Portfolio Manager Ii, Business Banking

Wintrust

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 while working closely with lending officers on all aspects of the loan request

Job Summary

  • The Portfolio Manager analyzes small to mid-size business and real estate opportunities while working closely with lending officers on all aspects of the loan request.
  • 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 to determine repayment ability, 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 on all aspects of the loan request.

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

  • nCino loan origination platform experience
  • Formal credit training background
  • Strong organizational and time management skills
  • 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

Work Rights

Not specified

Tailored Resume

Cover Letter