Base: $85,000 to $110,000 annually; bonus: eligibl...
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 to determine the degree of risk associated with credit extension
Job Summary
The Portfolio Manager analyzes small to mid-size business and real estate opportunities submitted by origination teams to determine the degree of risk associated with credit extension.
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, reviewing financial statements, and fostering strong working relationships with Credit Administration and Loan Operations groups.
Matching Summary
The Portfolio Manager analyzes small to mid-size business and real estate opportunities submitted by origination teams to determine the degree of risk associated with credit extension.
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 documentation and due diligence
Credit approval presentation preparation
Collateral evaluation and risk rating
Nice-to-have
Strong organizational and time management skills
Experience with nCino loan origination platform
Formal credit training background
Proactive workflow prioritization abilities
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