Team Lead Portfolio Management CRE

Posted 6 Days Ago
Be an Early Applicant
Chicago, IL, USA
In-Office
117K-158K Annually
Senior level
Fintech • Information Technology • Marketing Tech • Financial Services
Committed to being an employer of choice through strong principles, shared values, and distinctive culture.
The Role
Leads commercial real estate portfolio management across middle-market credit exposures. Assigns and prioritizes team workflows, mentors portfolio managers and credit analysts, reviews underwriting quality, oversees risk ratings and portfolio performance, manages annual and quarterly risk reviews, and ensures compliance with credit policy. Partners with lending teams, addresses portfolio and documentation exceptions, supports risk mitigation and process improvements, and develops team capabilities.
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 annual discretionary 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

The Portfolio Manager Team Lead, Commercial Real Estate manages the administration of a portfolio consisting of CRE Middle Market client credit exposures across various asset classes while managing and prioritizing the workflow of a team of Portfolio Managers and Credit Analysts with varying experience levels.


What You’ll Do

  • Primary responsibilities include assignment, management, and prioritization of ongoing workflow, mentoring Portfolio Managers and Credit Analysts by auditing work products and providing feedback, while contributing to the organizational development of these employees
  • Serve as the liaison between assigned Lending and Portfolio Management teams assuring new business activities are prioritized while portfolio management responsibilities (renewals, annual reviews, covenant testing, reporting exceptions, documentation exceptions, etc.) are properly managed in accordance with Wintrust Credit Policy
  • Provide a layer of quality control in the underwriting process by reviewing work and providing feedback to Portfolio Managers and Credit Analysts to ensure analysis and underwriting documents are accurate, risks are properly identified and mitigated, and a structure is in place to appropriately govern the credit based on risk profile
  • Oversee all portfolio management activities in order to monitor portfolio performance, accurately assign risk ratings, and proactively address potential concerns
  • Train, mentor, and develop Portfolio Managers and Credit Analysts
  • Manage quarterly and annual risk reviews
  • Help drive and support innovation and continuous efficiency improvements

Qualifications

  • Bachelor’s degree in business, finance, accounting or related field
  • Minimum 7 years’ commercial credit experience with a strong understanding of Commercial Real Estate credit principles, risk management and mitigation, and banking policies/procedures
  • Prior experience managing a team preferred but not required
  • Excellent verbal and written communication skills
  • Strong analytical, organizational, and time management skills
  • Strong interpersonal skills with a proven ability to establish relationships and work in a team environment

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 $117,000-$158,000 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.


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.


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, finance, accounting, or a related field
  • At least 7 years of commercial credit experience
  • Strong understanding of commercial real estate credit principles
  • Experience with credit risk management and mitigation
  • Knowledge of banking policies and procedures
  • Excellent verbal and written communication skills
  • Strong analytical, organizational, and time management skills
  • Strong interpersonal skills and ability to establish relationships and work in a team environment
  • Prior team management experience

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

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

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.

Gallery

Gallery

Similar Jobs

Wipfli Logo Wipfli

Consultant

Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Remote or Hybrid
United States
2900 Employees
88K-118K Annually

Wipfli Logo Wipfli

Senior Manager/Director, Tax - Insurance

Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Remote or Hybrid
United States
2900 Employees
142K-192K Annually

Comcast Logo Comcast

Sr. Information Security Analyst - FreeWheel

Digital Media • Information Technology • News + Entertainment
Hybrid
Chicago, IL, USA
115000 Employees
107K-161K Annually

Grainger Logo Grainger

Senior Software Engineer

eCommerce • Information Technology • Retail • Industrial
Hybrid
Chicago, IL, USA
26000 Employees
113K-188K Annually

Similar Companies Hiring

Kepler  Thumbnail
Artificial Intelligence • Fintech • Software
New York, New York
9 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees
Blee Thumbnail
Artificial Intelligence • Marketing Tech • Software
New York, New York
30 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account