Portfolio Manager, Business Banking

Libertyville Bank And Trust

Northfield, IL, United States
Base: $71,000 to $92,000 annually; bonus/equity: e...
On-site
Commercial credit analysis techniques
Financial statement and tax return evaluation
Risk assessment and management
Libertyville Bank and Trust is seeking a Portfolio Manager for Business Banking who will analyze small to mid-size business and real estate opportunities, collaborating closely with lending officers throughout the loan request process. The role requires a strong background in commercial credit analysis and portfolio management, along with excellent communication skills. The position offers a competitive salary and comprehensive benefits within a supportive and award-winning workplace culture

Job Summary

  • The Portfolio Manager, Business Banking analyzes small to mid-size business and real estate opportunities and works closely with lending officers in all aspects of the loan request.
  • Key responsibilities include preparing Credit Approval Presentations, analyzing commercial credit requests, reviewing financial statements, and performing loan monitoring and covenant testing.
  • Wintrust offers an award-winning culture, competitive pay, a comprehensive benefit package, and a promote-from-within culture.

Matching Summary

Match Score: 85

Libertyville Bank and Trust is seeking a Portfolio Manager for Business Banking who will analyze small to mid-size business and real estate opportunities, collaborating closely with lending officers throughout the loan request process. The role requires a strong background in commercial credit analysis and portfolio management, along with excellent communication skills. The position offers a competitive salary and comprehensive benefits within a supportive and award-winning workplace culture.

Salary

Base: $71,000 to $92,000 annually; Bonus/Equity: eligible to earn an annual bonus; Benefits: Medical Insurance, Dental, Vision, Life insurance, 401k plan with company match, tuition reimbursement, etc.

Skills & Requirements

Must-have

  • Commercial credit analysis techniques
  • Financial statement and tax return evaluation
  • Risk assessment and management
  • Loan monitoring and covenant testing
  • Credit Approval Presentation preparation

Nice-to-have

  • Relationship-focused service
  • Family-friendly work hours
  • Promote from within culture
  • Sophisticated solutions of a large bank

Key Requirements

  • Bachelor's degree in accounting, finance, business or equivalent experience
  • Minimum 2 years' commercial and industrial underwriting and/or portfolio management experience
  • Formal credit training is a plus
  • Proficient in Microsoft Word and Excel

Work Rights

Not specified

Tailored Resume

Cover Letter