Senior Portfolio Manager, Middle Market

2 weeks ago


Chicago, Illinois, United States Wintrust Financial Full time
Senior Portfolio Manager, Middle Market

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
Requirements
  • 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
Benefits

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.



  • Chicago, Illinois, United States AXA XL Ltd Full time

    Job Title: Senior Underwriter, Middle MarketWe are seeking a highly skilled Senior Underwriter to join our Middle Market team at AXA XL Ltd. As a Senior Underwriter, you will play a critical role in establishing new broker and client relationships, underwriting Middle Market products, and supporting the growth of our business.Key Responsibilities:Develop and...


  • Chicago, Illinois, United States AXA XL Ltd Full time

    About the RoleWe are seeking a highly skilled Senior Underwriter to join our Middle Market team at AXA XL Ltd. As a key member of our team, you will be responsible for underwriting and managing our Middle Market insurance products, building strong relationships with brokers and clients, and contributing to the growth and development of our business.Key...


  • Chicago, Illinois, United States AXA XL Ltd Full time

    About the RoleWe are seeking a highly skilled Senior Underwriter to join our Middle Market team at AXA XL Ltd. As a key member of our team, you will be responsible for underwriting and managing our Middle Market insurance products, building strong relationships with brokers and clients, and contributing to the growth and development of our business.Key...


  • Chicago, Illinois, United States AXA XL Ltd Full time

    About the RoleWe are seeking a highly skilled Senior Underwriter to join our Middle Market team at AXA XL Ltd. As a Senior Underwriter, you will play a critical role in establishing new broker and client relationships, underwriting Middle Market products, and supporting the growth of our business.Key ResponsibilitiesDevelop and market new products to meet...


  • Chicago, Illinois, United States Allstate Insurance Company Full time

    Job SummaryThe Allstate Corporation is seeking a highly skilled Investment Portfolio Manager to join its Private and Alternatives Investment Group (PAIG). As a key member of the Portfolio Management & Analytics (PM&A) team, you will play a critical role in improving investment and portfolio management decisions through the use of data and analytics.Key...


  • Chicago, Illinois, United States AXA Group Full time

    Job SummaryAXA XL is seeking a highly skilled Senior Product Manager to join our Middle Market team. As a key member of our product development team, you will be responsible for driving the development and launch of new products and services that meet the evolving needs of our middle market clients.Key ResponsibilitiesCollaborate with cross-functional teams,...


  • Chicago, Illinois, United States Wintrust Financial Full time

    Job Title: Middle Market Relationship ManagerWintrust Financial is a leading financial holding company with a strong presence in the Chicago and southern Wisconsin market areas. We are seeking a highly skilled Middle Market Relationship Manager to join our team.Job Summary:The Middle Market Relationship Manager is responsible for managing and growing a...


  • Chicago, Illinois, United States Fifth Third Bank, N.A. Full time

    Job Title: Emerging Middle Market Relationship Manager IVFifth Third Bank, National Association is seeking a highly skilled Emerging Middle Market Relationship Manager IV to join our team. As a key member of our commercial banking team, you will be responsible for developing and maintaining relationships with senior executives of large companies in the...


  • Chicago, Illinois, United States AXA Group Full time

    Job SummaryAXA XL is seeking a highly skilled Senior Product Manager to join our Middle Market team. As a key member of our product development team, you will be responsible for driving the development and launch of new products and services that meet the needs of our middle market clients.Key ResponsibilitiesCollaborate with cross-functional teams to...


  • Chicago, Illinois, United States Ventas Full time

    Senior Housing Operating Portfolio ManagerWe are seeking a dynamic leader to join our Ventas SHOP team as a Senior Housing Operating Portfolio Manager. This role is responsible for growing, shaping, and supporting a $1B+ portfolio of senior living real estate.Key Responsibilities:Collaborate with the SHOP Portfolio team to align on key initiatives and...


  • Chicago, Illinois, United States WELLS FARGO BANK Full time

    About this RoleWells Fargo is seeking a Commercial Banking Portfolio Manager to join our Middle Market Credit Execution Team. This role is responsible for managing credit portfolios to meet the long-term financial objectives and risk tolerance for commercial banking clients. As a key member of a client's deal team, you will play a critical role in evaluating...


  • Chicago, Illinois, United States Aon Full time

    Job Title: Middle Market Account ExecutiveWe are seeking a highly skilled Middle Market Account Executive to join our team at Aon. As a key member of our organization, you will be responsible for developing and maintaining strong relationships with our mid-market clients, providing them with innovative and effective solutions to their risk management...


  • Chicago, Illinois, United States Baxter Full time

    About the RoleBaxter is seeking a Senior Marketing Analyst to join our Medical Products and Therapy team. As a key member of our team, you will play a critical role in enhancing the return on investment of our global marketing portfolio.Key ResponsibilitiesAnalyze marketing portfolio performance data to identify opportunities for improvementDevelop and...


  • Chicago, Illinois, United States Related Company Full time

    Senior General Manager OpportunityWe are seeking an experienced Senior General Manager to oversee a portfolio of luxury properties in the Chicago area. As a key member of our team, you will be responsible for managing a team of property managers and ensuring that the properties are operating at peak efficiency and profitability.Key Responsibilities:Hire,...


  • Chicago, Illinois, United States Aon Full time

    Job Title: Middle Market Account ExecutiveWe are seeking a highly skilled Middle Market Account Executive to join our team at Aon. As a key member of our organization, you will be responsible for developing and maintaining strong relationships with our mid-market clients, providing them with innovative and effective solutions to their risk management...


  • Chicago, Illinois, United States Related Company Full time

    Job Title: Senior General ManagerWe are seeking an experienced Senior General Manager to oversee a portfolio of properties in the Chicago area.Key Responsibilities:Hire, train, and manage a team of property managers to ensure they meet performance standards.Develop and implement operational policies and procedures to improve efficiency and maximize...

  • Financial Analyst

    1 month ago


    Chicago, Illinois, United States Portfolio Verlag Full time

    About the RoleWe are seeking a highly skilled Portfolio Analyst to join our team at Portfolio Verlag. As a Portfolio Analyst, you will play a critical role in facilitating decisions and analysis of all types of credit information to support lending decisions and processes for the bank.Key ResponsibilitiesAnalyze financial information, tax returns, credit...


  • Chicago, Illinois, United States Fifth Third Full time

    Job SummaryFifth Third Bank is seeking a highly skilled Emerging Middle Market Relationship Manager IV to join our team. As a key member of our commercial banking team, you will be responsible for developing and maintaining relationships with our largest existing portfolio of companies, with annual gross sales of at least $10MM and generally less than $100MM...


  • Chicago, Illinois, United States Ventas Full time

    Job SummaryVentas, a leading healthcare real estate investment trust, is seeking a highly skilled Senior Housing Operating Portfolio Manager to join our team. As a key member of our SHOP (Senior Housing Operating Portfolio) group, you will be responsible for growing, shaping, and supporting a $1B+ portfolio of senior living real estate.Main...


  • Chicago, Illinois, United States Peapod Digital Labs Full time

    Job Title: Senior Portfolio ManagerWe are seeking a highly skilled Senior Portfolio Manager to join our team at Peapod Digital Labs. As a Senior Portfolio Manager, you will be responsible for leading the execution of our IT portfolio, ensuring timely and within-budget delivery of projects.Key Responsibilities:Develop and maintain a comprehensive...