Portfolio Manager Ii, Private Client

Libertyville Bank And Trust

Chicago, IL, United States
Base: $85,000 - $110,000; bonus/equity: eligible t...
On-site
Client credit exposure management
Credit risk assessment
Financial analysis and modeling
Manages and monitors a portfolio of client credit exposures, underwrites credit requests including new, renewals and modifications

Job Summary

  • Manages and monitors a portfolio of client credit exposures, underwrites credit requests including new, renewals and modifications.
  • Collaborates with bankers and other business teams to meet client credit requests, in adherence with Wintrust Credit policy.
  • Trains, mentors, and develops Analysts and other junior members of the team.

Matching Summary

Manages and monitors a portfolio of client credit exposures, underwrites credit requests including new, renewals and modifications.

Salary

Base: $85,000 - $110,000; Bonus/Equity: Eligible to earn an annual bonus; Benefits: Medical, Dental, Vision, Life insurance, Disability Insurance, 401(k) with match, FSA, ESPP, and more

Skills & Requirements

Must-have

  • Client credit exposure management
  • Credit risk assessment
  • Financial analysis and modeling
  • Client relationship management
  • Loan documentation and closing

Nice-to-have

  • Proactive risk mitigation
  • Cross-selling efforts
  • Mentoring junior team members
  • Innovation and efficiency improvements

Key Requirements

  • 5-10 years of credit analysis or commercial banking experience
  • Experience in private client, middle market, or CRE
  • Bachelor's degree in business administration, Finance, Accounting or related discipline or equivalent experience
  • Proficiency in Microsoft Office, including advanced Excel modeling
  • Familiarity with Moody's analytics

Work Rights

Not specified

Tailored Resume

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