Remotery

Paralegal, Exchange Director

atCRC Insurance ServicesRemoteUS flagIllinoisFull-timeParalegalLead$75k – $80k/year

Posted 15 hours ago

This is a fully remote position, open to applicants in Illinois.

📋 Description

• Establish and nurture relationships with current banking teams and third-party partners including real estate attorneys, accountants, and realtors.

• Cultivate an extensive network of banking connections within the Truist organization.

• Drive sales efforts, enhance revenue, and broaden market reach to meet financial goals.

• Monitor and document appointments.

• Partner with management and internal teams on Business Development projects.


⛳️ Requirements

• Fluency in the English language is essential.

• Minimum of 5 years' experience in client relationship management or sales.

• Familiarity with real estate transactions and closings is advantageous but not mandatory.

• Outstanding facilitation, written and verbal communication, and interpersonal abilities.

• Strong sense of accountability.

• Exceptional attention to detail.

• Customer service-focused with effective communication skills.

• Innovative problem-solving capabilities.

• Willingness to travel as needed.

• High energy and a positive demeanor.

• Team-oriented with strong negotiation skills.

• Preferred background in legal, accounting, or transactional real estate.

• Proven experience as a client relationship manager in a similar capacity.


🏝️ Benefits

• Health insurance.

• Dental insurance.

• Vision insurance.

• Employer Paid Life insurance.

• Employer Paid Long-Term Disability (LTD).

• Paid Time Off.

• 401(k) plan.

• 401(k) Employer Match.

• Comprehensive medical, dental, vision, life, disability, and AD&D insurance.

• Tax-advantaged savings accounts.

• Company holidays, vacation, and sick leave.

• New parent leave.

• Restricted stock units and/or deferred compensation plan available for eligible roles.

• Opportunities for learning and leadership development programs.

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