Base: $85,000 to $110,000 annually; bonus: eligibl...
Commercial credit analysis techniques
Financial statement and tax return review
Loan origination and closing process
The Portfolio Manager analyzes small to mid-size business and real estate opportunities while working closely with lending officers throughout the underwriting process
Job Summary
The Portfolio Manager analyzes small to mid-size business and real estate opportunities while working closely with lending officers throughout the underwriting process.
Wintrust offers a competitive pay range of $85,000 to $110,000 annually along with eligibility for an annual discretionary bonus and comprehensive benefits.
This role requires preparing Credit Approval Presentations, reviewing financial statements, and recommending risk rating adjustments based on borrower conditions.
Matching Summary
The Portfolio Manager analyzes small to mid-size business and real estate opportunities while working closely with lending officers throughout the underwriting process.
Salary
Base: $85,000 to $110,000 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 origination and closing process
credit approval presentation preparation
collateral evaluation and risk rating
Nice-to-have
nCino loan origination platform experience
formal credit training background
proactive workflow management skills
strong analytical and critical thinking
fast-paced time-sensitive decision making
Key Requirements
Bachelor's degree in accounting, finance, or business
Minimum 3 years commercial underwriting experience
Sound understanding of cash flow and balance sheet analysis