Account Executive

Truist

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

Posted 10/17/2026full-timeRemote • United StatesMid-LevelSenior💰 $70,000 - $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in underwriting credit risk and delivering competitive loan products while maintaining strong client relationships. Proficient in analyzing financial statements and ensuring compliance with loan documentation and regulatory standards.

Highest-signal resume keywords

Loan UnderwritingCredit Risk EvaluationClient Relationship ManagementFinancial Statement AnalysisSales Performance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Loan Product OfferingsInterest Rate PricingQuotingPrice NegotiationRegulatory CompliancePortfolio ManagementData AnalysisLoan Document ReviewTelemarketingCRM Software Proficiency

Soft Skills

Excellent Written CommunicationExcellent Verbal CommunicationOrganizational SkillsStrong Math Aptitude

Tools & Technologies

Microsoft OfficeCRM Software

Certifications & Qualifications

Associate's DegreeAssociate's Degree in Finance or Business (Preferred)

Industry Keywords

Commercial InsuranceFinancial ServicesPremium FinanceLoan CommitmentsTerritory 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 to Agent/Broker clients
Interpret borrower financial statements and review policy binders/endorsements and their impact on loan collateral and exposure
Analyze competition and competing product offerings
Price interest rates and make recommendations when higher approval authority is needed
Serve as a primary client contact for premium finance needs
Coordinate with Sales Teammates, Underwriting, Management, and Loan Processing
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, and telemarketing for an assigned geographic territory
Make outbound sales calls and track relationship-level sales data in CRM software
Report lost quote opportunities and territory marketing intelligence
Review loan documents for completeness, accuracy, and regulatory and operational compliance
Request loan funding arrangements and verify loan details before and, in some cases, after processing
Track territory performance against goals in an electronic, web-based, near-paperless workflow

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
English language fluency required
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

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)
Reasonable accommodations for applicants with disabilities