Portfolio Manager Ii - Sba Underwriter

Wintrust

Base: $85,000 - $110,000; bonus/equity: eligible f...
3+ years of sba experience
Financial statement analysis
Credit presentation preparation
Wintrust is a $66 billion financial institution based in Rosemont, Illinois, offering sophisticated banking solutions with personalized service

Job Summary

  • Wintrust is a $66 billion financial institution based in Rosemont, Illinois, offering sophisticated banking solutions with personalized service.
  • The role involves preparing thorough credit presentations for SBA loan transactions, including detailed analysis of applicant financial conditions and repayment ability.
  • Employees receive comprehensive benefits including medical, dental, vision, life insurance, and a traditional and Roth 401(k) with company match.

Matching Summary

Wintrust is a $66 billion financial institution based in Rosemont, Illinois, offering sophisticated banking solutions with personalized service.

Salary

Base: $85,000 - $110,000; Bonus/Equity: Eligible for annual bonus; Benefits: Medical, Dental, Vision, Life, 401(k) match

Skills & Requirements

Must-have

  • 3+ years of SBA experience
  • Financial statement analysis
  • Credit presentation preparation
  • Collateral analysis
  • Covenant compliance testing

Nice-to-have

  • Servicing and liquidation experience
  • Formal bank credit training
  • Excellent time management skills
  • Strong communication abilities
  • Proactive portfolio management

Key Requirements

  • Bachelor's degree preferred
  • Formal bank credit training preferred
  • Proficiency in Microsoft Office products

Work Rights

Not specified

Tailored Resume

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