Portfolio Analyst

Posted 20 Days Ago
Be an Early Applicant
Menomonee Falls, WI, USA
In-Office
42K-55K 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
Monitor and analyze TRICOM's receivable collateral portfolio; manage and collect staffing clients' accounts receivable to maximize performance, minimize delinquencies and bad debt. Communicate professionally with clients, prioritize collection activities, work independently, and advise clients on receivables management, trend analysis, and collection techniques.
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.”

TRICOM was founded in 1989 by a group of industry professionals who felt there was a better way to meet the payroll funding, payroll processing, accounts receivable finance and full back-office service needs of the staffing industry.  We are a dynamic company committed to growth and continually striving to exceed client expectations.  If you are looking for a long-term career opportunity with a very strong employee centric and close-knit culture, then TRICOM is the place you want to be.  

Why join us?

  • You’ll work with multiple departments within TRICOM on an on-going basis, meeting amazing people along the way.

  • We strive on teamwork to ensure we all are successful with our daily processes and tasks.

  • Chances to learn and grow through new initiatives and multi-tasking.

What You'll Do:

The Portfolio Analyst will monitor, analyze and protect TRICOM's portfolio of receivable collateral by managing and assisting in the collection of our staffing client’s accounts receivables; while maximizing the accounts receivable performance, minimize and prevent delinquencies and bad debt write-offs.

  • Timely, effective and professional client communication and customer Accounts Receivable collection activities using appropriate persuasion, negotiation, follow-up and problem-solving skills.

  • Work independently with self-motivation while demonstrating the ability to prioritize conflicting collection activities demands using excellent organizational and time-management skills to accommodate rapidly changing priorities while meeting company customer service standards and one-hour response time.

  • Assist, educate and guide clients in effective accounts receivables management, trend analysis, collection techniques and Tricom expectations and protocol through appropriate analysis of risk criteria present in the assigned portfolio of accounts receivable.

Qualifications:

  • 1-3 years Business-to-business accounts receivable collection and/or cash application experience preferred

  • High school diploma or equivalent required

  • General computer skills required

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 annual salary range for this role is $42,000-$55,000, 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

  • 1-3 years business-to-business accounts receivable collection and/or cash application experience
  • High school diploma or equivalent
  • General computer 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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