Wintrust Financial Corporation logo
Portfolio Manager I, Franchise Finance
full-timeRosemont$71k - $92k

Summary

Location

Rosemont

Salary

$71k - $92k

Type

full-time

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About this role

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.”

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

  • 1-2 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 $71,000 - $92,000, 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.

    Other facts

    Tech stack
    Risk Management,Credit Mitigants,Risk Ratings Analysis,Corporate Finance,Research,Analytical Skills,Financial Modeling,Critical Thinking,Client Service Skills,Organizational Skills,Verbal Communication,Written Communication,Relationship Building,Microsoft Office,Excel Modeling

    About Wintrust Financial Corporation

    Wintrust Financial Corporation delivers sophisticated financial capabilities with a community bank personality across its businesses in banking, specialty finance, and wealth management. Wintrust’s teams put clients first and deliver financial solutions that create impact in our communities and value for our shareholders. At the core of our company are the values that guide our decisions and our actions every day: Integrity, Accountability, Well-being, and Teamwork.

    Team size: 5,001-10,000 employees
    LinkedIn: Visit
    Industry: Financial Services
    Founding Year: 1991

    What you'll do

    • The Portfolio Manager I will underwrite credit requests, prepare and present credit summaries for approval, and support loan documentation and closing efforts. Additionally, the role involves maintaining risk ratings and ensuring compliance with bank policies and regulations.

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    Frequently Asked Questions

    What does Wintrust Financial Corporation pay for a Portfolio Manager I, Franchise Finance?

    Wintrust Financial Corporation offers a competitive compensation package for the Portfolio Manager I, Franchise Finance role. The salary range is USD 71k - 92k per year. Apply through Clera to learn more about the full compensation details.

    What does a Portfolio Manager I, Franchise Finance do at Wintrust Financial Corporation?

    As a Portfolio Manager I, Franchise Finance at Wintrust Financial Corporation, you will: the Portfolio Manager I will underwrite credit requests, prepare and present credit summaries for approval, and support loan documentation and closing efforts. Additionally, the role involves maintaining risk ratings and ensuring compliance with bank policies and regulations..

    Why join Wintrust Financial Corporation as a Portfolio Manager I, Franchise Finance?

    Wintrust Financial Corporation is a leading Financial Services company. The Portfolio Manager I, Franchise Finance role offers competitive compensation.

    Is the Portfolio Manager I, Franchise Finance position at Wintrust Financial Corporation remote?

    The Portfolio Manager I, Franchise Finance position at Wintrust Financial Corporation is based in Rosemont, Illinois, United States. Contact the company through Clera for specific work arrangement details.

    How do I apply for the Portfolio Manager I, Franchise Finance position at Wintrust Financial Corporation?

    You can apply for the Portfolio Manager I, Franchise Finance position at Wintrust Financial Corporation directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about Wintrust Financial Corporation on their website.