Review and accurately input information from TPP reports, Business metrics reports, compensation reports and tax returns and provide analysis on leverage, cash flow, liquidity and coverage ratios
Job Summary
Review and accurately input information from TPP reports, Business metrics reports, compensation reports and tax returns and provide analysis on leverage, cash flow, liquidity and coverage ratios.
Work with lenders in recommending approval, denial or credit structure terms and collaborate with relationship managers and portfolio managers.
Wintrust provides a comprehensive benefits package including Medical, Dental, Vision, Life insurance, Disability Insurance, Parental Leave, 401(k) with company match, and more.
Matching Summary
Review and accurately input information from TPP reports, Business metrics reports, compensation reports and tax returns and provide analysis on leverage, cash flow, liquidity and coverage ratios.
Salary
Base: $59,000- $77,000; Bonus/Equity: eligibility to earn an annual bonus; Benefits: Medical Insurance, Dental, Vision, Life insurance, Accidental death and dismemberment, Short-term and long-term Disability Insurance, Parental Leave, Employee Assistance Program (EAP), Traditional and Roth 401(k) with company match, Flexible Spending Account (FSA), Employee Stock Purchase Plan at 5% discount, Critical Illness Insurance, Accident Insurance, Transportation and Commuting Benefits, Banking Benefits, Pet Insurance
Skills & Requirements
Must-have
Excel expert
Data analytics and reporting
Review financial reports
Analyze leverage and cash flow
Prepare credit memos
Monitor portfolio performance
Nice-to-have
Relationship-focused service
Marketing and business development
Identifying early warning signs
Strong work ethic
Critical thinking
Key Requirements
Bachelor's degree minimum
Marketing, Finance, Economics or Business experience preferred