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Senior Portfolio Management Leader

2 months 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. 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. Wintrust operates a network of fifteen community bank subsidiaries, boasting over 170 banking locations across the greater Chicago and southern Wisconsin regions. In addition, we provide various non-banking services, including commercial and life insurance premium financing, short-term accounts receivable financing, outsourced administrative services, mortgage origination and acquisition, wealth management solutions, and qualified intermediary services for tax-deferred exchanges.

Why Choose Wintrust?

  • Recognized for our exceptional workplace culture, we have been awarded 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 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-oriented work hours promoting work-life balance.
  • Opportunities for career growth and development across our 175+ community bank locations.
  • Commitment to internal promotions and employee advancement.

The Senior Portfolio Manager, Team Lead is responsible for overseeing the management of a substantial commercial banking portfolio while supporting commercial banking teams in new business ventures. 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

  • Manage the assignment, oversight, and prioritization of ongoing tasks, mentoring Portfolio Managers and Credit Analysts through work audits and constructive feedback, while fostering employee development through one-on-one interactions, career planning, and timely performance reviews.
  • Act as the primary liaison with designated commercial banking teams, ensuring that new business initiatives are prioritized while managing portfolio responsibilities such as renewals, annual reviews, covenant testing, and documentation exceptions in line with bank policies.
  • Directly oversee a select portfolio of the most complex and significant accounts, including gathering, analyzing, and verifying all business and personal financial data to monitor loan relationships, as well as conducting underwriting for annual reviews and renewals.
  • Review credit approval submissions from Portfolio Managers and Credit Analysts, ensuring data accuracy, risk identification, and 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, managing new business pipelines and portfolio management activities while ensuring compliance 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 strong grasp of the banking environment, products, and related processes and technology; commercial credit experience is highly desirable.
  • Prior experience in team management is preferred but not mandatory.
  • Exceptional verbal and written communication skills.
  • Strong analytical, organizational, and time management abilities.
  • Proven capability to manage tasks efficiently and effectively.
  • Excellent interpersonal skills with a demonstrated ability to build 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

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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 this diversity in our workforce, the communities we serve, and our banking practices. Wintrust Financial Corporation and its subsidiaries are Equal Opportunity Employers. 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.