Portfolio Manager Ii, Private Client

Macatawa Bank

Chicago, IL, United States
Base: $85,000 - $110,000; bonus/equity: eligibilit...
On-site
Manage client credit exposures
Underwrite credit requests
Adhere to wintrust credit policy
Manages and monitors a portfolio of client credit exposures across industry classes, underwriting credit requests including new, renewals and modifications

Job Summary

  • Manages and monitors a portfolio of client credit exposures across industry classes, underwriting credit requests including new, renewals and modifications.
  • Collaborates with bankers and other business teams to meet client credit requests, monitors portfolio to accurately assign risk ratings, and ensures packages are complete, accurate and thoroughly documented.
  • The company offers a comprehensive benefits package including medical, dental, vision, life insurance, disability insurance, parental leave, 401(k) with match, and an employee stock purchase plan.

Matching Summary

Manages and monitors a portfolio of client credit exposures across industry classes, underwriting credit requests including new, renewals and modifications.

Salary

Base: $85,000 - $110,000; Bonus/Equity: Eligibility to earn an annual bonus; Benefits: Medical Insurance, Dental, Vision, Life insurance, Accidental death and dismemberment, Short-term and long term Disability Insurance, Parental Leave, Employee Assistance Program (EAP), Traditional and Roth 401(k) with company match, Flexible Spending Account (FSA), Employee Stock Purchase Plan at 5% discount, Critical Illness Insurance, Accident Insurance, Transportation and Commuting Benefits, Banking Benefits, Pet Insurance

Skills & Requirements

Must-have

  • Manage client credit exposures
  • Underwrite credit requests
  • Adhere to Wintrust Credit Policy
  • Analyze financial structures and scenarios
  • Communicate risk and return
  • Monitor portfolio risk ratings

Nice-to-have

  • Proactive client servicing
  • Collaborate with bankers
  • Provide guidance to junior staff
  • Drive innovation and efficiency

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 and credit mitigants
  • Proficiency in Microsoft Office, including advanced Excel modeling
  • Familiarity with Moody's analytics

Work Rights

Not specified

Tailored Resume

Cover Letter