Portfolio Manager, Business Banking

Downers Grove Bank & Trust Co

Northfield, IL, United States
Base: $71,000 - $92,000 annually; bonus/equity: el...
On-site
Analyze commercial credit requests
Review financial statements and tax returns
Loan monitoring and covenant testing
Wintrust is seeking a Portfolio Manager for Business Banking to analyze and manage commercial credit requests. The role requires expertise in credit analysis, strong communication skills, and the ability to work collaboratively with lending teams

Job Summary

  • The Portfolio Manager, Business Banking analyzes small to mid-size business and real estate opportunities submitted by origination teams and works closely with lending officers in all aspects of the loan request.
  • Prepare and conduct Credit Approval Presentations (CAPs) including summarizing and reporting trends and analyze commercial credit requests of varying complexity.
  • The role involves loan monitoring and covenant testing, assisting in loan closings, and reviewing/maintaining credit files and compliance reviews.

Matching Summary

Match Score: 85

Wintrust is seeking a Portfolio Manager for Business Banking to analyze and manage commercial credit requests. The role requires expertise in credit analysis, strong communication skills, and the ability to work collaboratively with lending teams.

Salary

Base: $71,000 - $92,000 annually; Bonus/Equity: eligible to earn an annual bonus; Benefits: Medical Insurance, Dental, Vision, Life insurance, 401(k) plan with company match, tuition reimbursement, and more

Skills & Requirements

Must-have

  • Analyze commercial credit requests
  • Review financial statements and tax returns
  • Loan monitoring and covenant testing
  • Prepare Credit Approval Presentations

Nice-to-have

  • Relationship-focused service
  • Award-winning culture
  • Family-friendly work hours

Key Requirements

  • Bachelor's degree in accounting, finance, business or equivalent experience
  • Minimum 2 years’ commercial and industrial underwriting and/or portfolio management experience
  • Formal credit training is a plus
  • Proficient in Microsoft Word and Excel

Work Rights

Not specified

Tailored Resume

Cover Letter