Loan Advisor

Agile Cap is a growing entrepreneurial company based in Park City, UT. The company has lent millions in capital funding to insurance agencies since it began in 1998. Initially launched as Commissions Funding Group, the business was transitioned to Agile Cap in 2014. Agile Cap’s only goal is to serve as the premier lending expert for companies in the insurance industry.

This includes small-to-mid-sized insurance sales organization and intermediaries like Manager General Agencies, Brokerage General Agencies, Insurance TPAs, Franchisers and Associations. Few traditional lenders will help insurance businesses with flexible loans, mainly because they don’t see that sufficient collateral exists. Agile Cap uses its sophisticated understanding of the insurance commission structure to collateralize an agency’s future commissions. This gives us the advantages of quick turnaround, total flexibility in loan structure, and competitive finance terms.

These advantages are complimented by personalized service and agency-tailored support, the hallmarks of our business practice.

Job Summary

Agile Cap, , is looking for a talented, sales and customer relations professional to join our team in Park City, UT area. We are a fast-growing company that helps insurance agencies and companies fund their growth.

Responsibilities and Duties

The right person for our team is competitive, communicative, and well rounded. This person will be involved in every aspect of the business, working closely with senior management to help prospects and clients solve their funding needs.

If you are a self-starter, anxious to be part of an entrepreneurial enterprise and want to work hard while achieving work/life balance, this may be for you.

This team member will be responsible for independently reviewing loan requests and analyzing the new applicants and existing borrowers. Act as a central control point in the loan approval process to ensure the customer/borrowers needs are meet. Provide excellent customer service with all parties, including insurance carriers, agencies, agents, banks/financial institutions, borrowers and co-workers and assist Sales Team and Loan Operations staff in loan closing activities.

We are seeking an individual with a college degree who demonstrates:

• Excellent professional written and verbal communication skills
• Robust analytical capability
• Strong work ethic with no fear of working to get the job done
• Working knowledge of the MS Office application Suite
• Sound business judgement with solid organizational capability
• Ability to work independently and balance multiple work assignments while meeting deadlines
• Motivated, inquisitive, detailed oriented, and adaptive to change
• Knowledge of financial and accounting concepts and the interpretation of financial statements
• Excited to work in a flexible casual work environment right next to Park City Mountain Resort
• Experienced in insurance or financial services environment preferred

If you have these qualifications and are looking for a great opportunity we want to meet you. We offer a competitive base salary, healthy benefit package and generous bonus program but most of all the ability to contribute to a team and learn and grow with our company. All your information will be kept confidential according to EEO guidelines.