Senior Portfolio Manager, Commercial Banking

Wintrust Financial Corporation

Rosemont, Illinois, United States
Base: $98,000-$150,000; bonus/equity: eligible for...
7 years commercial credit experience
Bachelor's degree in finance or accounting
Advanced excel financial modeling skills
The Senior Portfolio Manager supports the Middle Market Commercial Banking team by analyzing financial statements ranging from $10MM to $500M in revenue

Job Summary

  • The Senior Portfolio Manager supports the Middle Market Commercial Banking team by analyzing financial statements ranging from $10MM to $500M in revenue.
  • Wintrust offers a competitive pay package including an annual discretionary bonus and a comprehensive benefits suite with generous 401k matching.
  • This role requires managing assigned portfolios, monitoring for early warning signs of financial weakness, and structuring complex commercial loan transactions.

Matching Summary

The Senior Portfolio Manager supports the Middle Market Commercial Banking team by analyzing financial statements ranging from $10MM to $500M in revenue.

Salary

Base: $98,000-$150,000; Bonus/Equity: Eligible for annual discretionary bonus; Benefits: Medical, dental, vision, life, 401k match, tuition reimbursement

Skills & Requirements

Must-have

  • 7 years commercial credit experience
  • Bachelor's degree in finance or accounting
  • Advanced Excel financial modeling skills
  • Credit risk analysis and mitigation
  • Loan documentation review and negotiation

Nice-to-have

  • Leveraged lending experience preferred
  • Moody's analytics familiarity
  • Strong client relationship building
  • Proven ability to establish client rapport
  • Experience with Special Assets Group transfer

Key Requirements

  • Minimum 7 years commercial credit experience
  • Bachelor's degree in business administration or related field
  • Thorough understanding of risk management and credit mitigants
  • Proficiency in Microsoft Office and advanced Excel modeling

Work Rights

Not specified

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