Middle Market Portfolio Manager

1 month ago

Lake Forest 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 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

The Portfolio Manager supports the rapidly growing Middle Market Commercial Banking team. In this role, you will be the point of contact for client relations and will be responsible for client interaction. The Portfolio Manager analyzes commercial business financial statements ranging from $20MM to $500MM in revenue and calculates critical credit metrics such as cash flow, leverage, working capital, and collateral coverage.

What You'll Do

  • 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

Qualifications

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

  • 6+ 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

#LI-HYBRID

#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.

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