Portfolio Manager, Business Banking

Wintrust

Northfield, IL, United States
Base: $71,000 to $92,000 annually; bonus/equity: e...
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Analyze commercial credit requests
Review financial statements and tax returns
Loan monitoring and covenant testing
** Wintrust is seeking a Portfolio Manager for Business Banking in Northfield, IL, to analyze small to mid-size business and real estate loan requests, contributing to underwriting and portfolio management processes. The ideal candidate will have a background in commercial credit analysis and strong communication skills, with a focus on maintaining relationships throughout the lending process. **

Job Summary

  • The Portfolio Manager, Business Banking analyzes small to mid-size business and real estate opportunities submitted by origination teams and works closely with lending officers in all aspects of the loan request.
  • Prepare and conduct Credit Approval Presentations (CAPs) including summarizing and reporting trends.
  • Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses.

Matching Summary

Match Score: 75

** Wintrust is seeking a Portfolio Manager for Business Banking in Northfield, IL, to analyze small to mid-size business and real estate loan requests, contributing to underwriting and portfolio management processes. The ideal candidate will have a background in commercial credit analysis and strong communication skills, with a focus on maintaining relationships throughout the lending process. **

Salary

Base: $71,000 to $92,000 annually; Bonus/Equity: eligible to earn an annual bonus; Benefits: Medical Insurance, Dental, Vision, Life insurance, 401(k) with company match, etc.

Skills & Requirements

Must-have

  • Analyze commercial credit requests
  • Review financial statements and tax returns
  • Loan monitoring and covenant testing
  • Prepare Credit Approval Presentations

Nice-to-have

  • Relationship-focused service
  • Family-friendly work hours
  • Promote from within culture

Key Requirements

  • Bachelor's degree in accounting, finance, business or equivalent experience
  • Minimum 2 years’ commercial and industrial underwriting and/or portfolio management experience
  • Formal credit training is a plus
  • Proficient in Microsoft Word and Excel

Work Rights

Not specified

Tailored Resume

Cover Letter