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Senior Portfolio Manager

4 months ago

Des Plaines, 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 matches 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

Sr. Portfolio Manager

supports the Middle Market Commercial Banking team, analyzing commercial business financial statements ranging from $20MM to $500M in revenue and calculating critical credit metrics such as cash flow, leverage, working capital, and collateral coverage. In this role, you will be the point of contact for client relations and maintain a high level of client responsiveness.

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 in business administration, finance, accounting, or related discipline

Minimum 7 years’

commercial credit experience including experience in one of the following sectors: corporate banking, middle market or CRE; leveraged lending experience preferred

Thorough understanding of risk management and credit mitigants

Knowledge risk ratings analysis, corporate finance and/or research

Strong analytical and financial modeling abilities

Exceptional verbal and written communication skills

Strong interpersonal skills with a proven ability establishing client relationships

Proficiency using Microsoft Office products including advanced Excel modeling skills

Familiarity with Moody's analytics

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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