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Receivables Finance Portfolio Manager

2 months ago

Chicago, Illinois, United States Wintrust Financial Full time
Company Overview
Wintrust is a financial holding entity managing approximately $50 billion in assets and is publicly traded on NASDAQ under the symbol WTFC.

Our Model
We operate on the "HAVE IT ALL" principle, combining advanced technology and the resources of a large banking institution while emphasizing personalized, service-oriented community banking for every client.

Community Presence
With fifteen community bank subsidiaries and over 170 banking locations in the greater Chicago and southern Wisconsin areas, we are deeply rooted in our communities.

Additional Services
Wintrust also offers a variety of non-banking services, including:
  • Commercial and life insurance premium financing
  • Short-term accounts receivable financing
  • Outsourced administrative services
  • Mortgage origination and purchase
  • Wealth management services
  • Qualified intermediary services for tax-deferred exchanges
Why Work with Us?
We are proud to have an award-winning culture, recognized as a Top Workplace by the Chicago Tribune for the past decade and receiving the Employee Recommended award from the Globe & Mail for six consecutive years.

Compensation and Benefits
We offer competitive salaries along with eligibility for annual discretionary bonuses. Our comprehensive benefits package includes:
  • Medical, dental, and vision insurance
  • Life insurance
  • A 401(k) plan with a generous company match
  • Tuition reimbursement
  • Family-friendly work hours
Career Growth
With over 175 community bank locations, we provide numerous opportunities for career advancement and development, fostering a culture of promoting from within.

Position Overview
The Factoring Portfolio Manager is responsible for overseeing daily collateral and loan analysis for an assigned portfolio of Wintrust Receivable Finance clients, as well as assisting in the onboarding of new clients.

Key Responsibilities
In collaboration with the Assistant Portfolio Manager, you will:
  • Maintain effective communication regarding assigned accounts to ensure thorough portfolio monitoring.
  • Monitor and update ticklers, ensuring compliance with collateral reporting requirements (accounts receivable, accounts payable, financial statements, etc.).
  • Review and manage Account Debtor purchase limits, ensuring timely assessments and updates.
  • Evaluate and approve assignment schedules post-processing.
  • Address borrower inquiries related to collateral and reporting requirements, approving daily client advance requests.
  • Complete necessary Credit Approval documentation for prospects, renewals, and line increases.
  • Review trend cards and actively engage in portfolio reviews.
  • Adhere to Bank Compliance policies and procedures.
  • Perform additional duties as required.
Qualifications
The ideal candidate will possess:
  • An associate or bachelor's degree in Accounting, Finance, or a related field is preferred.
  • A minimum of 5 years of experience in factoring and/or receivables finance, including commercial underwriting.
  • Strong attention to detail and organizational skills with the ability to manage multiple tasks.
  • Excellent interpersonal and customer relations skills for effective communication with clients and team members.
  • The ability to communicate confidently and proactively, both verbally and in writing, with all levels of management, clients, and legal representatives.
  • Independence in decision-making and the ability to work with minimal supervision.
  • Proficiency in Microsoft Office applications, particularly MS Excel, and the capacity to quickly learn new systems.
Benefits Overview
We offer a robust benefits package that includes:
  • Medical, dental, and vision insurance
  • Life and accidental death and dismemberment insurance
  • Short-term and long-term disability insurance
  • Parental leave
  • Employee Assistance Program (EAP)
  • Traditional and Roth 401(k) plans with company matching
  • Flexible Spending Accounts (FSA)
  • Employee Stock Purchase Plan at a 5% discount
  • Critical illness and accident insurance
  • Transportation and commuting benefits
  • Banking benefits
  • Pet insurance
Diversity Commitment
Wintrust Financial Corporation is committed to reflecting the diversity of the communities we serve in our workforce and practices. We are an Equal Opportunity Employer, ensuring that all qualified applicants 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 veteran status.