Team Lead Portfolio Management, Commercial

Wintrust

Base: $117,000 - $175,000; bonus/equity: eligible ...
10+ years financial services experience
Commercial credit experience required
Team supervision and mentoring skills
The role involves managing a sizable commercial banking portfolio with an aggregate balance of over $500 million while supervising a team of Portfolio Managers and Credit Analysts

Job Summary

  • The role involves managing a sizable commercial banking portfolio with an aggregate balance of over $500 million while supervising a team of Portfolio Managers and Credit Analysts.
  • Wintrust offers competitive pay, annual discretionary bonuses, and a comprehensive benefit package including medical, dental, vision, life insurance, and a 401k plan with a generous company match.
  • Candidates will serve as the primary liaison between commercial credit and lending teams, ensuring new business activities are prioritized while maintaining strict adherence to bank policies.

Matching Summary

The role involves managing a sizable commercial banking portfolio with an aggregate balance of over $500 million while supervising a team of Portfolio Managers and Credit Analysts.

Salary

Base: $117,000 - $175,000; Bonus/Equity: Eligible for annual discretionary bonus; Benefits: Medical, dental, vision, life, 401k match, tuition reimbursement

Skills & Requirements

Must-have

  • 10+ years financial services experience
  • Commercial credit experience required
  • Team supervision and mentoring skills
  • Credit analysis and risk rating expertise
  • Bachelor's degree in business or finance

Nice-to-have

  • Master's degree preferred
  • Formal credit training from respected bank
  • Proven ability to manage complex accounts
  • Strong interpersonal and communication skills
  • Promote from within culture

Key Requirements

  • Bachelor's degree in business, finance, or accounting
  • 10+ years of financial services experience
  • Commercial credit experience highly preferred
  • Prior experience managing a team preferred
  • Formal credit training from a respected bank

Work Rights

Not specified

Tailored Resume

Cover Letter