Talent.com
Senior Portfolio Manager, Commercial Banking

Senior Portfolio Manager, Commercial Banking

Wintrust Financial CorporationChicago, IL, US
job_description.job_card.1_day_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.”

An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 years) and Employee Recommended award by the Globe & Mail (past 6 years)

Competitive pay and annual discretionary bonus eligible

Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company matches and tuition reimbursement to name a few

Family-friendly work hours

Promote from within culture

The Senior Portfolio Manager supports the Middle Market Commercial Banking team, analyzing commercial business financial statements ranging from $20MM to $500M in revenue and calculating critical credit metrics such as cash flow, leverage, working capital, and collateral coverage. In this role, you will be the point of contact for client relations and maintain a high level of client responsiveness.

What You’ll Do

Manage an assigned portfolio of commercial customers in partnership with the relationship manager

Provide support and oversight of reporting for portfolio management (delinquency, problem loans, exceptions, tickler tracking, etc.) as designated by the CCO

Coordinate collection and review of financial statements, tax returns, covenant compliance certificates, and / or borrowing bases to comply with customers’ reporting requirements

Monitor assigned portfolio for early warning signs of financial weakness or other risks and work with borrowers to develop and execute an appropriate plan to mitigate risk and / or transfer to Special Assets Group

Prepare credit packages for annual reviews, renewals, loan requests, portfolio reviews and criticized asset reviews

Structure and underwrite complex commercial loan transactions in an assigned portfolio and new business transactions

Provide credit recommendations to the appropriate level of credit administration

Review and negotiate loan documentation in consultation with legal counsel and ensure renewals and modifications are properly closed

Serve as contact for, provide support of and responses to internal audits, loan review, compliance reviews and regulatory exams for the bank

Comply with all bank policies and procedures as well as applicable state and federal regulations

Qualifications

Bachelor’s degree in business administration, finance, accounting, or related discipline

Minimum 7 years’ commercial credit experience including experience in one of the following sectors : corporate banking, middle market or CRE; leveraged lending experience preferred

Thorough understanding of risk management and credit mitigants

Knowledge risk ratings analysis, corporate finance and / or research

Strong analytical and financial modeling abilities

Exceptional verbal and written communication skills

Strong interpersonal skills with a proven ability establishing client relationships

Proficiency using Microsoft Office products including advanced Excel modeling skills

Familiarity with Moody's analytics

Medical Insurance

  • Dental
  • Vision
  • Life insurance
  • Accidental death and dismemberment
  • Short-term and long-term Disability Insurance
  • Parental Leave
  • Employee Assistance Program (EAP)
  • Traditional and Roth 401(k) with company match
  • Flexible Spending Account (FSA)
  • Employee Stock Purchase Plan at 5% discount
  • Critical Illness Insurance
  • Accident Insurance
  • Transportation and Commuting Benefits
  • Banking Benefits
  • Pet Insurance

Compensation

The estimated salary range for this role is $98,000-$150,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate’s qualifications, skills and experience.

#LI-AC1

From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.

#J-18808-Ljbffr

serp_jobs.job_alerts.create_a_job

Senior Portfolio Manager • Chicago, IL, US

Job_description.internal_linking.related_jobs
  • serp_jobs.job_card.promoted
Senior Portfolio Manager, Commercial Banking

Senior Portfolio Manager, Commercial Banking

Wintrust FinancialChicago, IL, US
serp_jobs.job_card.full_time
Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated so...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
  • serp_jobs.job_card.promoted
Portfolio Manager - VP

Portfolio Manager - VP

Associated BankChicago, IL, US
serp_jobs.job_card.full_time
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your gr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Director, Senior Portfolio Manager

Director, Senior Portfolio Manager

BMO Financial GroupChicago, IL, US
serp_jobs.job_card.full_time +1
Provides high quality sales and service to investment clients to deliver an exceptional client experience.Provides technical expertise for all aspects of investment management and administration to...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
  • serp_jobs.job_card.promoted
Bank Portfolio Manager

Bank Portfolio Manager

Northern TrustChicago, IL, US
serp_jobs.job_card.full_time
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative f...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Senior Portfolio Manager - Financial Institutions Group

