Portfolio Manager Ii, Private Client

Countryside Bank

Chicago, IL, United States
Base: $85,000 - $110,000; bonus/equity: annual bon...
On-site
Credit analysis and structuring
Risk assessment and rating
Client relationship management
Manages and monitors a portfolio of client credit exposures, underwrites credit requests including new, renewals and modifications

Job Summary

  • Manages and monitors a portfolio of client credit exposures, underwrites credit requests including new, renewals and modifications.
  • Collaborates with bankers and other business teams to meet client credit requests, in adherence with Wintrust Credit policy.
  • Trains, mentors, and develops Analysts and other junior members of the team.

Matching Summary

Manages and monitors a portfolio of client credit exposures, underwrites credit requests including new, renewals and modifications.

Salary

Base: $85,000 - $110,000; Bonus/Equity: Annual bonus eligibility; Benefits: Medical Insurance, Dental, Vision, Life insurance, AD&D, Disability Insurance, Parental Leave, EAP, 401(k) with match, FSA, ESPP, Critical Illness Insurance, Accident Insurance, Transportation Benefits, Banking Benefits, Pet Insurance

Skills & Requirements

Must-have

  • Credit analysis and structuring
  • Risk assessment and rating
  • Client relationship management
  • Financial data analysis
  • Loan documentation and closing

Nice-to-have

  • Proactive risk mitigation
  • Cross-selling efforts
  • Mentoring junior team members

Key Requirements

  • Bachelor's degree in business administration, Finance, Accounting or related discipline
  • 5-10 years of credit analysis or commercial banking experience
  • Experience in private client, middle market or CRE sector
  • Strong understanding of risk management
  • Proficiency using Microsoft Office software products including advanced Excel modeling skills

Work Rights

Not specified

Tailored Resume

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