Portfolio Manager II, Franchise Finance
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.” Will consider remote position for qualified candidates
What You'll Do
- Underwrite credit requests
- Prepare, review and present credit summaries for approval;
- Collect, spread, analyze, and maintain financial statements;
- Support loan documentation, due diligence, and closing efforts;
- Participate in opportunity assessment and prospecting process;
- Prepare borrower, brand and portfolio reviews;
- Test and monitor financial covenants consistent with loan requirements;
- Maintain timely and accurate risk ratings;
- Train in negotiating loan documentation
- Train in negotiating syndicated loans and communicating with loan syndicate
- Comply with all bank policies and procedures as well as applicable state and federal regulations and complete all required compliance training in a timely manner
- Performs other duties as required
Qualifications
- Bachelor’s degree in finance, accounting, or related area of study
- 3 + years of Franchise Finance Experience
Required Knowledge, Skills and Abilities
- Strong understanding of risk management and credit mitigants
- Knowledge risk ratings analysis, corporate finance and/or research
- Strong analytical and financial modeling ability
- Critical thinking skills
- Strong client service skills
- Strong organizational skills
- Strong verbal and written communication skill
- Strong relationship building skills
- Proficiency using Microsoft Office software products including advanced Excel modeling 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 $85,000 - $110,000, 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. Apply tot his job Apply To this Job