Account Executive

AFCO Direct

. Build solid, long-lasting client relationships through consistent delivery of competitive loan product offerings .

Posted 10/16/2026full-timeRemote • United StatesMid-LevelSenior💰 $70,000 - $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in underwriting credit risk and developing competitive loan products while building strong client relationships. Proficient in financial analysis, compliance review, and effective communication to drive sales and manage loan commitments.

Highest-signal resume keywords

Underwriting Credit RiskLoan Product DevelopmentClient Relationship ManagementFinancial Statement AnalysisSales Performance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Loan UnderwritingCredit Risk EvaluationFinancial AnalysisPrice NegotiationCompliance ReviewQuotingLoan ProcessingMathematical AptitudeCRM Software ProficiencyLoan Documentation

Soft Skills

Excellent Communication SkillsOrganizational SkillsRelationship BuildingIndependent WorkTeam Collaboration

Tools & Technologies

Microsoft OfficeCRM Software

Industry Keywords

Commercial InsuranceFinancial ServicesPremium FinanceLoan CommitmentsSales Territory Management

About the role

Key responsibilities & impact

Build solid, long-lasting client relationships through consistent delivery of competitive loan product offerings
Evaluate loan opportunities and underwrite credit risk within approval authority
Deliver executable loan commitments and agreements with competitive rates and terms
Make credit decisions and deliver binding agreements to clients
Interpret borrower financial statements and review policy binders and endorsements
Evaluate policy attributes and their impact on loan collateral and exposure
Understand competitors and compare their product offerings with AFCO Direct offerings
Price interest rates and make recommendations when higher approval authority is needed
Serve as a primary client contact for premium finance needs
Work independently and in parallel with external Sales Teammates to develop client relationships
Develop loan commitments and underwrite premium finance loans for retail agents
Follow up to secure quote and renewal opportunities
Review executed loan document packages for compliance with approvals and conditions
Solicit new and renewal financing opportunities with external Sales counterparts
Provide management reports on production, lost quotes, new business, and portfolio returns
Perform quoting, underwriting, price negotiation, and telemarketing for an assigned geographic territory
Build agent-client relationships through timely delivery of quotes, contracts, and information
Make outbound sales calls and track relationship-level sales data in CRM software
Report lost quote opportunities and territory marketing intelligence
Coordinate with Loan Processing to review loan documents for completeness, accuracy, and regulatory and operational compliance
Request loan funding arrangements and approvals within assigned authority limits
Verify loan details before and, in some cases, after loan processing

Requirements

What you’ll need

Associate's degree or equivalent education and related training
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Excellent written and verbal communication skills
Excellent organizational skills
Strong math aptitude
Ability to travel, occasionally overnight
Preferred: Associate's degree in finance or business-related field
Preferred: Commercial insurance and financial services experience
Preferred: Proven internal sales performance and relationship management via account or territory management
English language fluency required

Benefits

Comp & perks

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment coverage
Tax-preferred savings accounts
401(k) plan
At least 10 days of vacation during the first year, prorated as applicable
10 sick days, prorated as applicable
Paid holidays
Defined benefit pension plan (depending on position and division)
Restricted stock units (depending on position and division)
Deferred compensation plan (depending on position and division)