Portfolio Manager, Commercial

Wintrust

Willowbrook, IL, United States
Base: $85,000-$110,000; bonus: eligible for annual...
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Bachelor's degree in business or finance
5+ years financial services experience
Commercial credit analysis skills
** Wintrust is seeking a Portfolio Manager for its Middle Market Commercial Banking team in Willowbrook, IL. The role involves managing commercial customer portfolios, analyzing financial statements, and ensuring compliance with banking regulations, all while providing personalized client relations. **

Job Summary

  • The Portfolio Manager supports the rapidly growing Middle Market Commercial Banking team by serving as the primary point of contact for client relations.
  • Responsibilities include analyzing commercial business financial statements ranging from $20MM to $500MM in revenue and calculating critical credit metrics such as cash flow and leverage.
  • Wintrust offers a competitive pay range of $85,000-$110,000 along with an annual discretionary bonus and comprehensive benefits including a generous 401k match.

Matching Summary

Match Score: 75

** Wintrust is seeking a Portfolio Manager for its Middle Market Commercial Banking team in Willowbrook, IL. The role involves managing commercial customer portfolios, analyzing financial statements, and ensuring compliance with banking regulations, all while providing personalized client relations. **

Salary

Base: $85,000-$110,000; Bonus: Eligible for annual discretionary bonus; Benefits: Medical, dental, vision, life, 401k with match, tuition reimbursement

Skills & Requirements

Must-have

  • Bachelor's degree in business or finance
  • 5+ years financial services experience
  • Commercial credit analysis skills
  • Financial statement analysis expertise
  • Loan documentation review capability

Nice-to-have

  • Formal bank credit training preferred
  • Strong interpersonal client relationship skills
  • Experience with complex commercial transactions
  • Proven ability to prioritize workflow
  • Familiarity with regulatory compliance exams

Key Requirements

  • Bachelor's degree required
  • Minimum 5 years industry experience
  • Prior commercial credit experience highly preferred
  • Formal bank credit training preferred

Work Rights

Not specified

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