Senior Portfolio Manager

2 weeks ago

Chicago, Illinois, United States Wintrust Financial Full time
Position 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 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 also engages in various non-banking sectors 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 Work with Us?

  • Recognized for an exceptional workplace culture, rated as a Top Workplace by the Chicago Tribune for the past nine years and awarded the Employee Recommended accolade by the Globe & Mail for six consecutive years.
  • Competitive salary structure along with eligibility for annual discretionary bonuses.
  • Comprehensive benefits package that includes medical, dental, vision, life insurance, a 401(k) plan with a generous company match, and tuition reimbursement, among others.
  • Family-friendly working hours.
  • Opportunities for career growth and development across our 175+ community bank locations.
  • A culture that emphasizes internal promotions.

The Senior Portfolio Manager, Team Lead is responsible for overseeing the management of a substantial commercial banking portfolio and assisting commercial banking teams with new business initiatives. This role is accomplished through the supervision of a team comprising Portfolio Managers and Credit Analysts with diverse experience levels. The typical portfolio encompasses various types of commercial loans, including 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, while mentoring Portfolio Managers and Credit Analysts through work audits and constructive feedback, contributing to their professional development through one-on-one interactions, active career planning, and timely performance evaluations.
  • Act as the primary liaison with designated commercial banking teams, ensuring that 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 assessing all business and personal financial data to monitor loan relationships, conducting portfolio management tasks like underwriting annual reviews and renewals, performing covenant testing verifications, and managing reporting and documentation exceptions to ensure accurate risk ratings.
  • Review credit approval presentations prepared by Portfolio Managers and Credit Analysts, focusing on data accuracy and risk identification, ensuring that appropriate governance structures are in place based on the risk profile.
  • Provide quality control in the underwriting process by reviewing documentation and offering feedback to ensure comprehensive and accurate underwriting materials before supervisor review.
  • Serve as the main point of contact between commercial credit and lending teams, managing new business pipelines and portfolio management activities, while ensuring that lending relationships adhere to 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 general credit and risk principles, mitigants, and banking policies/procedures.
  • Over 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 desirable.
  • 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 establish client relationships and collaborate 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 fostering a diverse workforce that reflects the communities we serve. We are an Equal Opportunity Employer, and 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.

  • Financial Analyst

    5 days ago

    Chicago, Illinois, United States Portfolio Verlag Full time

    About the RoleWe are seeking a highly skilled Portfolio Analyst to join our team at Portfolio Verlag. As a Portfolio Analyst, you will play a critical role in facilitating decisions and analysis of all types of credit information to support lending decisions and processes for the bank.Key ResponsibilitiesAnalyze financial information, tax returns, credit...

  • Senior Portfolio Manager

    5 days ago

    Chicago, Illinois, United States Ryan Specialty Full time

    About the RoleRyan Specialty is seeking a highly experienced and strategic Senior Portfolio Manager to lead our team of project managers and oversee our global project portfolio. As a key member of our organization, you will be responsible for driving project success, fostering collaboration, and ensuring transparency throughout the project lifecycle.Key...

  • Senior Housing Portfolio Manager

    2 days ago

    Chicago, Illinois, United States Ventas Full time

    Job SummaryVentas, a leading healthcare real estate investment trust, is seeking a highly skilled Senior Housing Operating Portfolio Manager to join our team. As a key member of our SHOP (Senior Housing Operating Portfolio) group, you will be responsible for growing, shaping, and supporting a $1B+ portfolio of senior living real estate.Main...

  • Senior Manager of Senior Living Portfolio Operations

    2 weeks ago

    Chicago, Illinois, United States Ventas Full time

    Job Overview: The Ventas Senior Housing Operational Portfolio (SHOP) division is in search of a proactive leader to enhance, develop, and oversee a substantial portfolio of senior living properties valued at over $1 billion. We are looking for a skilled communicator, strategic planner, collaborative team member, and results-oriented operator who can utilize...

  • Senior Manager of Senior Living Portfolio Operations

    2 weeks ago

    Chicago, Illinois, United States Ventas Full time

    Position Overview: The Ventas Senior Housing Operational Portfolio (SHOP) division is in search of a proactive leader tasked with the expansion, development, and management of a senior living real estate portfolio exceeding $1 billion. We are looking for an exceptional communicator, strategic planner, collaborative team member, and results-oriented operator...

  • Lead Senior Portfolio Manager

    2 weeks ago

    Chicago, Illinois, United States ZipRecruiter Full time

    Job OverviewZipRecruiter is a leading employment marketplace, committed to connecting job seekers with opportunities across various sectors. We are seeking a Senior Portfolio Manager, Team Lead to oversee a significant commercial banking portfolio and guide our commercial banking teams in strategic initiatives.Why Work With Us?We pride ourselves on fostering...

  • Senior Portfolio Manager

    1 week ago

    Chicago, Illinois, United States Wintrust Financial Full time

    Job OverviewWintrust Financial is a prominent financial holding entity with around $50 billion in assets under management, publicly traded on NASDAQ:WTFC. Emphasizing the "HAVE IT ALL" philosophy, Wintrust combines advanced technology and extensive resources typical of larger banks while maintaining a strong commitment to personalized community banking...

