Team Lead Portfolio Management, Commercial Banking

Wintrust

Holland, MI, United States
Base: $117,000 - $175,000; bonus: eligible for ann...
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Commercial credit experience highly preferred
Managing team of portfolio managers and credit analysts
Underwriting annual reviews and renewals
** Wintrust is seeking a Team Lead for Portfolio Management in Commercial Banking to oversee a sizable portfolio and manage a team of Portfolio Managers and Credit Analysts. The role involves providing mentorship, ensuring adherence to banking policies, and managing complex accounts while contributing to an award-winning company culture. **

Job Summary

  • The role manages the administration of a sizable commercial banking portfolio with an aggregate balance of $500MM plus while supervising a team of Portfolio Managers and Credit Analysts.
  • Primary responsibilities include mentoring staff, auditing work products, and serving as a liaison to ensure new business activities align with bank policies and risk tolerance.
  • Wintrust offers competitive pay, an annual discretionary bonus, comprehensive benefits including medical and dental, and a generous 401k match in an award-winning culture.

Matching Summary

Match Score: 75

** Wintrust is seeking a Team Lead for Portfolio Management in Commercial Banking to oversee a sizable portfolio and manage a team of Portfolio Managers and Credit Analysts. The role involves providing mentorship, ensuring adherence to banking policies, and managing complex accounts while contributing to an award-winning company culture. **

Salary

Base: $117,000 - $175,000; Bonus: Eligible for annual discretionary bonus; Benefits: Medical, dental, vision, life, 401k match, tuition reimbursement

Skills & Requirements

Must-have

  • Commercial credit experience highly preferred
  • Managing team of Portfolio Managers and Credit Analysts
  • Underwriting annual reviews and renewals
  • Covenant testing verifications and documentation exceptions
  • Analyzing business and personal financial data

Nice-to-have

  • Mentoring employees through career planning
  • Award-winning culture and top workplace ratings
  • Promote from within culture
  • Family-friendly work hours
  • Strong interpersonal skills for client relationships

Key Requirements

  • Bachelor's degree in business, finance or accounting
  • 10+ years financial services experience
  • Formal credit training from a respected bank
  • Prior experience managing a team preferred
  • Strong analytical and organizational skills

Work Rights

Not specified

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