Portfolio Manager, Commercial

Wintrust

Milwaukee, WI, United States
Base: $85,000-$132,000; bonus/equity: eligible for...
**
Bachelor's degree in business or finance
5-7 years financial services experience
Commercial credit analysis and underwriting
** Wintrust is seeking a Portfolio Manager for their Middle Market Commercial Banking team in Milwaukee, WI. The ideal candidate should have 5-7 years of experience in the financial services industry, particularly in commercial credit, and will be responsible for managing client relationships and analyzing commercial business financials. **

Job Summary

  • The Portfolio Manager supports the rapidly growing Middle Market Commercial Banking team by serving as the primary point of contact for client relations.
  • Responsibilities include analyzing commercial business financial statements ranging from $20MM to $500MM in revenue and calculating critical credit metrics such as cash flow and leverage.
  • Wintrust offers an award-winning culture with competitive pay, a generous 401k match, and family-friendly work hours.

Matching Summary

Match Score: 75

** Wintrust is seeking a Portfolio Manager for their Middle Market Commercial Banking team in Milwaukee, WI. The ideal candidate should have 5-7 years of experience in the financial services industry, particularly in commercial credit, and will be responsible for managing client relationships and analyzing commercial business financials. **

Salary

Base: $85,000-$132,000; Bonus/Equity: Eligible for annual discretionary bonus; Benefits: Medical, dental, vision, life, 401k match, tuition reimbursement

Skills & Requirements

Must-have

  • Bachelor's degree in business or finance
  • 5-7 years financial services experience
  • Commercial credit analysis and underwriting
  • Financial statement analysis $20MM-$500MM revenue
  • Loan documentation review and negotiation

Nice-to-have

  • Formal Bank credit training preferred
  • Strong interpersonal client relationship skills
  • Proven ability to prioritize workflow
  • Experience with Special Assets Group transfer
  • Proficiency in financial forecast models

Key Requirements

  • Minimum 5-7 years banking industry experience
  • Prior commercial credit experience highly preferred
  • Formal Bank credit training preferred
  • Thorough understanding of lending policies and procedures

Work Rights

Not specified

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