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 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, Government, Not-for-Profit, & Healthcare manages a number of nonprofit credits ranging from $5M to $70MM in global exposure on a daily basis. In this role, you will evaluate nonprofit banking loan requests with revenues typically between $5 Million to $1 Billion using a thorough knowledge of loan policy, guidelines, and procedures.
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; GNPH 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
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 $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.
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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 business administration, finance, accounting, or related discipline
- Minimum 7 years' commercial credit experience (corporate banking, middle market, or CRE)
- Government, Not-for-Profit, & Healthcare (GNPH) experience
- Thorough understanding of risk management and credit mitigants
- Knowledge of risk ratings analysis, corporate finance, and/or research
- Strong analytical and financial modeling abilities
- Exceptional verbal and written communication skills
- Strong interpersonal skills and ability to establish client relationships
- Proficiency using Microsoft Office products including advanced Excel modeling
- Familiarity with Moody's Analytics
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.
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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.
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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.
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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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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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