Portfolio Manager Ii, Cre

BankGlenview

Lake Forest, IL, United States
Base: $85,000-$110,000; bonus/equity: eligible for...
Commercial real estate finance/lending
Credit analysis and underwriting
Portfolio management tasks
Responsibilities include independent analysis and underwriting of moderate to complex real estate transactions, completing portfolio management tasks such as preparing annual reviews and testing covenants, and interacting with clients by email, phone, and in person

Job Summary

  • Responsibilities include independent analysis and underwriting of moderate to complex real estate transactions, completing portfolio management tasks such as preparing annual reviews and testing covenants, and interacting with clients by email, phone, and in person.
  • The Commercial Real Estate Banking segment is seeking a CRE Portfolio Manager with a sound knowledge of commercial real estate finance/lending and credit with the expectation that these skills will be further developed while in this role.
  • Wintrust provides a comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company matches and tuition reimbursement.

Matching Summary

Responsibilities include independent analysis and underwriting of moderate to complex real estate transactions, completing portfolio management tasks such as preparing annual reviews and testing covenants, and interacting with clients by email, phone, and in person.

Salary

Base: $85,000-$110,000; Bonus/Equity: eligible for annual bonus; Benefits: Comprehensive benefit package

Skills & Requirements

Must-have

  • Commercial real estate finance/lending
  • Credit analysis and underwriting
  • Portfolio management tasks
  • Client interaction
  • Analyze basic real estate documents

Nice-to-have

  • Self-motivated and multi-tasking
  • Award-winning culture
  • Relationship-focused service

Key Requirements

  • 5+ years’ commercial real estate/credit experience
  • Formal Bank credit training preferred
  • Bachelor’s degree (Business, Finance, Accounting or Economics preferred)
  • Proficiency in MS Office

Work Rights

Not specified

Tailored Resume

Cover Letter