Portfolio Manager Ii - Sba Underwriter

Wintrust

Base: $85,000 - $110,000; bonus/equity: eligible f...
3+ years of sba experience
Financial statement analysis
Credit risk evaluation
The role involves preparing thorough credit presentations for SBA loan transactions including detailed financial analysis of applicants and guarantors

Job Summary

  • The role involves preparing thorough credit presentations for SBA loan transactions including detailed financial analysis of applicants and guarantors.
  • Wintrust is a $66 billion financial institution that delivers sophisticated solutions while maintaining personalized community banking service.
  • The position offers a comprehensive benefits package including medical, dental, vision, life insurance, and a 401(k) with company match.

Matching Summary

The role involves preparing thorough credit presentations for SBA loan transactions including detailed financial analysis of applicants and guarantors.

Salary

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

Skills & Requirements

Must-have

  • 3+ years of SBA experience
  • Financial statement analysis
  • Credit risk evaluation
  • Collateral analysis
  • Covenant compliance testing

Nice-to-have

  • Servicing and liquidation experience
  • Formal bank credit training
  • Excellent time management skills
  • Strong interpersonal communication
  • Proactive portfolio management

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

Cover Letter