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Senior Portfolio Manager

3 months ago

Lake Forest, 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. 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 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 Role 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 of 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 to establish client relationships. Proficiency using Microsoft Office products including advanced Excel modeling skills. Familiarity with Moody's analytics. From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. 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. 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, and 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. #J-18808-Ljbffr