Senior Client Services Specialist

1 week ago

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

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

Why Consider Joining Us?

  • Recognized for excellence: We have been honored as a Top Workplace by the Chicago Tribune for the past nine years and received the Employee Recommended award from the Globe & Mail for six consecutive years.
  • Attractive compensation and eligibility for annual discretionary bonuses.
  • Comprehensive benefits package, including medical, dental, vision, life insurance, a 401k plan with a generous company match, and tuition reimbursement.
  • Family-oriented work hours.
  • With over 175 community bank locations, we provide ample opportunities for career advancement and professional development.
  • Culture of promoting from within.

Why Join This Team?

  • We are a high-performing, collaborative, and diverse team dedicated to driving business transformation through innovative enterprise-wide product initiatives.
  • We seek a critical thinker prepared to embrace new challenges in support of our stakeholders' evolving business requirements.
  • Our vibrant, team-focused environment fosters individual growth and development.
  • Enhance your experience and advance your career by becoming part of a growing organization.

Position Summary:

This advanced consumer processing role centers on the evaluation of credit applications and ensuring compliance with banking regulations across various consumer loan types. The position also involves substantial customer service and support for an existing portfolio. Analytical skills are essential for compiling and summarizing data for reports, resolving customer issues, and prioritizing tasks. Attention to detail is crucial for composing, typing, and proofreading materials, establishing priorities, and meeting deadlines. The ideal candidate must be highly organized, capable of multitasking effectively, and adept at meeting deadlines. This position is entirely office-based.

Key Responsibilities:

  • Process consumer loan applications in accordance with regulatory standards and the Bank's Policies, Procedures, and Matrix, while upholding Wintrust's commitment to exceptional internal and external customer service.
  • Coordinate loan closings and fundings.
  • Assist customers with transaction requests and balance inquiries.
  • Review and submit bills and invoices for payment; process loan payment requests; facilitate fund transfers between accounts.
  • Follow up with internal and external customers regarding missing documentation.
  • Perform various other tasks as assigned.

Qualifications:

  • 3-5 years of relevant experience in banking or a related field.
  • Proficient in a variety of computer software applications, including word processing, spreadsheets, email, and database management.
  • General computer skills are required.

#LI-ONSITE

From our inception, Wintrust has proudly served a diverse array of communities and individuals from all backgrounds. To be recognized as Chicago's Bank and Wisconsin's Bank, we strive to reflect that diversity in the communities we serve, the workforce we employ, the organizations we collaborate with, and our banking and lending 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, 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.

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