Portfolio Manager, Business Banking

Wintrust

Base: $71,000 to $92,000 annually; bonus: eligible...
Commercial credit analysis techniques
Financial statement and tax return review
Loan documentation and due diligence
The Portfolio Manager analyzes small to mid-size business and real estate opportunities submitted by origination teams while working closely with lending officers

Job Summary

  • The Portfolio Manager analyzes small to mid-size business and real estate opportunities submitted by origination teams while working closely with lending officers.
  • Wintrust offers a competitive pay package including an annual discretionary bonus, comprehensive benefits, and a generous 401k company match.
  • This role requires preparing Credit Approval Presentations, evaluating borrower repayment ability, and recommending risk rating adjustments based on financial conditions.

Matching Summary

The Portfolio Manager analyzes small to mid-size business and real estate opportunities submitted by origination teams while working closely with lending officers.

Salary

Base: $71,000 to $92,000 annually; Bonus: Eligible for annual discretionary bonus; Benefits: Medical, dental, vision, life, 401k match, tuition reimbursement

Skills & Requirements

Must-have

  • commercial credit analysis techniques
  • financial statement and tax return review
  • loan documentation and due diligence

Nice-to-have

  • proactive workflow management skills
  • strong organizational and time management
  • experience with nCino loan origination platform

Key Requirements

  • Bachelor's degree in accounting, finance, or business
  • Minimum 2 years commercial underwriting experience
  • Formal credit training is a plus

Work Rights

Not specified

Tailored Resume

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