Portfolio Manager

Chicago, Illinois

Wintrust Financial
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Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank subsidiaries with over 170 banking locations in the greater Chicago and southern Wisconsin market areas. Additionally, Wintrust operates various non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services and qualified intermediary services for tax-deferred exchanges.


Why Join Us?


  • An award-winning culture. We are rated a Top Workplace by the Chicago Tribune (past 8 years) and Employee Recommended award by the Globe & Mail (past 6 years)
  • Competitive pay and annual discretionary bonus eligible
  • Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few
  • Family-friendly work hours
  • With 175+ community bank locations, we offer opportunities to grow and develop in your career
  • Promote from within culture

Portfolio Manager - Government, Not-for-Profit, & Healthcare:

Manage a number of nonprofit credits ranging from $500M to $70MM in global exposure on a daily basis.

Evaluates nonprofit banking loan requests with revenues typically between $5 Million to $1 Billion using a thorough knowledge of loan policy, guidelines and procedures.



What You Will Be Doing:


  • Demonstrates effective time management by balancing multiple priorities within individual workload.
  • Communicates with and effectively interacts with all levels of management, including lending personnel.
  • Analyzes the financial condition of existing and prospective bank customers. Accurately reviews financial statements submitted by applicants and is capable of evaluating a borrower's ability to repay.
  • Recognizes trends, positive or negative, impacting risk to repayment, the Bank's collateral position or ability of the business to satisfactorily operate.
  • Recommends risk rating adjustments, higher or lower, supported by changes in the borrower's financial condition, collateral or other factors impacting the credit's risk.
  • Analyzes industries and has a thorough knowledge of the risks associated with those industries. Assesses the risks inherent in each industry and suggests appropriate financing structures accordingly.
  • Maintains tickler system for accurate tracking and reporting of borrower required reporting including financial statements, covenants, etc.
  • Makes sound credit decisions based on accurate analysis of information provided with loan requests.
  • Seeks alternative means of financing or counter offers for all borrowers, if appropriate, when it is determined that the original request cannot be accommodated.

Qualifications:


  • 0-3 years related experience
  • Strong executive presence and presentation skills
  • Bachelor Degree in Finance, Accounting, or Economics (preferred)
  • General computer skills


From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicago's Bank and Wisconsin's Bank , we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including 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.

Date Posted: 01 December 2022
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