Senior Portfolio Manager, Commercial

Wintrust Florida

Base: $98,000-$150,000; bonus/equity: eligible for...
7 years commercial credit experience
Financial statement analysis $20m-$500m revenue
Credit metrics calculation cash flow leverage
The Senior Portfolio Manager supports the Middle Market Commercial Banking team by analyzing financial statements ranging from $20MM to $500M in revenue

Job Summary

  • The Senior Portfolio Manager supports the Middle Market Commercial Banking team by analyzing financial statements ranging from $20MM to $500M in revenue.
  • Wintrust offers a competitive pay package including an annual discretionary bonus, generous 401k matching, and a culture rated as a Top Workplace for 12 consecutive years.
  • This role requires managing an assigned portfolio of commercial customers while serving as the primary point of contact for client relations and reporting oversight.

Matching Summary

The Senior Portfolio Manager supports the Middle Market Commercial Banking team by analyzing financial statements ranging from $20MM to $500M in revenue.

Salary

Base: $98,000-$150,000; Bonus/Equity: Eligible for annual discretionary bonus; Benefits: Medical, dental, vision, life, 401k match, tuition reimbursement

Skills & Requirements

Must-have

  • 7 years commercial credit experience
  • Financial statement analysis $20M-$500M revenue
  • Credit metrics calculation cash flow leverage
  • Complex commercial loan structuring and underwriting
  • Risk identification and mitigation planning

Nice-to-have

  • Leveraged lending experience preferred
  • Moody's analytics familiarity
  • Strong client relationship building skills
  • Advanced Excel modeling proficiency
  • Proven ability to negotiate loan documentation

Key Requirements

  • Bachelor's degree in business administration or finance
  • Minimum 7 years commercial credit experience
  • Experience in corporate banking, middle market, or CRE sectors

Work Rights

Not specified

Tailored Resume

Cover Letter