Credit Analyst - Agent Finance

Wintrustindiana

$59,000 - $77,000; bonus eligibility; medical insu...
Not specified
Monthly annual reviews/ach reviews
Monitor and report loc utilization
Data analytics/reporting
Wintrust Indiana is seeking a Credit Analyst in Agent Finance to support various financial reporting and analysis tasks, particularly focusing on loan reviews and data management. The position requires strong Excel skills and a background in finance, accounting, or economics, with a competitive salary and comprehensive benefits

Job Summary

  • Support Monthly Annual Reviews/ACH Reviews – Loans >$1MM and all NM loans, assist TM with setups and coordinate activities with RM.
  • Monitor and report LOC utilization with Autodraw Report Monthly Agent Finance Trends and Agency mapping of portfolio with Customer Keys.
  • Wintrust offers a comprehensive benefits package including Medical, Dental, Vision, Life insurance, Disability Insurance, Parental Leave, 401(k) with company match, and more.

Matching Summary

Match Score: 85

Wintrust Indiana is seeking a Credit Analyst in Agent Finance to support various financial reporting and analysis tasks, particularly focusing on loan reviews and data management. The position requires strong Excel skills and a background in finance, accounting, or economics, with a competitive salary and comprehensive benefits.

Salary

$59,000 - $77,000; Bonus eligibility; Medical Insurance, Dental, Vision, Life insurance, Disability Insurance, 401(k) with company match, etc.

Skills & Requirements

Must-have

  • Monthly Annual Reviews/ACH Reviews
  • Monitor and report LOC utilization
  • Data Analytics/Reporting
  • Expert in Excel

Nice-to-have

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

Key Requirements

  • Bachelor’s degree minimum
  • Finance, Accounting or Economics experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter