FAAS Premium Finanacing Specialist, Consumer Banking Group
Core
End-to-end processing of premium financing applications for life insurance products, managing credit approval, documentation, and loan disbursement.
Role type
Senior IC premium financing specialist
Builds
Insurance premium financing facilities
Domain
Consumer banking / Life insurance
Required skills
Life insurance product knowledge, credit facility management, financial regulations, application processing, risk analysis, compliance checks, loan documentation, collateral management, broker and insurer liaison
Preferred skills
Complex financial analysis, process improvement, stakeholder management
Technologies
None stated
Responsibilities
Guide clients through applications and ensure complete documentation; conduct preliminary credit assessments and risk analysis; facilitate credit approval with underwriting teams; prepare and execute loan and security documents; coordinate loan disbursement and facility activation; monitor existing loans, collateral, and margin calls; resolve application and servicing issues; liaise with brokers and insurers to build relationships and gather market intelligence.
Seniority
Mid-level, hands-on IC