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Portfolio Manager, Commercial

Wintrust Financial Corporation
Holland, USA
Full-time
Manager · 4+ years experience
Onsite
Discovered Yesterday

Full Job Posting

Qualifications

  • Bachelor's degree from an accredited institution with a business, finance, economics or accounting major
  • Minimum 4 years’ financial services industry experience, with a working knowledge of banking environment, products and all supporting processes and technology; prior commercial credit experience highly preferred
  • Formal Bank credit training is preferred, with a strong understanding of general credit and risk principles, mitigates, and banking policies/procedures
  • Thorough understanding of risks (market, rate, leverage, etc.) as it applies to the lending process
  • Understanding of commercial lending policies and procedures along with the knowledge of loan agreement, loan structuring, and collateral procedures
  • Proficiency in MS Office: Excel, Word, PowerPoint, and financial forecast models
  • Excellent oral and written communications skills
  • Strong analytical and organizational skills with the ability to proactively manage and prioritize workflow
  • Strong interpersonal skills with a proven ability establishing client relationships and working within a team environment

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
  • Compensation
  • The estimated salary range for this role is $85,000-$110,000, 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.
  • #LI-AC1
  • 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. 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, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.

Preferred Qualifications

  • Minimum 4 years’ financial services industry experience, with a working knowledge of banking environment, products and all supporting processes and technology; prior commercial credit experience highly preferred
  • Formal Bank credit training is preferred, with a strong understanding of general credit and risk principles, mitigates, and banking policies/procedures

Responsibilities

  • Manage an assigned portfolio of commercial customers in partnership with the relationship manager
  • Provide support and oversight of reporting for portfolio management (delinquency, problem loans, exceptions, tickler tracking, etc.) as designated by the CCO
  • Coordinate collection and review of financial statements, tax returns, covenant compliance certificates, and/or borrowing bases to comply with customers’ reporting requirements
  • 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
  • Prepare credit packages for annual reviews, renewals, loan requests, portfolio reviews and criticized asset reviews
  • Structure and underwrite complex commercial loan transactions in an assigned portfolio and new business transactions
  • Provide credit recommendations to the appropriate level of credit administration
  • Review and negotiate loan documentation in consultation with legal counsel and ensure renewals and modifications are properly closed
  • Serve as contact for, provide support of and responses to internal audits, loan review, compliance reviews and regulatory exams for the bank
  • Comply with all bank policies and procedures as well as applicable state and federal regulations

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