Financial Analyst – GLM – Mortgage Accounting

Reposted 2 Days Ago
Rosemont, IL, USA
In-Office
50K-66K Annually
Junior
Fintech • Information Technology • Marketing Tech • Financial Services
Committed to being an employer of choice through strong principles, shared values, and distinctive culture.
The Role
The Financial Analyst will support the Controller by managing cash monitoring, ledger entries, analysis, reconciliations, and special projects.
Summary Generated by Built In

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.”

Why join us?

  • An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 12 years) and Employee Recommended award by the Globe & Mail (past 6 years)

  • Competitive pay and discretionary or incentive bonus eligible

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

  • Family-friendly work hours

  • Promote from within culture

Why join this team?

  • We have a culture that encourages an entrepreneurial spirit

  • We offer multiple opportunities for development and upward mobility

Job Description Summary

Financial Analyst – GLM Mortgage Accounting will be responsible for supporting the Wintrust Finance Corporate Controller/Accounting Department. Responsibilities will include daily cash monitoring, day-to-day cash management functions, mortgages held for sale tracking, general ledger entries, financial and investor – accounting analysis, bank and GL analysis, gain on sale allocation, as well as supporting the Corporate Controller with various special projects as needed. This role will be expected to interact cross-departmentally with multiple levels of management and handle sensitive information on a regular basis.

What You’ll Do

  • Monitor, interpret, and post activity for operating bank accounts, cash clearing accounts, and wire transfer accounts

  • Complete general ledger entries and daily reconciliations for mortgage related activity across multiple loan origination systems

  • Work with the AVP Finance Manager and Accounting department in the Month End Close process. Responsible for various general ledger account analysis

  • Maintains and improves quality results by following standards and recommending improved policies and procedures

  • Take accountability for the achievement of goals set forth by management

  • Continual development and improvement of financial reports

  • Working as part of a team and effectively supporting colleagues

Knowledge/Skills/Background/Experience

  • Bachelor’s degree in Accounting preferred

  • A minimum of 2 years of experience preferred; experience in mortgage industry, knowledge of mortgage banking application and Workday GL system is a plus.

  • Advanced Excel skills required, including XLOOKUP, VLOOKUP, complex formulas, pivot tables, macros/VBA, as well as proficiency in Microsoft Office applications and Outlook.

  • Ability to work under pressure with strict time deadlines and attention to detail; ability to multi-task

  • Must have excellent interpersonal, organizational and communication (both written and oral) skills; must have excellent time-management skills.

Benefits

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 $50,000 -$65,000, 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-ONSITE

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.

Skills Required

  • Bachelor's degree in Accounting preferred
  • Minimum of 2 years of experience preferred
  • Advanced Excel skills including XLOOKUP, VLOOKUP, pivot tables
  • Excellent interpersonal and communication skills

Wintrust Financial Corporation Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Wintrust Financial Corporation and has not been reviewed or approved by Wintrust Financial Corporation.

  • Affordable Benefits Employer covers a large share of medical premiums, making health coverage comparatively low cost. Plan options are broad and pair with HSA/FSA choices and wellbeing programs.
  • Parental & Family Support Paid maternity, parental, and adoption leave are structured and fully paid, with backup childcare access through Bright Horizons. Adoption assistance and family support resources further strengthen caregiving support.
  • Retirement Support A 401(k) with a company match and an employee stock purchase plan provide multiple savings and ownership avenues. Match mechanics and plan access are noted features of the total rewards offering.

Wintrust Financial Corporation Insights

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The Company
HQ: Rosemont, IL
5,284 Employees
Year Founded: 1991

What We Do

Wintrust Financial (Wintrust) is a financial services holding company based in Rosemont, Illinois, with $50 billion in assets. Wintrust engages in the business of providing traditional community banking services, wealth management services, commercial insurance premium financing, mortgage origination and more.

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