Current jobs related to Client Support Professional - Itasca - Wintrust Financial

  • Client Support Professional

    20 hours ago

    Itasca, 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...

  • Administrative Support Specialist

    7 days ago

    Itasca, Illinois, United States Evergreen Supply Company Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at Evergreen Supply Company. As an Administrative Support Specialist, you will be responsible for providing administrative support to our team, including drafting correspondences, planning and scheduling appointments, and developing and...

  • Tax Professional

    1 month ago

    Itasca, Illinois, United States Creative Financial Staffing Full time

    Tax Manager Role OverviewWe are seeking a highly skilled Tax Manager to join our team at Creative Financial Staffing. This is a permanent direct hire opportunity with a competitive compensation and benefit package.Why Work with Our Client?Competitive salary and benefits packageCollaborative and dynamic work environmentOpportunities for professional growth...

  • Technical Support Specialist

    2 weeks ago

    Itasca, Illinois, United States Sterling Engineering Full time

    Job Title: Field Service SpecialistAt Sterling Engineering, we are seeking a highly skilled Field Service Specialist to join our team. As a Field Service Specialist, you will be responsible for providing technical support to our clients during the process of machinery installations, as well as assisting with the commissioning and testing of machinery.Key...

  • Administrative Support Specialist

    4 weeks ago

    Itasca, Illinois, United States Evergreen Supply Company Full time

    Job SummaryWe are seeking an experienced Administrative Assistant Receptionist to provide exceptional support to our team. As a key member of our administrative staff, you will be responsible for performing a variety of clerical and administrative tasks to drive company success. This is a full-time opportunity with opportunities for growth and professional...

  • Sales Professional

    3 weeks ago

    Itasca, Illinois, United States Graybar Full time

    Inside Sales Representative Job DescriptionAs an Inside Sales Representative at Graybar, you will play a crucial role in developing and maintaining relationships with new and existing customers. Your primary responsibility will be to sell Company products and services, while also providing exceptional customer service and support.Key Responsibilities:Develop...

  • Tax Professional Internship

    2 weeks ago

    Itasca, Illinois, United States CDH CPA, PLLC Full time

    Full-Time Tax Internship OpportunityCDH CPA, PLLC is seeking a highly motivated and detail-oriented Tax Intern to join our Accounting & team. The successful candidate will gain valuable experience in tax preparation, accounting, and public accounting.Responsibilities:Prepare tax returns and special consulting services, including reports, statements, and...

  • Global Accounting Professional

    7 days ago

    Itasca, Illinois, United States Michael Page Full time

    Accountant Role OverviewThis is a fantastic opportunity to join a global manufacturing company as an Accountant, working closely with the Controller and a collaborative team. The company is a leading player in the industry, with a strong focus on product quality and customer satisfaction.Key Responsibilities:Experience with general ledger accounting and...

  • Seasonal Support Driver

    3 days ago

    itasca, United States United Parcel Service Full time

    SHIFT YOUR FUTURESeasonal Support DriverSHIFT YOUR TEAMWho exactly are UPS Seasonal Support Drivers?As a Seasonal Support Driver you'll deliver packages throughout their communities, connecting with customers along the way while driving their own vehicle. This is a friendly, physically active crew who enjoy fast-paced work, being outdoors, and being behind...

  • Seasonal Support Driver

    3 days ago

    Itasca, United States United Parcel Service Full time

    SHIFT YOUR FUTUREFind out more about the daily tasks, overall responsibilities, and required experience for this opportunity by scrolling down now.Seasonal Support DriverSHIFT YOUR TEAMWho exactly are UPS Seasonal Support Drivers?As a Seasonal Support Driver you'll deliver packages throughout their communities, connecting with customers along the way while...

  • Home Health Aide Professional

    4 weeks ago

    Itasca, Illinois, United States AccentCare, Inc. Full time

    Job Opportunity at AccentCare, Inc.AccentCare, Inc. is seeking a dedicated and compassionate Home Health Aide to join our team. As a Home Health Aide, you will play a vital role in providing high-quality patient care and support to individuals in their homes.ResponsibilitiesProvide personal care and assistance with daily living activities, such as bathing,...

  • Seasonal Support Driver

    2 days ago

    ITASCA, United States United Parcel Service Full time

    SHIFT YOUR FUTURE Seasonal Support Driver SHIFT YOUR TEAM Who exactly are UPS Seasonal Support Drivers? As a Seasonal Support Driver you’ll deliver packages throughout their communities, connecting with customers along the way while driving their own vehicle. This is a friendly, physically active crew who enjoy fast-paced work, being outdoors,...

  • Seasonal Support Driver

    3 days ago

    ITASCA, United States United Parcel Service Full time

    SHIFT YOUR FUTURE Seasonal Support Driver SHIFT YOUR TEAM Who exactly are UPS Seasonal Support Drivers? As a Seasonal Support Driver you’ll deliver packages throughout their communities, connecting with customers along the way while driving their own vehicle. This is a friendly, physically active crew who enjoy fast-paced work, being outdoors,...

