Senior Portfolio Manager, Middle Market
2 weeks ago
Wintrust Financial is a leading financial holding company with approximately $50 billion in assets under management. We offer a unique blend of sophisticated technology and community banking expertise to serve our customers. Our Middle Market Commercial Banking team is seeking a highly skilled Senior Portfolio Manager to join our team.
Key Responsibilities- Manage a portfolio of commercial customers in partnership with relationship managers
- Provide support and oversight of reporting for portfolio management, including delinquency, problem loans, and exceptions
- Coordinate collection and review of financial statements, tax returns, and covenant compliance certificates
- Monitor the portfolio for early warning signs of financial weakness or other risks and develop plans to mitigate risk
- Prepare credit packages for annual reviews, renewals, loan requests, and portfolio reviews
- Structure and underwrite complex commercial loan transactions
- Provide credit recommendations to credit administration
- Review and negotiate loan documentation
- Bachelor's degree in business administration, finance, accounting, or related discipline
- Minimum 7 years' commercial credit experience, including experience in corporate banking, middle market, or CRE
- Thorough understanding of risk management and credit mitigants
- Strong analytical and financial modeling abilities
- Exceptional verbal and written communication skills
- Strong interpersonal skills and ability to establish client relationships
- Proficiency in Microsoft Office products, including advanced Excel modeling skills
Wintrust Financial offers a comprehensive benefits package, including medical, dental, vision, life insurance, and a 401(k) plan with company match. We also offer flexible spending accounts, employee assistance programs, and other benefits to support our employees' well-being.
Wintrust Financial is an Equal Opportunity Employer and welcomes applications from diverse candidates. We are committed to creating an inclusive work environment that values diversity, equity, and inclusion.
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