11 days old

Portfolio Manager - ESOP

Wintrust Financial Corporation
Des Plaines, IL 60016
  • Job Code

At Wintrust, we know the importance of relationships. Our clients are number one, which is why we want to make sure our people are the best and the brightest. Our employees are part of what make us who we are. Many of them have been with us since the opening of our first bank in 1991, and share a common passion for serving and supporting the communities we're part of. As we continue to grow our family, and the areas we serve, we want to know that we are expanding to include diverse, talented, well-rounded and passionate people who will continue to form and solidify the relationships our company prides itself on.

Wintrust Commercial Banking is looking for a dynamic Portfolio Manager primary role and responsibilities include all aspects of portfolio management of Commercial Banking portfolio loans, along with assistance in the development of new relationships and/or expansion of existing relationships. The existing loan portfolio consists of all types of commercial loans including lines of credit, term notes, and commercial mortgages. The typical loan size is less than $500,000 to $20 million.

The Employee is responsible for supporting the credit function, risk administration function and from time to time the sales function. Responsibilities include gathering, analyzing and testing all business and personal financial data collected for the purpose of monitoring the loan portfolio, issuing, extending, amending, reviewing, monitoring and testing a commercial credit facility. The Employee is expected to liaise between all parties to ensure timely and efficient tracking and analysis that meets the expectations of the Borrowers, Lenders, and Administration Team.


Under the umbrella of portfolio management and underwriting of the risk administration processes for the Business Banking group, the Employee is specifically responsible for:

  • Assist in the collection, spreading and maintaining of financial statements
  • Testing and monitoring financial covenants consistent with loan requirements
  • Assist in preparation of portfolio reviews, which include a focus on timely and accurate risk ratings
  • Supporting due diligence and loan documentation efforts
  • Participating in the opportunity assessment and prospecting process
  • Underwriting credit requests
  • Preparing and reviewing Credit Approval Presentations
  • Understanding and adhering to Credit/Bank policies and procedures

Wintrust Financial Corporation (Wintrust) is a financial services company based in Rosemont, Illinois, with approximately $28 billion in assets. We engage in the business of providing traditional community banking services, commercial banking, wealth management services, commercial insurance premium financing, life insurance premium financing, mortgage origination, short-term accounts receivable financing, and certain administrative services, such as data processing of payrolls, billing and treasury management services. We provide community-oriented, personal and commercial banking services to customers located in the greater Chicago, Illinois and southern Wisconsin areas through our 15 wholly-owned banking subsidiaries .


  • Lending experience required
  • 3 -10 years in financial services industry experience, with a working knowledge of wealth services/banking environment, products and all supporting processes and technology
  • Excellent oral and written communications skills. Strong analytical, organizational and time management skills. Proven ability to manage tasks in a timely and efficient manner.
  • Strong interpersonal skills used within a team environment and in client interaction with emphasis on relationship building
  • Ability to proactively manage and prioritize work flow
  • Bachelor's degree with a business, finance or accounting major
  • Formal Bank credit training is preferred, with a strong understanding of general credit and risk principles, mitigates, and banking policies/procedures

We provide an engaging, dynamic work environment, an excellent compensation package including 401k, employee stock purchase plan, medical/dental, life insurance and more!

Wintrust Financial Corporation (including community banking and financial services subsidiaries) is an Equal Opportunity/Affirmative Action/Veterans/Disability employer.

Posted: 2019-11-24 Expires: 2019-12-23
Sponsored by:
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Sponsored by:
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Portfolio Manager - ESOP

Wintrust Financial Corporation
Des Plaines, IL 60016

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