Base: $71,000 to $92,000 annually; bonus/equity: e...
Bachelor's degree in accounting or finance
Minimum 2 years commercial underwriting experience
Strong understanding of cash flow analysis
The Portfolio Manager analyzes small to mid-size business and real estate opportunities while working closely with lending officers throughout the underwriting process
Job Summary
The Portfolio Manager analyzes small to mid-size business and real estate opportunities while working closely with lending officers throughout the underwriting process.
Wintrust offers a competitive pay range of $71,000 to $92,000 annually along with an annual discretionary bonus and comprehensive benefits including a 401k match.
This role requires preparing Credit Approval Presentations, monitoring loan covenants, and fostering strong relationships with Credit Administration and Loan Operations teams.
Matching Summary
The Portfolio Manager analyzes small to mid-size business and real estate opportunities while working closely with lending officers throughout the underwriting process.
Salary
Base: $71,000 to $92,000 annually; Bonus/Equity: Eligible for annual discretionary bonus; Benefits: Medical, dental, vision, life, 401k with match, tuition reimbursement
Skills & Requirements
Must-have
Bachelor's degree in accounting or finance
Minimum 2 years commercial underwriting experience
Strong understanding of cash flow analysis
Experience reviewing financial statements and tax returns
Ability to evaluate collateral and personal financial condition
Nice-to-have
Formal credit training preferred
Experience with nCino loan origination platform
Excellent oral and written communication skills
Proactive workflow management abilities
Sound decision-making in fast-paced environments
Key Requirements
Bachelor's degree in accounting, finance, or business
Minimum 2 years commercial and industrial underwriting experience