  • Seasonal Support Driver

    4 days ago

    Itasca, United States United Parcel Service Full time

    SHIFT YOUR FUTURE Seasonal Support Driver SHIFT YOUR TEAM Who exactly are UPS Seasonal Support Drivers? As a Seasonal Support Driver you’ll deliver packages throughout their communities, connecting with customers along the way while driving their own vehicle. This is a friendly, physically active crew who enjoy fast-paced work, being outdoors, and...

  • Seasonal Support Driver

    4 days ago

    Itasca, United States United Parcel Service Full time

    SHIFT YOUR FUTURE Seasonal Support Driver SHIFT YOUR TEAM Who exactly are UPS Seasonal Support Drivers? As a Seasonal Support Driver you’ll deliver packages throughout their communities, connecting with customers along the way while driving their own vehicle. This is a friendly, physically active crew who enjoy fast-paced work, being outdoors, and...

  • Seasonal Support Driver

    3 days ago

    Itasca, United States United Parcel Service Full time

    SHIFT YOUR FUTURE Seasonal Support Driver SHIFT YOUR TEAM Who exactly are UPS Seasonal Support Drivers? As a Seasonal Support Driver you’ll deliver packages throughout their communities, connecting with customers along the way while driving their own vehicle. This is a friendly, physically active crew who enjoy fast-paced work, being outdoors, and...

  • Seasonal Support Driver

    23 hours ago

    ITASCA, United States United Parcel Service Full time

    SHIFT YOUR FUTURE Seasonal Support Driver SHIFT YOUR TEAM Who exactly are UPS Seasonal Support Drivers? As a Seasonal Support Driver you’ll deliver packages throughout their communities, connecting with customers along the way while driving their own vehicle. This is a friendly, physically active crew who enjoy fast-paced work, being outdoors,...

  • Seasonal Support Driver

    2 days ago

    Itasca, United States United Parcel Service Full time

    SHIFT YOUR FUTURESeasonal Support Driver SHIFT YOUR TEAM Who exactly are UPS Seasonal Support Drivers? As a Seasonal Support Driver you’ll deliver packages throughout their communities, connecting with customers along the way while driving their own vehicle. This is a friendly, physically active crew who enjoy fast-paced work, being outdoors, and...

  • Facilities Support Specialist

    1 month ago

    Itasca, Illinois, United States Costco Wholesale Corp. Full time

    Join Our Team as a Maintenance Assistant at Costco Wholesale Corp.We are seeking a highly motivated and detail-oriented individual to join our team as a Maintenance Assistant at Costco Wholesale Corp. in Devon Ave, Ste 100. As a key member of our facilities team, you will be responsible for maintaining a clean and safe environment for our employees and...

  • Captive Support Team Lead

    2 weeks ago

    Itasca, Illinois, United States Captive Resources Full time

    Job Title: Captive Support ManagerAs a Captive Support Manager at Captive Resources, you will oversee the day-to-day operations of the captive support team, focusing on the processing of new business submissions, renewal submissions, and audits. You will work closely with PM Leadership to ensure that the enterprise objectives, growth goals, service level...

Client Support Professional

2 months ago

Itasca, 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

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

  • We are seeking a critical thinker that’s willing to learn and not afraid of taking on new initiatives

  • Wintrust fosters a positive and inclusive workplace culture by promoting teamwork, respect and collaboration

Client Support Professional:

Responsible for the customer experience by providing high touch support to Commercial clients by serving as a liaison between internal contacts such as Loan Operations, Treasury Management and Deposit Operations. Provides administrative support for Commercial Lenders as CSP workload requires. This position is 100% onsite, but may allow for 1-day WFH after first 90 days.

What You Will Be Doing:

  • Handle daily customer requests via phone and/or system such as account opening, balance inquiries, wire processing. Perform advances, transfers, payoffs and pay downs on loans. Good understanding of Bank’s Policy and regulatory requirements such as the Patriot Act and Regs E, O, U, etc.

  • Troubleshoot and investigate complex or non-standard customer issues and onboard new clients.

  • Support Relationship Managers by answering calls, preparing documentation packages, ensuring all vendor invoices are paid in a timely manner and gathering information to resolve issues or complete projects. Responsible for balancing lenders’ loan expense accounts.

  • Prepare/complete loan due diligence such as searches, appraisal orders and credit reports, as well as, corporate documents as required.

Qualifications:

  • Experience:  3-5 years' experience providing customer support and loan support required.

  • Must have high level of interpersonal skills to handle sensitive and confidential information. Position continually requires demonstrated poise, tact and diplomacy.

  • Some analytical ability is required in order to gather and summarize data for reports, find solutions to various customer issues, and prioritize work.

  • Work requires continual attention to detail in composing, typing and proofing materials, establishing priorities and meeting deadlines.

  • Knowledge of consumer and commercial lending business and an excellent command of the English language.

  • Knowledge of banking concepts, practices, and procedures especially as it relates to consumer and commercial lending.

  • Must have knowledge of a variety of computer software applications in word processing, spreadsheets, email and database software.

  • Must be flexible and willing to accommodate to the customer and team needs.

#LI-ONSITE

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.