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Senior Client Service Professional

3 months ago

Libertyville, 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 high performing, collaborative, and diverse team focused on transforming the business through engaging work on enterprise-wide product innovation

  • We are seeking a critical thinker who’s ready to take on new challenges in support of our stakeholders’ ever-evolving business needs

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

  • Gain experience and further your career by joining a growing organization

Position Overview:

This advanced consumer processing position will be focused on processing credit applications and reviewing for bank and regulatory compliance on various types of consumer loans. There will also be a considerable amount of customer service and support for an existing portfolio. Some analytical ability is required in order to gather and summarize data for reports, find solutions to various customer issues, and prioritize work. Position requires continual attention to detail in composing, typing and proofing materials, establishing priorities, and meeting deadlines. Individual must also be highly organized, able to multi-task effectively, and meet deadlines. This position is located in Libertyville and is 100% in-office.

What you will be doing:

  • Process consumer loan applications following regulatory requirements and Bank’s Policies, Procedures and Matrix, upholding the Wintrust standard for internal and external customer service.

  • Coordinate loan closings and fundings.

  • Handle customer transaction requests/balance inquiries.

  • Review and submit bills and invoices for payment; process loan payment requests; transfer funds between accounts.

  • Internal and external customer follow up regarding missing documentation.

  • Various other tasks as assigned.

Qualifications:

  • 3-5 years of relevant experience in banking or related field

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

  • General computer skills

#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.