Portfolio Manager Ii, Private Client

Downers Grove Bank & Trust Co

Chicago, IL, United States
Base: $85,000 - $110,000; bonus/equity: eligibilit...
Onsite
Credit risk assessment
Financial analysis and modeling
Client relationship management
Manages and monitors a portfolio of client credit exposures, across industry classes, on an ongoing basis

Job Summary

  • Manages and monitors a portfolio of client credit exposures, across industry classes, on an ongoing basis.
  • Collaborates with bankers and other business teams to meet client credit requests, in adherence with Wintrust Credit policy.
  • Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.”

Matching Summary

Manages and monitors a portfolio of client credit exposures, across industry classes, on an ongoing basis.

Salary

Base: $85,000 - $110,000; Bonus/Equity: eligibility to earn an annual bonus; Benefits: Medical, Dental, Vision, Life insurance, Disability Insurance, 401(k) with match, FSA, ESPP, etc.

Skills & Requirements

Must-have

  • Credit risk assessment
  • Financial analysis and modeling
  • Client relationship management
  • Loan documentation
  • Portfolio monitoring

Nice-to-have

  • Proactive risk mitigation
  • Cross-selling initiatives
  • Mentoring junior team members
  • Driving innovation

Key Requirements

  • 5-10 years credit analysis/commercial banking experience
  • Bachelor's degree in Finance, Accounting or related
  • Proficiency in advanced Excel modeling

Work Rights

Not specified

Tailored Resume

Cover Letter