Credit Analyst - Agent Finance

Wintrust

Rosemont, Illinois, US
Base: $59,000 - $77,000; bonus/equity: eligibility...
Not specified (potentially hybrid or onsite based on the company's operations)
Excel expert (pivots, vlookup, if)
Data analytics and reporting
Monthly reconciliation
Wintrust is seeking a Credit Analyst for its Agent Finance team in Rosemont, Illinois. The role involves supporting loan reviews, financial reporting, and data analytics, with a strong emphasis on Excel proficiency and critical thinking

Job Summary

  • Support Monthly Annual Reviews/ACH Reviews for loans over $1MM and all NM loans, and assist with setups and coordinate activities with Relationship Managers.
  • Monitor and report LOC utilization with Autodraw, track and gather data for each closing cycle, and create Estimated TPP Reports.
  • Wintrust offers a comprehensive benefits package including Medical, Dental, Vision, Life insurance, Disability Insurance, Parental Leave, 401(k) with company match, and more.

Matching Summary

Match Score: 85

Wintrust is seeking a Credit Analyst for its Agent Finance team in Rosemont, Illinois. The role involves supporting loan reviews, financial reporting, and data analytics, with a strong emphasis on Excel proficiency and critical thinking.

Salary

Base: $59,000 - $77,000; Bonus/Equity: eligibility to earn an annual bonus; Benefits: Medical, Dental, Vision, Life insurance, AD&D, Disability, Parental Leave, EAP, 401(k) match, FSA, ESPP, Critical Illness, Accident Insurance, Transportation, Banking Benefits, Pet Insurance

Skills & Requirements

Must-have

  • Excel expert (Pivots, Vlookup, IF)
  • Data Analytics and Reporting
  • Monthly reconciliation
  • Monitor LOC utilization
  • Agent Finance Trends reporting
  • Follow up with past due payments

Nice-to-have

  • Attentional to detail
  • Critical thinking
  • Strong work ethic
  • Relationship-focused service

Key Requirements

  • Bachelor’s degree minimum
  • Finance, Accounting or Economics experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter