Senior Portfolio Manager, Middle Market Banking

3 days ago


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

We are seeking a highly skilled Senior Portfolio Manager to join our Middle Market Commercial Banking team. As a key member of our team, you will be responsible for managing a portfolio of commercial customers, analyzing financial statements, and providing credit recommendations to support business growth and risk management.

Key Responsibilities
  • Manage a portfolio of commercial customers, including financial statement analysis and credit recommendations
  • 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 the appropriate level of credit administration
  • Review and negotiate loan documentation
  • Serve as a contact for internal audits, loan review, compliance reviews, and regulatory exams
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
  • Knowledge of risk ratings analysis, corporate finance, and research
  • Strong analytical and financial modeling abilities
  • Exceptional verbal and written communication skills
  • Strong interpersonal skills with a proven ability to establish client relationships
  • Proficiency in Microsoft Office products, including advanced Excel modeling skills
  • Familiarity with Moody's analytics
Benefits
  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • 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 5% discount
  • Critical Illness Insurance
  • Accident Insurance
  • Transportation and Commuting Benefits
  • Banking Benefits
  • Pet Insurance

Wintrust Financial Corporation is an Equal Opportunity Employer and welcomes applications from diverse candidates.



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