Anne Compton Albart Email & Phone Number

Clayton, Missouri, United States

Life insurance premium finance is a very niche product, which Enterprise Bank & Trust reserves for ultra-high-net-worth borrowers with a minimum net worth of $10M and $500,000 in annual premium. Our team takes a personalized approach to premium finance, believing that advisors and borrowers who pursue such a sophisticated life insurance strategy deserve flexibility, convenience, and customized solutions. This level of service outperforms interest rates when evaluating long-term outcomes. My role on Enterprise Bank’s dedicated premium finance team is to manage annual true-ups, maintain monthly reporting, and monitor the portfolio, which requires attention to detail, planning, and organization. I am familiar with every detail of every loan we service throughout the entire life of the loan, including those that have multiple policies with multiple anniversary dates. These multiple true-ups add a level of complexity that most premium finance lenders won’t accommodate, but in our experience, most ultra-high-net-worth borrowers and their advisors prefer.

My career in life insurance premium finance began in 2009 by supporting Greg Willert and Abby Kepple in building the bank’s premium finance program and perfecting our systems and reporting. I excel at taking complex procedures and breaking them down into manageable steps that make the loan process a breeze for the advisors we work with and the clients they serve. I truly enjoy dotting all the I’s and crossing all the T’s that are essential to a program’s success. In 2013, I chose to leave Enterprise Bank to focus on being a mom, spending time with my family, and volunteering in our schools and community. I was recruited back to the LIPF team in 2019 and was thrilled to return part-time to achieve that coveted work-life balance.

As a Credit Analyst, I was responsible for underwriting secured and unsecured commercial loan middle-market transactions up to $10 million, analyzing financial statements, communicating with clients to obtain updated financial information to process renewals, and accurately maintaining credit files. As a Commercial Banking Representative, I initially helped manage an “E-Direct” $60 million loan portfolio by maintaining current clients, assisting new clients, and processing loan renewals for Relationship Managers in multiple branch offices. I later transitioned into a traditional commercial banking role, during which I managed a multi-million-dollar portfolio, met with clients to negotiate new loans, discussed existing loan modifications, and closed consumer and commercial loans (new and renewal).

At Moneta Group, I developed several organizational systems to keep track of vital confidential client information and was recognized by the SEC during a company audit as the most accurate and organized coordinator in the office. I was also responsible for writing and processing trade confirmations and handling securities transfers and audits for more than 200 accounts worth $57 million.

Bachelor Of Science - Bs, Personal Financial Management With A Minor In German

Activities and Societies: Adventure Club at Derby Ridge Elementary School in Columbia, MO 2000-2003

Education record