or function
• Strong attention to detail and high levels of accuracy

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 $24.00 - $32.00 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.

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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.