Senior Commercial Portfolio Manager
2 weeks ago
Wintrust is a prominent financial holding company managing approximately $50 billion in assets, publicly traded on the NASDAQ: WTFC.
Emphasizing the "HAVE IT ALL" philosophy, Wintrust combines advanced technology and the resources of a large banking institution while prioritizing service-oriented community banking for every client.
With fifteen community bank subsidiaries and over 170 banking locations across the greater Chicago and southern Wisconsin regions, Wintrust is dedicated to fostering strong community ties.
In addition to banking services, Wintrust operates various non-bank business units, 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 Consider a Career with Us?- Recognized for an award-winning culture, rated a Top Workplace by the Chicago Tribune for the past nine years and received the Employee Recommended award by the Globe & Mail for six years.
- Competitive compensation package with eligibility for annual discretionary bonuses.
- Comprehensive benefits including medical, dental, vision, life insurance, a 401(k) plan with a generous company match, and tuition reimbursement.
- Family-friendly work hours.
- Opportunities for career growth and development across 175+ community bank locations.
- A culture that promotes internal advancement.
The Senior Portfolio Manager, Team Lead is responsible for overseeing a substantial commercial banking portfolio and supporting commercial banking teams in new business initiatives. This role involves supervising a team of Portfolio Managers and Credit Analysts with diverse experience levels.
The portfolio typically encompasses various types of 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 workflow while mentoring Portfolio Managers and Credit Analysts through auditing work products and providing constructive feedback.
- Act 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 in compliance with bank policies.
- Directly manage a select portfolio of the most complex and significant accounts, which includes gathering, analyzing, and testing all relevant financial data to monitor loan relationships.
- Perform portfolio management tasks including 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, ensuring accuracy in data and analysis, identifying and mitigating risks, and establishing appropriate governance structures based on risk profiles.
- Provide quality control in the underwriting process by reviewing work and offering feedback to ensure comprehensive and accurate underwriting documents before supervisor review.
Serve as the primary contact between commercial credit and lending teams in managing new business pipelines and portfolio management activities, ensuring lending relationships align with the bank's risk tolerance and portfolio management expectations.
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 credit and risk principles, mitigations, and banking policies/procedures.
- Over 10 years of experience in financial services with a comprehensive understanding of the banking environment, products, and supporting processes; commercial credit experience is highly preferred.
- Previous 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 build client relationships and collaborate within a team environment.Benefits
- Medical Insurance
- Dental Coverage
- Vision Insurance
- Life Insurance
- Accidental Death and Dismemberment Insurance
- 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 diverse communities and individuals from all backgrounds. To fulfill our mission as Chicago's and Wisconsin's Bank, we strive to reflect the diversity of the communities we serve in our workforce, partnerships, and banking practices.
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, sex, sexual orientation, gender identity, national origin, age, disability, or status as a covered veteran or any other characteristic protected by law.
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