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 prepare credit packages for annual reviews, renewals, loan requests, portfolio reviews and criticized asset reviews.
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 Insurance, Dental, Vision, Life insurance, AD&D, Disability Insurance, Parental Leave, EAP, 401(k) with company match, FSA, ESPP, Critical Illness Insurance, Accident Insurance, Transportation and Commuting Benefits, Banking Benefits, Pet Insurance
Skills & Requirements
Must-have
Commercial credit experience
Analyze financial statements
Credit metrics calculation
Client relationship management
Risk management understanding
Financial modeling abilities
Nice-to-have
Award-winning culture
Relationship-focused service
Promote from within culture
Community banking roots
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
Proficiency using Microsoft Office products including advanced Excel modeling skills