Portfolio Manager

4 weeks ago

Northfield, United States Wintrust Financial Full time

Portfolio Manager - Northern Suburbs page is loaded

Portfolio Manager - Northern Suburbs

Apply

locations

Northfield, IL

time type

Full time

posted on

Posted 6 Days Ago

job requisition id

231441

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

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, providing 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

Qualifications Bachelor's degree from an accredited institution with a business, finance, economics, or accounting major (preferred)

3+ years in commercial credit / underwriting experience; Middle Market Commercial Banking experience preferred

Strong understanding of general credit and risk principles, mitigates, and banking policies/procedures; formal bank credit training is preferred

Proficient in Microsoft Office (Excel, Word, PowerPoint) and financial forecast models

Thorough understanding of risks (market, rate, leverage, etc.) as it applies to the lending process

Knowledge of loan agreements, loan structuring, and collateral procedures

Exceptional oral and written communications skills

Strong interpersonal skills with the ability to establish client relationships and work within a team environment

Excellent organizational skills with the ability to proactively manage and prioritize workflow

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-Onsite #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. About Us

In 1991, we opened one storefront community bank location with one specific goal: to provide an alternative to the big banks that were just beginning to flood the market. We believed— and still do—that people deserve a warm, friendly, honest, and highly responsive banking experience. Today, we’re proud to be Chicago’s Bank® and Wisconsin’s Bank®. We’ve also grown into a company with a presence across the United States and Canada. We have more than 175 community banks and provide a variety of offerings, including commercial banking, premium financing, mortgage origination, wealth management, and short-term accounts receivable financing, just to name a few. Every bank and group that has joined the Wintrust family along the way has stayed true to that original mission, thanks to our employees who serve as brand champions and live our values. Entrepreneurial, customer-focused, and team-oriented people thrive here at Wintrust. We approach each day intent on making an impact and believe in providing truly distinctive customer service. We’re not just in the communities we serve. We’re part of them. Wintrust is pleased to provide employees with a total reward that includes: Competitive base pay and bonus opportunities.

A wide array of generous benefits.

Employee services and programs.

Extensive training and development.

Time off and community involvement opportunities.

Meaningful work focused on serving our customers and improving our communities.

Wintrust may collect personal information from you in connection with the application process. Wintrust complies with the California Consumer Privacy Act of 2018, and its policy may be found here Click here for Equal Opportunities.

#J-18808-Ljbffr

  • Consumer Marketing Manager

    3 weeks ago

    Northfield, United States Medline Full time

    Under general direction from the Senior Marketing Manager, develop and implement business strategies, marketing plans, market research, advertising, promotions, and strategy for new product development for the full Gloves category across all retail channels. RESPONSIBILITIES Develop and implement growth strategies for the Gloves category including portfolio...

  • Commercial Property Manager

    2 months ago

    Northfield, United States Imperial Realty Company Full time

    Imperial Realty Company is an industry leader in commercial real estate headquartered in Chicago. Our portfolio mainly consists of office buildings. We are seeking an experienced multi-site Property Manager with a keen eye for detail, trained to look for obvious as well as subtle improvements that will enhance our buildings in the suburbs. This is a very...

  • Commercial Property Manager

    2 weeks ago

    Northfield, United States Imperial Realty Company Full time

    Imperial Realty Company is an industry leader in commercial real estate headquartered in Chicago. Our portfolio mainly consists of office buildings. We are seeking an experienced multi-site Property Manager with a keen eye for detail, trained to look for obvious as well as subtle improvements that will enhance our buildings in the suburbs. This is a very...

  • Engineering and Construction Manager

    7 days ago

    Northfield, United States FirstLight Power Full time

    **About Us** FirstLight is a leading clean power producer, developer and energy storage company with operating and development assets in New England (ISO NE), Pennsylvania and New Jersey (PJM), New York (NYISO), and Ontario (IESO), with expansion to other regions actively underway. Our mission and vision is to accelerate the de-carbonization of the electric...

  • Director, IT Vendor Management

    3 weeks ago

    Northfield, United States Medline Industries, Inc. Full time

    Medline Industries has an immediate opening for a Director, IT Vendor Management! This position will be based out of our Northfield, IL headquarters but may require travel to other Medline and vendor locations. The role will offer a hybrid model of work. The Director, IT Vendor Management leads the technology procurement function providing vision and...

  • Director, IT Vendor Management

    3 weeks ago

    Northfield, Minnesota, United States Medline Industries, Inc. Full time

    Medline Industries has an immediate opening for a Director, IT Vendor Management This position will be based out of our Northfield, IL headquarters but may require travel to other Medline and vendor locations. The role will offer a hybrid model of work. The Director, IT Vendor Management leads the technology procurement function providing vision and...

  • Associate Product Manager

    2 months ago

    Northfield, United States Medline Industries Inc Full time

    **Primary Location** US-IL-Northfield Under guidance of a Senior Product Manager, this individual will manage the marketing, sales support, and financial growth of the assigned product lines. Interact daily with the Physician Office sales force to answer questions and provide directions on items and pricing. Will be expected to prepare content, present, and...

