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Senior Portfolio Manager – Commercial Banking
| Company | Wintrust |
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| Location | Chicago, IL, USA |
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| Salary | $98000 – $132000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Senior |
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Requirements
- 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; leveraged lending 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
Responsibilities
- 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
Preferred Qualifications
- Leveraged lending experience preferred
