Portfolio Manager Ii - Sba Underwriter

Wintrust Financial Corporation

Base: $85,000 - $110,000; bonus/equity: eligible f...
Not specified
3+ years of sba experience
Thorough financial condition analysis
Credit presentation preparation
Wintrust Financial Corporation is seeking a Portfolio Manager II - SBA Underwriter to prepare credit presentations for SBA loan transactions, analyzing financial conditions of applicants and managing the SBA loan portfolio. The ideal candidate should have over three years of SBA experience, strong credit and risk analysis skills, and excellent communication abilities

Job Summary

  • Wintrust is a $66 billion financial institution serving clients in all 50 states with over 200 branch locations.
  • The role involves preparing credit presentations for SBA loan transactions including thorough analysis of applicant financial conditions.
  • Employees receive comprehensive benefits including medical, dental, vision, life insurance, and a 401(k) with company match.

Matching Summary

Match Score: 85

Wintrust Financial Corporation is seeking a Portfolio Manager II - SBA Underwriter to prepare credit presentations for SBA loan transactions, analyzing financial conditions of applicants and managing the SBA loan portfolio. The ideal candidate should have over three years of SBA experience, strong credit and risk analysis skills, and excellent communication abilities.

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
  • thorough financial condition analysis
  • credit presentation preparation
  • collateral analysis capabilities
  • covenant compliance testing

Nice-to-have

  • servicing and liquidation experience
  • formal bank credit training
  • excellent time management skills
  • proactive portfolio management
  • strong interpersonal communication

Key Requirements

  • Bachelor's degree preferred
  • Formal Bank credit training preferred
  • Proficiency using Microsoft Office products

Work Rights

Not specified

Tailored Resume

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