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First Insurance Funding Jobs (NOW HIRING)

Pacific Rim Capital

Funding Specialist

Irvine, CA · On-site

$25 - $33/hr

Gather and organize required documentation, including insurance, invoices, and lease agreements ... We operate with an "Office First" approach, meaning our team works from our office location rather ...

Pacific Rim Capital

Funding Specialist

Irvine, CA · On-site +1

$27.50 - $36.30/hr

Gather and organize required documentation, including insurance, invoices, and lease agreements ... We operate with an "Office First" approach, meaning our team works from our office location rather ...

SourceLine

Funding Specialist

Vienna, VA

Our client is hiring a Funding Specialist to support loan closing and post-closing operations ... Oversee back-end loan processes including insurance, first payment defaults, and post-closing items

SoFi

Loan Funding Specialist

Charlotte, NC · On-site

We're a next-generation financial services company and national bank using innovative, mobile-first ... Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at ...

NQM Funding LLC

Purchase Funder

Boca Raton, FL · On-site

$45K - $50K/yr

... first. Our commitment to excellence and integrity sets us apart, allowing us to close loans based ... Pet Insurance * Legal Shield/ID Shield Equal Employment Opportunity: NQM Funding, LLC management ...

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All JobsFirst Insurance Funding Jobs

First Insurance Funding information

See salary details

$24.5K

$58.1K

$115.5K

How much do first insurance funding jobs pay per year?

As of Jul 22, 2026, the average yearly pay for first insurance funding in the United States is $58,052.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $69,500.00 per year, depending on experience, location, and employer.

What is the difference between First Insurance Funding vs Insurance Underwriter?

AspectFirst Insurance FundingInsurance Underwriter
CredentialsTypically requires insurance licensing and financial knowledgeRequires insurance licenses, underwriting certifications, and risk assessment skills
Work EnvironmentOffice-based, financial and insurance industry settingOffice or remote, insurance companies or brokerage firms
Industry UsageUsed in insurance funding, premium financing, and financial servicesUsed in evaluating insurance applications, assessing risk, and setting policy terms

First Insurance Funding and Insurance Underwriters both operate within the insurance industry, but their roles differ. First Insurance Funding focuses on providing financial solutions like premium financing, while Insurance Underwriters assess risk to determine policy terms. Understanding these differences helps job seekers and employers identify the right career path or hiring needs within the insurance sector.

What are the key skills and qualifications needed to thrive as an Insurance Funding Specialist, and why are they important?

To thrive as an Insurance Funding Specialist, you need a solid understanding of finance, insurance products, and risk assessment, typically supported by a degree in finance, business, or a related field. Familiarity with loan management software, insurance policy management systems, and regulatory compliance tools is often required. Strong analytical thinking, attention to detail, and effective communication help professionals excel in client interactions and complex documentation tasks. These skills ensure accurate funding processes, regulatory compliance, and high client satisfaction in a competitive financial services environment.

What is First Insurance Funding and what services do they provide?

First Insurance Funding is a leading provider of premium finance solutions for the insurance industry. They work with insurance agents and brokers to offer clients flexible payment options for their insurance premiums, making it easier for businesses and individuals to manage their cash flow. By financing insurance premiums, First Insurance Funding helps clients avoid large upfront payments and instead pay over time, which can be especially beneficial for managing budgets and maintaining coverage. Their services cover a wide range of commercial, personal, and specialty insurance lines.

How does a role at First Insurance Funding typically interact with brokers and clients during the premium financing process?

At First Insurance Funding, team members regularly collaborate with insurance brokers and clients to facilitate premium finance agreements. You’ll be expected to provide clear communication, answer questions about payment plans, and ensure all documentation is accurate and compliant with regulations. Building strong relationships with brokers is essential, as they rely on your expertise to deliver seamless financing solutions to their clients. Attention to detail and responsiveness are key for success in this fast-paced, client-focused environment.
More about First Insurance Funding jobs
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What job categories do people searching First Insurance Funding jobs look for? The top searched job categories for First Insurance Funding jobs are:
First Insurance Funding jobs near you
Infographic showing various First Insurance Funding job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 73% Full Time, 21% Part Time, and 5% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $58,052 per year, or $27.9 per hour.

