Portfolio Manager, Business Banking

Wintrust

Base: $71,000 to $92,000 annually; bonus: eligible...
Commercial credit analysis techniques
Financial statement and tax return review
Loan documentation and due diligence
The Portfolio Manager analyzes small to mid-size business and real estate opportunities while working closely with lending officers throughout the underwriting process

Job Summary

  • The Portfolio Manager analyzes small to mid-size business and real estate opportunities while working closely with lending officers throughout the underwriting process.
  • Wintrust offers a competitive pay package including an annual discretionary bonus, comprehensive benefits, and a 401k plan with a generous company match.
  • This role requires preparing Credit Approval Presentations, evaluating borrower repayment ability, and fostering strong relationships with Credit Administration and Loan Operations teams.

Matching Summary

The Portfolio Manager analyzes small to mid-size business and real estate opportunities while working closely with lending officers throughout the underwriting process.

Salary

Base: $71,000 to $92,000 annually; Bonus: Eligible for annual discretionary bonus; Benefits: Medical, dental, vision, life, 401k match, tuition reimbursement

Skills & Requirements

Must-have

  • Commercial credit analysis techniques
  • Financial statement and tax return review
  • Loan documentation and due diligence
  • Credit approval presentation preparation
  • Collateral evaluation and risk rating

Nice-to-have

  • nCino loan origination platform experience
  • Formal credit training background
  • Strong organizational and time management skills
  • Proactive workflow prioritization abilities

Key Requirements

  • Bachelor's degree in accounting, finance, or business
  • Minimum 2 years commercial underwriting or portfolio management experience
  • Sound understanding of cash flow and balance sheet analysis

Work Rights

Not specified

Tailored Resume

Cover Letter