Portfolio Manager Ii - Sba Underwriter

Wintrust

Base: $85,000 - $110,000; bonus/equity: eligible f...
3+ years of sba experience
Thorough financial condition analysis
Ability to evaluate borrower repayment capacity
The role involves preparing credit presentations for SBA loan transactions that include a thorough analysis of the applicant's and guarantor's financial condition

Job Summary

  • The role involves preparing credit presentations for SBA loan transactions that include a thorough analysis of the applicant's and guarantor's financial condition.
  • Wintrust is a $66 billion financial institution listed on NASDAQ that delivers sophisticated banking solutions while maintaining personalized community service.
  • Employees receive comprehensive benefits including medical, dental, vision, life insurance, parental leave, and a 401(k) with company match.

Matching Summary

The role involves preparing credit presentations for SBA loan transactions that include a thorough analysis of the applicant's and guarantor's financial condition.

Salary

Base: $85,000 - $110,000; Bonus/Equity: Eligible for annual bonus; Benefits: Medical, Dental, Vision, Life, 401(k) match, FSA, ESPP

Skills & Requirements

Must-have

  • 3+ years of SBA experience
  • Thorough financial condition analysis
  • Ability to evaluate borrower repayment capacity
  • Collateral analysis skills
  • Covenant compliance testing

Nice-to-have

  • Servicing and liquidation experience preferred
  • Formal Bank credit training preferred
  • Strong time management and organizational skills
  • Excellent written and verbal communication skills
  • Proactive portfolio management approach

Key Requirements

  • Bachelor's degree preferred
  • Formal Bank credit training preferred
  • Proficiency in Microsoft Office products
  • Understanding of general credit and risk principles

Work Rights

Not specified

Tailored Resume

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