Senior Portfolio Manager, Commercial Banking

Wintrust

Chicago, IL, United States
Base: $98,000-$150,000; bonus/equity: eligible for...
On-site
Analyze commercial business financial statements
Calculate critical credit metrics
Manage commercial customer portfolio
The Senior Portfolio Manager supports the Middle Market Commercial Banking team, analyzing commercial business financial statements ranging from $10MM to $500M in revenue and calculating critical credit metrics such as cash flow, leverage, working capital, and collateral coverage

Job Summary

  • The Senior Portfolio Manager supports the Middle Market Commercial Banking team, analyzing commercial business financial statements ranging from $10MM to $500M in revenue and calculating critical credit metrics such as cash flow, leverage, working capital, and collateral coverage.
  • Manage an assigned portfolio of commercial customers in partnership with the relationship manager and provide support and oversight of reporting for portfolio management.
  • Structure and underwrite complex commercial loan transactions in an assigned portfolio and new business transactions, providing credit recommendations to the appropriate level of credit administration.

Matching Summary

The Senior Portfolio Manager supports the Middle Market Commercial Banking team, analyzing commercial business financial statements ranging from $10MM to $500M in revenue and calculating critical credit metrics such as cash flow, leverage, working capital, and collateral coverage.

Salary

Base: $98,000-$150,000; Bonus/Equity: eligible for annual bonus; Benefits: comprehensive benefit package

Skills & Requirements

Must-have

  • Analyze commercial business financial statements
  • Calculate critical credit metrics
  • Manage commercial customer portfolio
  • Monitor portfolio for financial weakness
  • Structure and underwrite commercial loan transactions
  • Review and negotiate loan documentation

Nice-to-have

  • Relationship-focused service
  • Award-winning culture
  • Family-friendly work hours
  • Promote from within culture

Key Requirements

  • Minimum 7 years commercial credit experience
  • Bachelor's degree in business, finance, or accounting
  • Leveraged lending experience preferred
  • Familiarity with Moody's analytics

Work Rights

Not specified

Tailored Resume

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