  • Contract & Pricing Manager

    3 weeks ago

    Northfield, United States Medline Industries Inc Full time

    **Primary Location** US-IL-Northfield Medline Industries has an immediate opening for a Contract & Pricing Manager in the Lab division! This position will be based out of our Northfield, IL headquarters and will offer a hybrid model of work. - Identify project opportunities, manage the team’s project portfolio, and prioritize work to maximize value...

  • Sr. Manager, Business Planning and Analytics

    2 months ago

    Northfield, United States Medline Industries, Inc. Full time

    JOB SUMMARY Lead and manage the Business Analytics Team that provides financial and operational decision support to division Sales Operations and Marketing via dashboards, financial modeling, data analysis, and reporting relating to revenue, gross profit, pricing, product costing, quotations, bids, product revisions, market insights, and marketing...

  • Sr. Manager, Business Planning and Analytics

    3 weeks ago

    Northfield, United States Medline Industries, Inc. Full time

    JOB SUMMARY Lead and manage the Business Analytics Team that provides financial and operational decision support to division Sales Operations and Marketing via dashboards, financial modeling, data analysis, and reporting relating to revenue, gross profit, pricing, product costing, quotations, bids, product revisions, market insights, and marketing...

  • Performance Marketing Program Manager

    2 weeks ago

    Northfield, United States Medline Industries Full time

    Education: Bachelor%26rsquo;s degree. Work Experience: At least 5 years of CPG brand/marketing/sales and/or Shopper Marketing experience. 3+ years of digital agency management experience required. 3+ years of eCommerce experience, with broad and/or deep expertise in Amazon or Walmart.com selling, with an advanced understanding of the business,...

  • Performance Marketing Program Manager

    1 week ago

    Northfield, United States Healthcare Businesswomen's Association Full time

    Partner with multi-functional Medline teams to drive strategy and execution of all performance marketing activity within eCommerce; developing a full funnel approach that places our consumers at the center of everything we do. This role collaborates closely with product division, retail marketing, retail sales, and supply chain teams to drive Medline...

  • Performance Marketing Program Manager

    5 days ago

    Northfield, United States Medline Industries Full time

    Partner with multi-functional Medline teams to drive strategy and execution of all performance marketing activity within eCommerce; developing a full funnel approach that places our consumers at the center of everything we do. This role collaborates closely with product division, retail marketing, retail sales, and supply chain teams to drive Medline...

  • Sr. Marketing Program Manager

    4 weeks ago

    Northfield, United States Healthcare Businesswomen's Association Full time

    The Medline Marketing team’s goal is to help enable sales growth, enhance customer relationships, and strengthen Medline’s reputation and equity within healthcare. We help our sales teams by providing compelling content, high impact programs and more. Collaboratively, we craft comprehensive marketing strategies that demonstrate a deep understanding of...

  • Performance Marketing Program Manager

    5 days ago

    Northfield, United States Medline Gruppe Full time

    Job Description - Performance Marketing Program Manager (MAR0100CD) Performance Marketing Program Manager ( Job Number: MAR0100CD ) Primary Location Partner with multi-functional Medline teams to drive strategy and execution of all performance marketing activity within eCommerce; developing a full funnel approach that places our consumers at the center of...

  • Sr. Marketing Program Manager

    4 weeks ago

    Northfield, United States Medline Full time

    The Medline Marketing team’s goal is to help enable sales growth, enhance customer relationships, and strengthen Medline’s reputation and equity within healthcare. We help our sales teams by providing compelling content, high impact programs and more. Collaboratively, we craft comprehensive marketing strategies that demonstrate a deep understanding of...

  • Senior Financial Advisor

    1 month ago

    Northfield, United States AFIN Family Wealth Management Full time

    Job Description Job Description Senior Financial Advisor AFIN Family Wealth Management is a firm specializing in holistic financial planning for individuals and businesses. Our goal is to make financial planning understandable and accessible by offering personalized, hands-on service. We educate our clients about financial concepts and products, and take the...

  • Senior Financial Advisor

    1 day ago

    Northfield, United States AFIN Family Wealth Management Full time

    Job Description Job Description Senior Financial Advisor AFIN Family Wealth Management is a firm specializing in holistic financial planning for individuals and businesses. Our goal is to make financial planning understandable and accessible by offering personalized, hands-on service. We educate our clients about financial concepts and products, and take the...

  • Production Support Team

    1 month ago

    Northfield, United States Post Holdings Full time

    Business Unit Overview Headquartered in Lakeville, Minn., Post Consumer Brands, a business unit of Post Holdings, Inc., is dedicated to providing people and their pets with delicious food choices for every taste and budget. The company's portfolio includes beloved brands such as Honey Bunches of Oats, PEBBLES, Grape-Nuts and Malt-O-Meal cereal, and Peter...

  • Production Support Team

    3 weeks ago

    Northfield, United States Post Holdings Full time

    Business Unit Overview Headquartered in Lakeville, Minn., Post Consumer Brands, a business unit of Post Holdings, Inc., is dedicated to providing people and their pets with delicious food choices for every taste and budget. The company's portfolio includes beloved brands such as Honey Bunches of Oats, PEBBLES, Grape-Nuts and Malt-O-Meal cereal, and Peter...