Wintrust

Portfolio Manager II, CRE

Rosemont, IL · Mid

Sponsorship not specified$85k-$110kDetected 15 days ago

Financial AnalysisAccountingWriting

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." Description above taken directly from PM II job posting on same PM team earlier this year.
Why join us? - An award-winning culture!
The ideal candidate is initiative-taking, has strong analytical and writing skills, and can multi-task across job functions, various client needs and competing bank priorities.

Create comprehensive, detailed, and thoughtful opportunity memos and full credit approvals for new business clients which will include client and sponsors' background, history, market experience and global real estate portfolio
Proactively manage covenant compliance testing for existing clients and new clients on an ongoing basis
Work with external and internal business partners on review of deal related legal documents
Develop a working knowledge of credit/loan policy for credit requests and exceptions
Review credit approval memorandums and attorney-prepared loan documents for new and renewed loans to ensure compliance and adherence to the loan approval guidelines
Good interpersonal skills with internal partners, counsel, clients and senior management
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.

Minimum 3 years' commercial real estate credit, portfolio management and/or commercial lending experience
Experience with cash flow modeling, lease abstracting and financial statement analysis
Accounting and finance knowledge, as well as knowledge of real estate fundamentals and concepts
Independently analyze credit and financial information of property and individuals to determine the degree of risk associated with the extension of credit

Bachelor's degree (Business, Finance, Accounting or Economics preferred)
Strong understanding of general credit and risk principles, and banking policies/procedures
formal bank credit training is preferred

The estimated salary range for this role is $85,000-$110,000, along with eligibility to earn an annual bonus.

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

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