Portfolio Manager, Business Banking

Wintrust

Northfield, IL, United States
Base: $71,000 to $92,000 annually; bonus: eligible...
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Commercial credit analysis techniques
Financial statement and tax return review
Loan documentation and due diligence
** Wintrust is seeking a Portfolio Manager for its Business Banking division in Northfield, IL. The role involves analyzing commercial credit requests, conducting due diligence, and collaborating with lending officers, all within a supportive and award-winning workplace environment. **

Job Summary

  • The Portfolio Manager analyzes small to mid-size business and real estate opportunities while working closely with lending officers throughout the loan request process.
  • Wintrust offers a competitive pay range of $71,000 to $92,000 annually along with eligibility for an annual discretionary bonus and comprehensive benefits.
  • This role requires preparing Credit Approval Presentations, reviewing financial statements to determine repayment ability, and fostering strong relationships with internal support groups.

Matching Summary

Match Score: 75

** Wintrust is seeking a Portfolio Manager for its Business Banking division in Northfield, IL. The role involves analyzing commercial credit requests, conducting due diligence, and collaborating with lending officers, all within a supportive and award-winning workplace environment. **

Salary

Base: $71,000 to $92,000 annually; Bonus: Eligible for annual discretionary bonus; Benefits: Medical, dental, vision, life, 401k match, tuition reimbursement

Skills & Requirements

Must-have

  • commercial credit analysis techniques
  • financial statement and tax return review
  • loan documentation and due diligence
  • credit approval presentation preparation
  • collateral evaluation and risk rating

Nice-to-have

  • nCino loan origination platform experience
  • formal credit training background
  • strong organizational and time management skills
  • proactive workflow prioritization abilities

Key Requirements

  • Bachelor's degree in accounting, finance, or business
  • Minimum 2 years commercial underwriting or portfolio management experience
  • Sound understanding of cash flow and balance sheet analysis

Work Rights

Not specified

Tailored Resume

Cover Letter