Senior Portfolio Manager, Commercial

Libertyville Bank And Trust

Chicago, IL, United States
Base: $98,000-$150,000; bonus/equity: annual bonus...
Analyze commercial business financial statements
Calculate critical credit metrics
Manage assigned portfolio of commercial customers
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.
  • Wintrust offers a comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company matches and tuition reimbursement.

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: annual bonus eligible; Benefits: Medical, Dental, Vision, Life, 401k with match, tuition reimbursement

Skills & Requirements

Must-have

  • Analyze commercial business financial statements
  • Calculate critical credit metrics
  • Manage assigned portfolio of commercial customers
  • Prepare credit packages for reviews
  • Structure and underwrite commercial loan transactions
  • Review and negotiate loan documentation

Nice-to-have

  • Relationship-focused personalized service
  • Award-winning culture
  • Top place to work
  • Family-friendly work hours

Key Requirements

  • Bachelor’s degree in business administration, finance, accounting, or related discipline
  • Minimum 7 years’ commercial credit experience
  • Experience in corporate banking, middle market or CRE
  • Leveraged lending experience preferred
  • Thorough understanding of risk management and credit mitigants
  • Proficiency using Microsoft Office products including advanced Excel modeling skills

Work Rights

Not specified

Tailored Resume

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