SVP, Chief Fiduciary Officer

FIRST Insurance Funding of Canada

Chicago, IL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 7 days ago

Job description

Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC, Wintrust Private Trust., Great Lakes Advisors LLC, and The Chicago Deferred Exchange Company LLC, we offer comprehensive wealth management solutions, including investment, trust, and asset management services. Wintrust Wealth Management is a division of Wintrust, a financial services company with more than $66 billion in assets.
Why join us?
  • An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 10 years) and Employee Recommended award by the Globe & Mail (past 6 years)
  • Competitive pay and discretionary or incentive bonus eligible
  • Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few
  • Family-friendly work hours
  • With 175+ community bank locations, we offer opportunities to grow and develop in your career
  • Promote from within culture

Why join this team?
  • We have a culture that encourages an entrepreneurial spirit
  • We offer multiple opportunities for development and upward mobility

Job Description Summary
The Chief Fiduciary Officer (CFO-Fiduciary) is the senior-level Officer responsible for the design, governance, and execution of all fiduciary activities across the trust company. This role ensures that the organization consistently fulfills its fiduciary duties in accordance with applicable law, regulatory expectations, and the highest standards of prudence, loyalty, and care.
As a member of the WPT leadership team, the CFO-Fiduciary partners closely with the CEO, Sr. Compliance Officer, WPT Investment Officers, Managing Directors - Administration Team Leads, Operations and Middle Office Services Team Leads, and other business line leaders to align fiduciary oversight with strategic growth while safeguarding the firm's reputation and mitigating risk. The CFO will also manage and administer a book of business and support new business development as needed.
Job Description
Fiduciary Governance & Oversight
  • Review governing documents to provide a thorough fiduciary risk assessment, as part of the pre-acceptance process, in order for WPT Team Leads/Senior Management to assess acceptance of new business by WPT as Trustee and/or Co-Trustee
  • Review trust agreements for opinion on interpretation issues and/or conflict; advise trust officers and team leads with conclusions on a timely basis; present to Discretionary Committee, Trust Administration and Management Committee
  • Ensure consistent application of fiduciary standards across all accounts, including trusts, estates, guardianships, and agency relationships
  • Serve as final escalation (prior to TDC, if necessary) point for complex fiduciary matters and discretionary decisions

Risk Management & Compliance
  • Partner with Legal, Compliance, and Risk to ensure adherence to fiduciary laws (e.g., Prudent Investor Rule, Uniform Trust Code, ERISA where applicable)
  • Oversee fiduciary risk management framework, including account reviews, exception tracking, and mitigation strategies
  • Participate in regulatory exam readiness and responses (e.g., OCC, state banking regulators, internal audit)
  • Monitor and mitigate litigation, reputational, and operational risks associated with fiduciary activities - in conjunction with WPT Compliance team

Policy Development & Best Practices
  • Develop, implement, and maintain fiduciary policies, procedures, and best practices across the enterprise
  • Ensure scalability and consistency as the firm grows in complexity and geography
  • Drive modernization of fiduciary processes, including integration of technology and data governance

Fiduciary Administration and Business Development
  • Administer and oversee a portfolio of high-complexity trusts, including Irrevocable Trusts, Dynasty Trusts, Charitable Trusts, SLATs and Private
  • Maintain deep expertise in fiduciary income tax; estate and gift tax considerations and other complex fiduciary knowledge - remain knowledgeable and updated on industry trends
  • Ensure appropriate discretionary distribution practices aligned with governing instruments and client intent
  • Oversee acceptance and onboarding standards for new fiduciary relationships within one's book
  • Oversee administration of unique assets (closely held business interests, real estate, concentrated positions)
  • Serve as main point of contact for client communication and navigate sensitive family dynamics with discretion and authority
  • Partner with external advisors (attorneys, CPAs) on complex tax and estate planning issues; work closely with WPC, GLA, WTI and other business lines on promoting WPT services and presenting our services to prospective clients

Strategic Leadership
  • Act as a strategic advisor to executive leadership on fiduciary implications of new products, services, and markets
  • Support business development efforts by providing fiduciary expertise in high-net-worth and ultra-high-net-worth client situations
  • Partner with investment leadership to ensure alignment between fiduciary duty and portfolio management practices
  • Project Management - Identify and lead initiatives to improve consistency in account coding, processing, documentation, and reporting; Collaborate with technology colleagues to develop and enhance administrative and reporting systems that drive efficiency

Talent Development & Culture
  • Build and lead a high-performing fiduciary organization, including senior trust officers and specialists
  • Lead and manage the Trust Real Estate Team
  • Establish training programs to elevate fiduciary acumen across the firm
  • Promote a culture of fiduciary excellence, accountability, and client-first decision making
  • Raises the profile of Wintrust Wealth Management / WPT through community involvement
  • Mentorship within WPT and participate outside of WPT within Wintrust in a mentorship program

Qualifications
  • 10+ years of relevant experience
  • Specialized Advanced degree (PhD, J.D.)
  • CTFA and/or CFP Preferred or equivalent years of experience

Compensation
The estimated salary range for this role is $141,000- $190,000, along with eligibility to earn an annual bonus and incentive compensation. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills and experience.
#LI-Onsite
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.

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