The Senior Portfolio Manager supports the Middle Market Commercial Banking team by analyzing financial statements ranging from $10MM to $500M in revenue
Job Summary
The Senior Portfolio Manager supports the Middle Market Commercial Banking team by analyzing financial statements ranging from $10MM to $500M in revenue.
Wintrust offers an award-winning culture rated a Top Workplace by the Chicago Tribune for the past 12 years with competitive pay and discretionary bonuses.
This role requires managing assigned portfolios, monitoring early warning signs of financial weakness, and preparing credit packages for annual reviews and renewals.
Matching Summary
The Senior Portfolio Manager supports the Middle Market Commercial Banking team by analyzing financial statements ranging from $10MM to $500M in revenue.
Salary
Base: $98,000-$150,000; Bonus/Equity: Eligible for annual discretionary bonus; Benefits: Comprehensive package including medical, dental, vision, 401k match, and tuition reimbursement
Skills & Requirements
Must-have
7 years commercial credit experience
financial statement analysis
credit risk mitigation strategies
loan documentation negotiation
complex commercial loan structuring
Nice-to-have
leveraged lending experience preferred
Moody's analytics familiarity
relationship-focused service culture
proven client relationship skills
advanced Excel modeling proficiency
Key Requirements
Bachelor's degree in business, finance, or accounting
Minimum 7 years commercial credit experience
Experience in corporate banking, middle market, or CRE sectors