Credit Analyst - Agent Finance

Wintrust

Rosemont, IL, United States
Base: $59,000- $77,000; bonus/equity: eligibility ...
Excel (pivots, vlookup, if statements)
Data analytics and reporting
Leverage, cash flow, liquidity analysis
Review and accurately input information from various financial reports, providing analysis on leverage, cash flow, liquidity, and coverage ratios

Job Summary

  • Review and accurately input information from various financial reports, providing analysis on leverage, cash flow, liquidity, and coverage ratios.
  • Prepare credit memos, collaborate with lenders and relationship managers, and present loan requests to committees or senior management.
  • Wintrust offers a comprehensive benefits package including medical, dental, vision, life insurance, disability, parental leave, 401(k) with match, and an employee stock purchase plan.

Matching Summary

Review and accurately input information from various financial reports, providing analysis on leverage, cash flow, liquidity, and coverage ratios.

Salary

Base: $59,000- $77,000; Bonus/Equity: Eligibility to earn an annual bonus; Benefits: Medical Insurance, Dental, Vision, Life insurance, AD&D, Disability Insurance, Parental Leave, EAP, 401(k) with company match, FSA, ESPP, Critical Illness Insurance, Accident Insurance, Transportation and Commuting Benefits, Banking Benefits, Pet Insurance

Skills & Requirements

Must-have

  • Excel (Pivots, Vlookup, IF statements)
  • Data Analytics and Reporting
  • Leverage, cash flow, liquidity analysis
  • Portfolio monitoring and covenant compliance

Nice-to-have

  • Relationship-focused service
  • Marketing and business development
  • Identifying early warning signs

Key Requirements

  • Bachelor's degree minimum
  • Marketing, Finance, Economics or Business experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter