Senior Portfolio Manager, Commercial

Wintrust

Willowbrook, 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 rapidly growing Middle Market Commercial Banking team, acting as the point of contact for client relations and analyzing commercial business financial statements

Job Summary

  • The Senior Portfolio Manager supports the rapidly growing Middle Market Commercial Banking team, acting as the point of contact for client relations and analyzing commercial business financial statements.
  • Responsibilities include managing an assigned portfolio, monitoring for risks, preparing credit packages, and underwriting complex loan transactions.
  • Wintrust offers a comprehensive benefit package including medical, dental, vision, life insurance, a 401k plan with a generous company match, and tuition reimbursement.

Matching Summary

The Senior Portfolio Manager supports the rapidly growing Middle Market Commercial Banking team, acting as the point of contact for client relations and analyzing commercial business financial statements.

Salary

Base: $98,000-$150,000; Bonus/Equity: annual bonus eligible; Benefits: Comprehensive benefit package

Skills & Requirements

Must-have

  • Analyze commercial business financial statements
  • Calculate critical credit metrics
  • Manage assigned portfolio of commercial customers
  • Monitor portfolio for early warning signs
  • Prepare credit packages for reviews
  • Underwrite complex commercial loan transactions

Nice-to-have

  • Award-winning culture
  • Relationship-focused service
  • Promote from within culture
  • 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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