Credit Analyst - Agent Finance

Wintrustflorida

Base: $59,000 - $77,000; bonus/equity: eligibility...
Not specified
Excel (pivots, vlookup, if statements)
Data analytics and reporting
Monthly reconciliation of payments
Wintrust is seeking a Credit Analyst for Agent Finance to support loan reviews, reporting, and risk management activities. The ideal candidate should possess strong Excel skills, attention to detail, and a background in finance, accounting, or economics, while benefiting from a comprehensive compensation and benefits package

Job Summary

  • Support monthly annual reviews/ACH reviews for loans over $1MM and all NM loans.
  • Wintrust offers a comprehensive benefits package including medical, dental, vision, life insurance, and retirement plans.
  • The company is committed to fostering an inclusive workplace where everyone feels valued and empowered to succeed.

Matching Summary

Match Score: 85

Wintrust is seeking a Credit Analyst for Agent Finance to support loan reviews, reporting, and risk management activities. The ideal candidate should possess strong Excel skills, attention to detail, and a background in finance, accounting, or economics, while benefiting from a comprehensive compensation and benefits package.

Salary

Base: $59,000 - $77,000; Bonus/Equity: Eligibility to earn an annual bonus; Benefits: Medical, Dental, Vision, Life insurance, AD&D, Disability, Parental Leave, EAP, 401(k) with match, FSA, ESPP, Critical Illness, Accident Insurance, Transportation, Banking Benefits, Pet Insurance

Skills & Requirements

Must-have

  • Excel (Pivots, Vlookup, IF statements)
  • Data Analytics and Reporting
  • Monthly reconciliation of payments
  • Monitor and report LOC utilization
  • Gather data for closing cycles
  • Follow up with past due payments

Nice-to-have

  • Attentional to detail
  • Critical thinking
  • Strong work ethic
  • Relationship-focused service

Key Requirements

  • Bachelor's degree minimum
  • Finance, Accounting or Economics experience preferred
  • Must be authorized to work in the US

Work Rights

Not specified

Tailored Resume

Cover Letter