Senior Portfolio Manager - Financial Institutions Group

Fifth ThirdChicago, IL, United States
serp_jobs.job_card.full_time
Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. The Portfolio Manager is key m...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Group Portfolio Manager

Group Portfolio Manager

CibcChicago, IL, US
serp_jobs.job_card.full_time
We're building a relationship-oriented bank for the modern world.We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strength...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Sr. Bank Portfolio Manager - Interest Rate Derivatives and Hedging

Sr. Bank Portfolio Manager - Interest Rate Derivatives and Hedging

Northern TrustChicago, IL, US
serp_jobs.job_card.full_time
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative f...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Portfolio Manager- Commercial Banking

Client Portfolio Manager- Commercial Banking

Bankers' BankElk Grove Village, IL, US
serp_jobs.job_card.full_time
Bankers' Bank is a growing, state-chartered financial institution with over $1.In addition to specializing in providing correspondent banking products and services to community banks we also pr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Portfolio Manager Impact Accelerators

Portfolio Manager Impact Accelerators

ServiceNowChicago, IL, US
serp_jobs.job_card.full_time
Portfolio Manager Impact Accelerators.It all started in sunny San Diego, California in 2004 when a visionary engineer, Fred Luddy, saw the potential to transform how we work.Fast forward to today ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Senior Investment Portfolio Manager

Senior Investment Portfolio Manager

BmoBarrington, IL, US
serp_jobs.job_card.part_time
Job Opportunity In Wealth Sales & Service.Provides high quality sales and service to investment clients to deliver an exceptional client experience. Provides technical expertise for all aspects of i...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Key Private Bank Senior Portfolio Strategist

Key Private Bank Senior Portfolio Strategist

KeyCorpChicago, IL, US
serp_jobs.job_card.full_time
Manages and constructs investment portfolios in accordance with client investment goals and objectives.Advises clients on appropriate strategies and constructs and customizes portfolios according t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Commercial Portfolio Manager II

Commercial Portfolio Manager II

Fifth Third BancorpChicago, IL, US
serp_jobs.job_card.full_time
Commercial Portfolio Manager II.The portfolio manager is a key member of the coverage team, managing transactions and business portfolio tasks. Portfolio managers are expected to be intimately invol...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Director, Senior Portfolio Manager

Director, Senior Portfolio Manager

BMO U.S.Chicago, IL, US
serp_jobs.job_card.full_time +1
Provides high quality sales and service to investment clients to deliver an exceptional client experience.Provides technical expertise for all aspects of investment management and administration to...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
  • serp_jobs.job_card.promoted
Commercial Portfolio Manager II

Commercial Portfolio Manager II

Fifth ThirdChicago, IL, United States
serp_jobs.job_card.full_time
Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. The Portfolio Manager is key m...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Director, Senior Portfolio Manager

Director, Senior Portfolio Manager

BmoChicago, IL, US
serp_jobs.job_card.part_time
Wealth Sales & Service Specialist.Provides high quality sales and service to investment clients to deliver an exceptional client experience. Provides technical expertise for all aspects of investmen...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Senior Portfolio Manager

Senior Portfolio Manager

Amplify Recruiting by Sales Xceleration®Chicago, IL, US
serp_jobs.job_card.full_time
Executive Recruiting for Sales Professionals.Chicago, IL (or Pittsburgh, PA) | Relocation Assistance Available | Hybrid.Are you a strategic thinker, relationship builder, and results-driven leader?...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
  • serp_jobs.job_card.promoted
Portfolio Manager

Portfolio Manager

BmoChicago, IL, US
serp_jobs.job_card.part_time
Commercial Sales & Service Analyst.Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Commercial Portfolio Manager - To 140K - Deerfield, IL - Job 3282

Commercial Portfolio Manager - To 140K - Deerfield, IL - Job 3282

The Symicor GroupDeerfield, IL, US
serp_jobs.job_card.full_time
serp_jobs.filters_job_card.quick_apply
Commercial Portfolio Manager – To $140K – Deerfield, IL – Job # 3282.The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30