Wintrust Financial

Wintrust Financial

Senior Portfolio Manager, Government, Not-for-Profit, & Healthcare

Chicago, IL · Senior

Sponsorship not specified$98k-$150kDetected 27 days ago
Financial ModelingAccountingExcelResearchCommunicationMicrosoft Office

About the role

  • Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol "WTFC." Why join us? - An award-winning culture!
  • 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.

Responsibilities

  • Provide support and oversight of reporting for portfolio management (delinquency, problem loans, exceptions, tickler tracking, etc.) as designated by the CCO
  • Monitor assigned portfolio for early warning signs of financial weakness or other risks and work with borrowers to develop and execute an appropriate plan to mitigate risk and/or transfer to Special Assets Group
  • Serve as contact for, provide support of and responses to internal audits, loan review, compliance reviews and regulatory exams for the bank

Requirements

  • Bachelor's degree in business administration, finance, accounting, or related discipline
  • Knowledge risk ratings analysis, corporate finance and/or research
  • Strong interpersonal skills with a proven ability establishing client relationships
  • Proficiency using Microsoft Office products including advanced Excel modeling skills
  • Familiarity with Moody's analytics
  • In this role, you will evaluate nonprofit banking loan requests with revenues typically between $5 Million to $1 Billion using a thorough knowledge of loan policy, guidelines, and procedures.

Nice to have

  • GNPH experience preferred
  • Minimum 7 years' commercial credit experience including experience in one of the following sectors: corporate banking, middle market or CRE

Compensation

  • The estimated salary range for this role is $98,000-$150,000, 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.
  • Prepare credit packages for annual reviews, renewals, loan requests, portfolio reviews and criticized asset reviews

Benefits

  • Life insurance
  • Short-term and long-term Disability Insurance
  • Parental Leave
  • Flexible Spending Account (FSA)
  • Employee Stock Purchase Plan at 5% discount
  • Transportation and Commuting Benefits

Company info

  • Manage an assigned portfolio of commercial customers in partnership with the relationship manager
  • Coordinate collection and review of financial statements, tax returns, covenant compliance certificates, and/or borrowing bases to comply with customers' reporting requirements

Equal opportunity

  • Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer.

This listing is sourced directly from Wintrust Financial's careers page and normalized into a canonical job model.