Business Analyst

As one of the largest premium finance companies in the country, FIRST Insurance Funding provides full premium finance services, plus additional services built specifically for agencies. We pride ourselves on the variety of incentive programs, services, and technology we offer. This not only helps grow the agents, brokers, and companies we partner with, but also helps them better serve their clients. FIRST Insurance Funding is a subsidiary of Wintrust, a financial services company with more than $66 billion in assets.

The Business Analyst will be involved in various technical and operational initiatives across the organization. This position will work closely with Business Units and IT to define the scope of projects, gather/document requirements, identify system bugs/defects, and document business processes. They will also analyze data to help optimize department efficiencies.

What You'll Do

• Act as liaison between the business units, primarily but not limited to Inside Sales, and IT to translate business objectives into technical requirements by creating detailed business requirements documents, process flow charts, or other required documentation. Coordinate review and approval of requirements with business units. Perform feasibility analysis and suggest alternatives when appropriate.
• Responsible for design of testing, actual testing, implementation, documentation, and training of Inside Sales on enhancements, for both our loan origination system and Salesforce enhancements.
• Work with Senior Management to track and prioritize system enhancements. Consult and provide suggestions for overall technology and operational strategy. Act as an advocate for Inside Sales to ensure enhancements are developed according to customer deadlines.
• Reporting - Monthly inside sales workload reporting, slide decks for senior management presentations, KRIs, and other reports by request.

Qualifications

• 3-5 years prior BA experience in Premium Finance, Financial Services, Insurance, or Banking is preferred
• Advanced Excel and SQL skills
• Experience with Requirement Gathering and Defect Management
• Exceptional written and oral communication skills
• Knowledge in analysis, design and workflow

Benefits

Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance

Compensation

The estimated salary range for this role is $80,000 -$100,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills and experience.

From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.