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Lead Senior Portfolio Strategist

2 months ago

Chicago, Illinois, United States Wintrust Financial Full time
About Wintrust Financial
Wintrust is a financial holding entity managing approximately $50 billion in assets and is publicly traded on the NASDAQ: WTFC.

Built on the "HAVE IT ALL" model, Wintrust combines advanced technology and the resources of a large financial institution while maintaining a focus on personalized community banking for every client.

Operating through fifteen community bank subsidiaries, Wintrust has over 170 banking locations across the greater Chicago and southern Wisconsin regions. In addition, Wintrust provides various non-banking services, including commercial and life insurance premium financing, short-term accounts receivable financing, outsourced administrative services, mortgage origination and acquisition, wealth management, and qualified intermediary services for tax-deferred exchanges.

Why Choose Wintrust?
We pride ourselves on an award-winning culture, recognized as a Top Workplace by the Chicago Tribune for the past nine years and receiving the Employee Recommended award from the Globe & Mail for six consecutive years.

We offer competitive compensation along with an annual discretionary bonus eligibility, a comprehensive benefits package that includes medical, dental, vision, life insurance, a 401(k) plan with a generous company match, and tuition reimbursement, among others.

Our family-friendly work hours and the opportunity for career growth across our 175+ community bank locations foster a promote-from-within culture.

Position Overview
The Lead Senior Portfolio Strategist oversees the management of a substantial commercial banking portfolio and supports commercial banking teams in new business ventures. This role involves supervising a team of Portfolio Managers and Credit Analysts with diverse experience levels.

The portfolio typically encompasses various commercial loans, including lines of credit, term notes, and commercial mortgages, with an aggregate balance exceeding $500 million.

Key Responsibilities
- Assign, manage, and prioritize ongoing workflows.
- Mentor Portfolio Managers and Credit Analysts through auditing work products and providing constructive feedback.
- Contribute to employee development through one-on-one interactions, active career planning, and timely feedback.
- Serve as the liaison with assigned commercial banking teams to ensure new business activities are prioritized while managing portfolio responsibilities such as renewals, annual reviews, covenant testing, and reporting exceptions.
- Directly manage a select portfolio of the most complex and significant accounts.
- Conduct thorough analysis and testing of all business and personal financial data to monitor loan relationships.
- Review credit approval presentations from Portfolio Managers and Credit Analysts, ensuring accuracy and identification of risks.
- Provide quality control in the underwriting process by reviewing work and offering feedback to ensure comprehensive and accurate documentation.
- Act as the primary contact between commercial credit and lending teams in managing new business pipelines and portfolio management activities.

Qualifications
- Bachelor's degree in business, finance, or accounting; a Master's degree is preferred.
- Formal credit training from a reputable bank, with a strong grasp of credit and risk principles, mitigations, and banking policies/procedures.
- Over 10 years of experience in financial services, with a solid understanding of the banking environment, products, and processes; commercial credit experience is highly preferred.
- Previous team management experience is preferred but not mandatory.
- Excellent verbal and written communication skills.
- Strong analytical, organizational, and time management abilities.
- Proven capability to manage tasks efficiently and effectively.
- Strong interpersonal skills with a track record of establishing client relationships and collaborating within a team environment.

Benefits
- Comprehensive medical insurance including dental and vision.
- Life insurance and accidental death and dismemberment coverage.
- Short-term and long-term disability insurance.
- Parental leave and employee assistance programs (EAP).
- Traditional and Roth 401(k) plans with company matching.
- Flexible spending accounts (FSA) and employee stock purchase plans at a discount.
- Additional benefits including critical illness insurance, accident insurance, transportation and commuting benefits, banking benefits, and pet insurance.

Wintrust Financial Corporation, including its 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.