Portfolio Manager, Business Banking

BankEvergreenPark

Northfield, IL, United States
Base: $71,000 to $92,000 annually; bonus/equity: e...
On-site
Commercial credit analysis techniques
Financial statement analysis
Risk assessment and management
Wintrust is seeking a Portfolio Manager for Business Banking who will analyze credit requests and collaborate with lending officers to manage business and real estate loan opportunities. The role requires a strong understanding of commercial credit analysis and offers a competitive salary, comprehensive benefits, and a supportive work culture

Job Summary

  • The Portfolio Manager, Business Banking analyzes small to mid-size business and real estate opportunities submitted by origination teams and works closely with lending officers in all aspects of the loan request.
  • Prepare and conduct Credit Approval Presentations (CAPs) including summarizing and reporting trends and analyze commercial credit requests of varying complexity.
  • Wintrust provides a comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement.

Matching Summary

Match Score: 85

Wintrust is seeking a Portfolio Manager for Business Banking who will analyze credit requests and collaborate with lending officers to manage business and real estate loan opportunities. The role requires a strong understanding of commercial credit analysis and offers a competitive salary, comprehensive benefits, and a supportive work culture.

Salary

Base: $71,000 to $92,000 annually; Bonus/Equity: eligible for annual bonus; Benefits: Medical Insurance, Dental, Vision, Life insurance, 401(k) with company match, etc.

Skills & Requirements

Must-have

  • Commercial credit analysis techniques
  • Financial statement analysis
  • Risk assessment and management
  • Loan monitoring and covenant testing
  • Credit Approval Presentations

Nice-to-have

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

Key Requirements

  • Bachelor's degree in accounting, finance, business or equivalent experience
  • Minimum 2 years' commercial and industrial underwriting and/or portfolio management experience
  • Formal credit training is a plus
  • Proficient in Microsoft Word and Excel
  • Experience with nCino loan origination platform a plus

Work Rights

Not specified

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