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Portfolio Manager

3 months ago

Chicago IL, United States Wintrust Financial Full time

Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank subsidiaries with over 170 banking locations in the greater Chicago and southern Wisconsin market areas. Additionally, Wintrust operates various non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services and qualified intermediary services for tax-deferred exchanges.

Why join us?

  • An award-winning culture  We are rated a Top Workplace by the Chicago Tribune (past 9 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

  • Promote from within culture

The Portfolio Manager - Asset-Based Lending is responsible for managing a portfolio of credit relationships. This role is expected to liaise between all parties to ensure timely and efficient analysis that meets the expectations of the Borrowers, Lenders and Administration Team.

Why join this team?

  • We are a high performing, collaborative, and diverse team focused on growing the business by providing excellent service to clients and partners.

  • We hold ourselves accountable to high standards, share wins, operate ethically, and have fun.

  • Our portfolio of clients and assets allows us to grow in our knowledge base and provides for plenty of opportunities for exposure to executive management.

​What You'll Do

  • Manage an assigned asset-based portfolio of commercial customers

  • Structure and underwrite asset-based loan transactions ($5MM - $100MM aggregate credit exposure) for existing portfolio customers and new business transactions

  • Coordinate the collection and review of financial statements, compliance certificates, and collateral reports to comply with customers’ reporting requirements

  • Review and negotiate loan documentation in consultation with legal counsel and ensure deals are closed properly

  • 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

Qualifications

  • Bachelor's degree from an accredited institution with a business, finance, economics, or accounting major (preferred)

  • Minimum 7 years' Middle Market Asset-Based Lending experience preferred; ($25MM - $250MM+ company revenue, $5MM - $100MM aggregate credit exposure)

  • Thorough understanding of general credit and risk principles as it applies to asset-based lending 

  • Working knowledge of MS Office: Excel, Word, PowerPoint, and financial forecast models including 13-week cashflows

  • 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 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

#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 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.