Base: $98,000-$150,000; bonus/equity: eligible to ...
Commercial credit experience
Analyze financial statements
Credit metrics calculation
The Senior Portfolio Manager supports the Middle Market Commercial Banking team, analyzing commercial business financial statements ranging from $10MM to $500M in revenue and calculating critical credit metrics such as cash flow, leverage, working capital, and collateral coverage
Job Summary
The Senior Portfolio Manager supports the Middle Market Commercial Banking team, analyzing commercial business financial statements ranging from $10MM to $500M in revenue and calculating critical credit metrics such as cash flow, leverage, working capital, and collateral coverage.
Manage an assigned portfolio of commercial customers in partnership with the relationship manager and prepare credit packages for annual reviews, renewals, loan requests, portfolio reviews and criticized asset reviews.
Wintrust offers a competitive pay and annual discretionary bonus eligible, a comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company matches and tuition reimbursement.
Matching Summary
The Senior Portfolio Manager supports the Middle Market Commercial Banking team, analyzing commercial business financial statements ranging from $10MM to $500M in revenue and calculating critical credit metrics such as cash flow, leverage, working capital, and collateral coverage.
Salary
Base: $98,000-$150,000; Bonus/Equity: eligible to earn an annual bonus; Benefits: Medical Insurance, Dental, Vision, Life insurance, 401(k) with company match, etc.
Skills & Requirements
Must-have
Commercial credit experience
Analyze financial statements
Credit metrics calculation
Client relationship management
Risk mitigation strategies
Loan documentation review
Nice-to-have
Award-winning culture
Community banking roots
Relationship-focused service
Promote from within culture
Key Requirements
Bachelor's degree in business administration, finance, accounting, or related discipline
Minimum 7 years’ commercial credit experience
Experience in corporate banking, middle market or CRE
Leveraged lending experience preferred
Proficiency using Microsoft Office products including advanced Excel modeling skills