Analyst Operations

Wintrust Florida

Base: $50,000 - $65,000; bonus/equity: eligible fo...
Hybrid
Review of lease and loan documentation
Accurate booking into portfolio systems
Funds transfer request preparation
The role involves reviewing lease and loan documentation while preparing booking forms for accurate portfolio system entry

Job Summary

  • The role involves reviewing lease and loan documentation while preparing booking forms for accurate portfolio system entry.
  • Candidates will facilitate prompt funding of new business including strict compliance with OFAC regulations.
  • Wintrust Asset Finance offers a comprehensive benefits package including medical, dental, vision, and a 401(k) with company match.

Matching Summary

The role involves reviewing lease and loan documentation while preparing booking forms for accurate portfolio system entry.

Salary

Base: $50,000 - $65,000; Bonus/Equity: Eligible for annual bonus; Benefits: Medical, Dental, Vision, Life, 401(k) match

Skills & Requirements

Must-have

  • Review of lease and loan documentation
  • Accurate booking into portfolio systems
  • Funds transfer request preparation
  • OFAC compliance adherence
  • Document scanning and maintenance

Nice-to-have

  • Prior equipment finance operations experience
  • Customer support skills
  • Project assistance capabilities

Key Requirements

  • 1-3 years of experience
  • Bachelor's Degree
  • Prior equipment finance operations preferred

Work Rights

Not specified

Tailored Resume

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