Assistant Portfolio Manager - Agent Finance at Wintrust Financial

Wintrust is a financial holding company with approximately $62 billion in assets whose common stock is traded on the NASDAQ Global Select Market. Guided by its “Different Approach, Better Results” philosophy, Wintrust offers the sophisticated resources of a large bank while providing a community banking experience to each customer. Wintrust operates more than 200 retail banking locations through 16 community bank subsidiaries in the greater Chicago, southern Wisconsin, west Michigan, northwest Indiana, and southwest Florida market areas. In addition, Wintrust operates various non-bank business units, providing residential mortgage origination, wealth management, commercial and life insurance premium financing, short-term accounts receivable financing/outsourced administrative services to the temporary staffing services industry, and qualified intermediary services for tax-deferred exchanges. Our unique business model is a competitive strength and value driver, powered by our talented colleagues who put our customers first and achieve better results for our clients.

Why join us?

• An award-winning culture!  We are rated a Top Workplace by the Chicago Tribune (past 10 years) and Employee Recommended award by the Globe & Mail (past 6 years)

• Competitive pay and annual discretionary bonus eligible

• Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few

• Family-friendly work hours

• With 175+ community bank locations, we offer opportunities to grow and develop in your career

• Promote from within culture

Why join this team?

• We are seeking a critical thinker who’s ready to take on new challenges in support of our stakeholders’ ever-evolving business needs

• We are a vibrant, team-oriented atmosphere that provides opportunities for individual growth

• Gain experience and further your career by joining a growing organization

Position Overview:

The Assistant Portfolio Manager is responsible for managing a portfolio of credit relationships – This includes the receipt of pre-closing conditions, ensuring an efficient loan closing process and all of its related duties, from start to finish, process loan payoffs and related collateral releases, process line of credit draws and accurately complete the funding. The Employee is expected to liaise between all parties to ensure timely and efficient analysis that meets the expectations of the Borrowers, Lenders and Administration Team.  Additionally, the Employee may be responsible for other related duties that may include the marketing of the loan program and underwriting analysis. This position provides exceptional customer service by taking ownership of the customer experience.

What You’ll Do

• Executes exemplary portfolio management via the following by: Maintaining appropriate risk rating on all credits at all times, Managing administrative past dues to 0% at all times, Managing delinquencies as close to 0% at all times, Keeping documentation exceptions to a minimum, and Maintaining covenant tracking without missing testing dates

• Limit reporting tickler exceptions to a minimum

• Acts as a liaison to Loan Operations

• Managing and growing existing customer relationships with businesses that generally have $250,000 to $10MM in revenue.

• Takes ownership of credit sheet content and quality by working closely with credit analysts/loan officers on their successful and timely completion.

• Responsible for annual goals tied to loan and deposit volume, cross-sales, call planning and fee income generation.

• Responsible for understanding the impact of lending on the bank goals.

• Takes part in bank events during and after hours.

Qualifications

• High school diploma or equivalent

• Minimum of 1 year of financial industry or loan closing experience preferred

• High level of organization and time-management with keen attention to detail and the ability to respond quickly to changes in priorities and tasks

• Expert in customer service with strong verbal and written communication skills

• Proficient in MS Office including Excel and Word

• Knowledge and understanding of various loan documents, banking processing standards, best practices, and audit control procedures preferred

Benefits

Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance

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 be Chicago’s Bank® and Wisconsin's Bank®, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.