Middle Market Portfolio Manager

3 days ago

Wheaton, Illinois, United States Wintrust Financial Full time
About the Role

Wintrust Financial is seeking a skilled 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, providing support and oversight of reporting, and coordinating collection and review of financial statements.

Key Responsibilities
  • Manage an assigned portfolio of commercial customers in partnership with the relationship manager
  • Provide support and oversight of reporting for portfolio management, including delinquency, problem loans, exceptions, and tickler tracking
  • Coordinate collection and review of financial statements, tax returns, covenant compliance certificates, and/or borrowing bases to comply with customers' reporting requirements
  • Monitor assigned portfolio for early warning signs of financial weakness or other risks and work with borrowers to develop and execute an appropriate plan to mitigate risk and/or transfer to Special Assets Group
  • Prepare credit packages for annual reviews, renewals, loan requests, portfolio reviews, and criticized asset reviews
  • Structure and underwrite complex commercial loan transactions in an assigned portfolio and new business transactions
  • Provide credit recommendations to the appropriate level of credit administration
  • Review and negotiate loan documentation in consultation with legal counsel and ensure renewals and modifications are properly closed
  • Serve as contact for, provide support of, and responses to internal audits, loan review, compliance reviews, and regulatory exams for the bank
Requirements
  • Bachelor's degree from an accredited institution with a business, finance, or economics major
  • 6+ years' financial services industry experience, with a working knowledge of banking environment, products, and all supporting processes and technology; prior commercial credit experience highly preferred
  • Formal Bank credit training is preferred, with a strong understanding of general credit and risk principles, mitigates, and banking policies/procedures
  • Thorough understanding of risks (market, rate, leverage, etc.) as it applies to the lending process
  • Understanding of commercial lending policies and procedures along with the knowledge of loan agreement, loan structuring, and collateral procedures
  • Proficiency in MS Office: Excel, Word, PowerPoint, and financial forecast models
  • Excellent oral and written communications skills
  • Strong analytical and organizational skills with the ability to proactively manage and prioritize workflow
  • Strong interpersonal skills with a proven ability establishing client relationships and working within a team environment
Benefits

Wintrust Financial offers a comprehensive benefits package, including medical insurance, dental, vision, life insurance, accidental death and dismemberment, short-term and long-term disability insurance, parental leave, employee assistance program, traditional and Roth 401(k) with company match, flexible spending account, employee stock purchase plan, critical illness insurance, accident insurance, transportation and commuting benefits, banking benefits, and pet insurance.

Wintrust Financial is an Equal Opportunity Employer and welcomes applications from diverse candidates. We are committed to creating an inclusive and diverse work environment that reflects the communities we serve.

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