  • Senior Portfolio Manager

    2 weeks ago

    Chicago, Illinois, United States Wintrust Financial Full time

    Job OverviewWintrust 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...

  • Portfolio Management Senior Specialist

    2 weeks ago

    Chicago, Illinois, United States Cook County Sheriff Full time

    Position OverviewThe Senior Real Estate Asset Manager will play a crucial role in supporting the leadership team in managing a diverse portfolio of real estate investments. This position involves a variety of responsibilities aimed at ensuring optimal performance and value enhancement of the assets.Key ResponsibilitiesAssist in the strategic oversight of...

  • Senior Fleet Portfolio Manager

    2 weeks ago

    Chicago, Illinois, United States GATX Full time

    Position Overview:GATX Corporation, established in 1898 and based in Chicago, IL, stands as a leader in the industry with over 125 years of achievement driven by our dedicated workforce. We take pride in our vibrant culture, a diligent management team, and a modern office environment.At GATX, we are committed to attracting top talent and fostering a dynamic,...

  • Senior Fleet Portfolio Manager

    2 weeks ago

    Chicago, Illinois, United States GATX Full time

    Overview Founded in 1898 and headquartered in Chicago, IL, GATX Corporation (NYSE: GATX) stands as a leader in the industry, boasting over 125 years of success driven by our dedicated workforce. We take pride in our high-performance culture, our enthusiastic management team, and our modern office environment. At GATX, we are committed to hiring top talent...

  • Senior Commercial Portfolio Manager

    2 weeks ago

    Chicago, Illinois, United States ZipRecruiter Full time

    Job OverviewWintrust 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...

  • Senior Portfolio Management Lead

    1 week ago

    Chicago, Illinois, United States Wintrust Financial Full time

    Position OverviewWintrust Financial is a prominent financial holding entity managing approximately $50 billion in assets and listed on NASDAQ:WTFC. Our operational model, centered on the "HAVE IT ALL" philosophy, merges advanced technology and extensive resources akin to a large banking institution while emphasizing personalized, service-oriented community...

  • Senior Portfolio Management Leader

    2 weeks ago

    Chicago, Illinois, United States Wintrust Financial Full time

    Position OverviewWintrust Financial is a prominent financial holding entity managing approximately $50 billion in assets and listed on NASDAQ:WTFC. Our organization is built on the 'HAVE IT ALL' philosophy, combining advanced technology and resources typical of larger banks with a commitment to personalized community banking services for every client....

  • Senior Portfolio Management Leader

    1 week ago

    Chicago, Illinois, United States Wintrust Financial Full time

    Position OverviewWintrust Financial is a prominent financial holding entity managing approximately $50 billion in assets, publicly traded on NASDAQ under the symbol WTFC. Our organization is founded on the "HAVE IT ALL" philosophy, which combines the advanced technology and resources typical of large banks with a commitment to community-oriented banking...

  • Senior Portfolio Risk Management Specialist

    1 week ago

    Chicago, Illinois, United States Creative Financial Staffing Full time

    Job Summary:We are seeking a highly skilled Senior Portfolio Risk Management Specialist to join our team at Creative Financial Staffing. As a key member of our investment management team, you will be responsible for managing and optimizing our investment portfolio, identifying opportunities for cost savings, and collaborating with our team to drive financial...

  • Senior Portfolio Manager

    36 minutes ago

    Chicago, Illinois, United States RWE Clean Energy, LLC Full time

    About the Role:RWE Clean Energy, LLC is seeking a highly skilled Senior Portfolio Manager to join our team. As a key member of our finance department, you will be responsible for overseeing our obligations to third-party investors under tax equity, partnership, and debt financing agreements.Key Responsibilities:Compliance Management: Ensure timely...

  • Senior Vice President, Portfolio Management

    2 weeks ago

    Chicago, Illinois, United States Robert W. Baird & Co. Incorporated Full time

    Company Overview:Robert W. Baird & Co. is a distinguished, employee-owned financial services firm, recognized for its commitment to excellence and employee satisfaction. With a global presence spanning over 200 locations and a workforce exceeding 5,100 employees, Baird has consistently ranked among Fortune Magazine's 100 Best Companies to Work For.About...

  • ABL Portfolio Manager

    2 days ago

    Chicago, Illinois, United States Huntington Bank Full time

    About the RoleThe Asset-Based Lending (ABL) Portfolio Manager is a critical position that ensures the smooth operation of our ABL business. This role requires a strong understanding of credit analysis, risk management, and business development.Key ResponsibilitiesComplex Deal Management: Manage a portfolio of complex deals, including direct and agent...

  • Senior Portfolio Manager

    1 day ago

    Chicago, Illinois, United States Komatsu Full time

    About the RoleKomatsu, a leading provider of innovative solutions for the construction, mining, forestry, forklift, and industrial machinery markets, is seeking a highly skilled Senior Portfolio Manager - Strategy and Transformation to join its Strategy and Transformation Management Office (STMO). This key role will play a central part in enabling the...