Senior Portfolio Manager, Commercial

Wintrust

Northfield, IL, United States
Base: $98,000-$150,000; bonus/equity: annual bonus...
Commercial business financial statements analysis
Credit metrics calculation
Client relationship management
The Senior Portfolio Manager, Commercial supports the Middle Market Commercial Banking team, analyzing commercial business financial statements ranging from $20MM to $500M in revenue and calculating critical credit metrics such as cash flow, leverage, working capital, and collateral coverage

Job Summary

  • The Senior Portfolio Manager, Commercial supports the Middle Market Commercial Banking team, analyzing commercial business financial statements ranging from $20MM to $500M in revenue and calculating critical credit metrics such as cash flow, leverage, working capital, and collateral coverage.
  • Manage an assigned portfolio of commercial customers in partnership with the relationship manager, providing support and oversight of reporting for portfolio management.
  • Wintrust offers a comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company matches and tuition reimbursement.

Matching Summary

The Senior Portfolio Manager, Commercial supports the Middle Market Commercial Banking team, analyzing commercial business financial statements ranging from $20MM to $500M in revenue and calculating critical credit metrics such as cash flow, leverage, working capital, and collateral coverage.

Salary

Base: $98,000-$150,000; Bonus/Equity: annual bonus eligible; Benefits: Comprehensive benefit package

Skills & Requirements

Must-have

  • Commercial business financial statements analysis
  • Credit metrics calculation
  • Client relationship management
  • Loan documentation review
  • Risk management and credit mitigants understanding

Nice-to-have

  • Award-winning culture
  • Family-friendly work hours
  • Promote from within culture
  • Relationship-focused personalized service

Key Requirements

  • Bachelor's degree in business administration, finance, accounting, or related discipline
  • Minimum 7 years’ commercial credit experience
  • Experience in corporate banking, middle market or CRE
  • Leveraged lending experience preferred
  • Proficiency using Microsoft Office products including advanced Excel modeling skills

Work Rights

Not specified

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