Middle Market Lending Specialist supports middle market lending activities with administrative, analytical, and client support activities. Collects and reviews middle market loan development information and prepares required analysis and documentation. Being a Middle Market Lending Specialist establishes good client relationships and potential for future referrals or cross-sell opportunities by responding to requests for information, answering questions about products, and coordinating other service resources. Performs loan portfolio tracking and generates reports to measure compliance with lending terms and policies. Additionally, Middle Market Lending Specialist keeps abreast of lending products, services, and policies. Typically requires a bachelor's degree. Typically reports to a manager. The Middle Market Lending Specialist occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Middle Market Lending Specialist typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)
Summary
World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.
Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.
Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region.
Position Overview
This position is for an Account Executive with responsibilities related to client management and retention.
Primary Responsibilities
Qualifications
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
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