Team Lead Portfolio Management, Commercial

Wintrust

Base: $117,000 - $175,000; bonus: eligible for ann...
10+ years financial services experience
Commercial credit experience highly preferred
Bachelor's degree in business or finance
The role involves managing the administration of a sizable commercial banking portfolio with an aggregate balance of $500MM plus while supervising a team of Portfolio Managers and Credit Analysts

Job Summary

  • The role involves managing the administration of a sizable commercial banking portfolio with an aggregate balance of $500MM plus while supervising a team of Portfolio Managers and Credit Analysts.
  • Wintrust is a $66 billion financial institution that consistently ranks as a top place to work with an award-winning culture and competitive pay.
  • Responsibilities include serving as a liaison for new business initiatives, conducting covenant testing, and providing quality control on underwriting documents.

Matching Summary

The role involves managing the administration of a sizable commercial banking portfolio with an aggregate balance of $500MM plus while supervising a team of Portfolio Managers and Credit Analysts.

Salary

Base: $117,000 - $175,000; Bonus: Eligible for annual discretionary bonus; Benefits: Medical, dental, vision, life, 401k match, tuition reimbursement

Skills & Requirements

Must-have

  • 10+ years financial services experience
  • Commercial credit experience highly preferred
  • Bachelor's degree in business or finance

Nice-to-have

  • Master's degree preferred
  • Formal credit training from respected bank
  • Prior experience managing a team

Key Requirements

  • 10+ years financial services experience
  • Bachelor's degree in business, finance, or accounting
  • Strong understanding of general credit and risk principles

Work Rights

Not specified

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