Middle Market Portfolio Manager Team Lead

3 months ago

Elk Grove Village, 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 Team Lead manages the administration of a sizable commercial banking portfolio and supports commercial banking teams in new business initiatives, accomplishing these objectives through the supervision of a team of Portfolio Managers and Credit Analysts with varying experience levels. The typical portfolio will consist of all types of commercial loans including lines of credit, term notes, and commercial mortgages with an aggregate portfolio balance of $500MM plus.

What You'll Do

  • Primary responsibilities include assignment, management, and prioritization of ongoing workflow, mentoring Portfolio Managers and Credit Analysts by auditing work products and providing feedback, while contributing to the organizational development of employees through 1:1 interactions, active career planning and mentorship, and delivery of timely and accurate feedback

  • Serve as the liaison with assigned commercial banking teams assuring new business activities are prioritized while portfolio management responsibilities (renewals, annual reviews, covenant testing, reporting exceptions, documentation exceptions, etc.) are managed in accordance with bank policies

  • Directly manage a small portfolio of the most complex and important accounts.  Direct portfolio management responsibilities include gathering, analyzing and testing all business and personal financial data collected for the purpose of monitoring the loan relationship while performing portfolio management tasks including the underwriting of annual reviews and renewals, completing covenant testing verifications, managing reporting and documentation exceptions, and ensuring the loan portfolio is accurately risk rated

  • Review credit approval presentations of the Portfolio Managers and Credit Analysts, focusing on the accuracy of the data and analysis, ensuring all risks are identified and mitigated, and ensuring a structure is in place to appropriately govern the credit based on the risk profile

  • Provide a layer of quality control in the underwriting process by reviewing work and providing feedback to Portfolio Managers and Credit Analysts to ensure underwriting documents are comprehensive and accurate prior to review by their supervisor

  • Primary point of contact between commercial credit and the lending teams in managing new business pipelines and portfolio management activities.  Serve as a credible challenge to the lending teams to ensure lending relationships are structured within the bank’s risk tolerance and all portfolio management expectations are met

Qualifications

  • Bachelor's degree in business, finance or accounting; Master’s degree preferred

  • Formal credit training from a respected bank, with a strong understanding of general credit and risk principles, mitigates, and banking policies/procedures

  • 10+ years' financial services experience with a working knowledge of the banking environment, products and all supporting processes and technology; commercial credit experience highly preferred

  • Prior experience managing a team preferred but not required

  • Excellent verbal 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.

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