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Senior Portfolio Manager

2 months ago

Chicago, Illinois, United States Wintrust Financial Full time
Job Overview

Wintrust Financial is a prominent financial holding entity managing approximately $50 billion in assets and listed on NASDAQ:WTFC. Emphasizing the "HAVE IT ALL" philosophy, Wintrust combines advanced technology and extensive resources of a large banking institution with a commitment to personalized community banking for every client. The organization operates fifteen community bank subsidiaries with over 170 banking locations across the greater Chicago and southern Wisconsin regions. Additionally, Wintrust encompasses various non-banking divisions, including commercial and life insurance premium financing, short-term accounts receivable financing, outsourced administrative services, mortgage origination and purchase, wealth management services, and qualified intermediary services for tax-deferred exchanges.

Why Choose Wintrust?

  • Recognized for an exceptional workplace culture, Wintrust has been awarded a Top Workplace by the Chicago Tribune for the past nine years and has received the Employee Recommended award from the Globe & Mail for six consecutive years.
  • Offers competitive compensation along with eligibility for an annual discretionary bonus.
  • Provides a comprehensive benefits package, including medical, dental, vision, life insurance, a 401(k) plan with a generous company match, and tuition reimbursement.
  • Supports family-friendly work hours.
  • With over 175 community bank locations, there are ample opportunities for career growth and development.
  • Fosters a culture of promoting from within.

The Senior Portfolio Manager, Team Lead is responsible for overseeing the management of a substantial commercial banking portfolio while supporting commercial banking teams in new business ventures. This role is accomplished through the leadership of a team comprising Portfolio Managers and Credit Analysts with diverse experience levels. The typical portfolio includes various types of commercial loans, such as lines of credit, term notes, and commercial mortgages, with an aggregate portfolio balance exceeding $500 million.

Key Responsibilities

  • Oversee the assignment, management, and prioritization of ongoing workflows, mentoring Portfolio Managers and Credit Analysts by reviewing work products and providing constructive feedback, while contributing to the professional development of team members through one-on-one interactions, active career planning, and timely feedback.
  • Act as the liaison with assigned commercial banking teams, ensuring that new business initiatives are prioritized while managing portfolio responsibilities, including renewals, annual reviews, covenant testing, and reporting exceptions, in compliance with bank policies.
  • Directly manage a select portfolio of the most complex and significant accounts, including gathering, analyzing, and testing all business and personal financial data to monitor loan relationships, performing portfolio management tasks such as underwriting annual reviews and renewals, conducting covenant testing verifications, managing reporting and documentation exceptions, and ensuring accurate risk ratings for the loan portfolio.
  • Review credit approval presentations from Portfolio Managers and Credit Analysts, focusing on data accuracy and analysis, ensuring all risks are identified and mitigated, and establishing appropriate governance structures based on the risk profile.
  • Provide quality control in the underwriting process by reviewing work and offering feedback to ensure that underwriting documents are comprehensive and accurate before supervisor review.
  • Serve as the primary point of contact between commercial credit and lending teams, managing new business pipelines and portfolio management activities, while challenging lending teams to ensure that lending relationships align with the bank's risk tolerance and that all portfolio management expectations are met.

Qualifications

  • Bachelor's degree in business, finance, or accounting; a Master's degree is preferred.
  • Formal credit training from a reputable bank, with a solid understanding of general credit and risk principles, mitigations, and banking policies/procedures.
  • 10+ years of experience in financial services with a comprehensive understanding of the banking environment, products, and supporting processes and technology; commercial credit experience is highly preferred.
  • Prior experience in team management 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 demonstrated ability to establish client relationships and work collaboratively within a team environment.

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 a 5% discount
• Critical Illness Insurance
• Accident Insurance
• Transportation and Commuting Benefits
• Banking Benefits
• Pet Insurance

Wintrust is committed to serving a diverse range of communities and individuals from all backgrounds. To fulfill our mission as Chicago's Bank and Wisconsin's Bank, we strive to reflect that diversity in the communities we serve, the individuals we employ, the organizations we collaborate with, and our banking and lending practices. Wintrust Financial Corporation 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.