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AFCO DirectPosted 10/21/2026full-timeRemote • Arizona • United StatesMid-LevelSenior💰 $55,000 - $75,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in evaluating loan opportunities, underwriting credit risk, and delivering competitive loan commitments. Strong relationship management and sales performance skills are essential for securing financing opportunities and managing client relationships effectively.
Highest-signal resume keywords
Loan UnderwritingCredit Risk EvaluationRelationship ManagementSales PerformanceMicrosoft Office Proficiency
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 to Agent/Broker clients
- Make independent credit decisions and deliver binding agreements
- Interpret borrower financial statements and review policy binders and endorsements
- Analyze competition and competing product offerings
- Price interest rates and make recommendations when higher approval authority is needed
- Coordinate with Sales Teammates, Underwriting, Management, Loan Processing, and Truist Credit Administration
- Provide competitive loan commitments and underwriting of premium finance loans to 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
- Provide management reports on production, lost quotes, new business, and portfolio returns
- Perform quoting, underwriting, price negotiation, telemarketing, outbound sales calls, and CRM tracking
- Track territory performance against established goals in a near paperless, web-based process
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
- Commercial insurance and financial services experience preferred
- Proven internal sales performance and relationship management via account or territory management preferred
- Willingness to work Mountain (MST) or Pacific (PST) hours
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401k plan
- At least 10 days of vacation during the first year (prorated)
- 10 sick days (prorated)
- 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)
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Loan Product OfferingsCredit DecisionsFinancial Statement AnalysisPrice NegotiationCompliance ReviewQuotingTelemarketingCRM TrackingMath AptitudePortfolio Management
Soft Skills
Written CommunicationVerbal CommunicationOrganizational Skills
Certifications & Qualifications
Associate's Degree
Industry Keywords
Commercial InsuranceFinancial ServicesClient RelationshipsLoan ProcessingSales Coordination