Analyst Operations- Rosemont, IL

Wintrust Financial Corporation; Rosemont (IL); On-site; USD 50,000 - 65,000; Full time

Job summary

A leading financial services company is seeking a Documentation Operations Analyst in Rosemont, IL. The successful candidate will engage in reviewing and preparing documentation for lease and loan transactions, with specific responsibilities in operations. This role offers a competitive salary, comprehensive benefits, and growth opportunities within a highly respected firm.

Benefits

401k plan with company match

Comprehensive benefit package

Family-friendly work hours

Employee Assistance Program

Qualifications

• 5+ years of experience in loan and lease documentation.
• Preferred experience in bank, finance or leasing documentation.
• Ability to handle multiple tasks.

Responsibilities

• Review and prepare lease and loan documentation.
• Assist with funding and booking packets.
• Maintain loan and lease documentation.

Skills

Customer service

Attention to detail

Communication

Education

Bachelor’s degree

Tools

MS Excel

Salesforce

Infolease

FIS

Job description

Join to apply for the Analyst Operations- Rosemont, IL role at Wintrust Financial Corporation

14 hours ago Be among the first 25 applicants

Join to apply for the Analyst Operations- Rosemont, IL role at Wintrust Financial Corporation

Get AI-powered advice on this job and more exclusive features.

Wintrust Asset Finance is an equipment-focused financing group that offers sophisticated loan and lease products to commercial companies throughout the country in a wide range of industries, including transportation, construction, manufacturing, energy services, aviation, and turn-key property, plant, and equipment, among others. Wintrust Asset Finance is an affiliate of Wintrust, a financial services company with more than $66 billion in assets.

Wintrust Equipment Finance, a division of Wintrust Asset Finance Inc. (WAF), an affiliate of Wintrust Financial Corporation, is looking for a candidate for Documentation Operations Analyst specializing in direct and indirect originations primarily via equipment lease/loan financing and lease debt discounting transactions. This position will have active involvement in the growth of equipment leasing and loan arm of the bank, for both direct and indirect originations. WAF provides sophisticated finance and lease products (including equipment leases and equipment loans) to commercial enterprises throughout the United States in a wide range of industries. Wintrust Financial Corporation is a financial services holding company based in Rosemont, Illinois, with assets above $50 billion and provides community-oriented, personal and commercial banking services to customers located in the greater Chicago, Illinois and southern Wisconsin metropolitan areas through its 16 wholly owned banking subsidiaries. Wintrust Equipment Finance direct originations provides equipment financing solutions for companies in Illinois, Indiana, and Wisconsin with typical transaction sizes of $500,000 to $10 million, while the indirect originations targets upper middle market through investment grade companies ranging from $150,000 to $10 million on a per schedule basis, done either one off or under guidance lines.

Why join us?

• An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 years) and Employee Recommended award by the Globe & Mail (past 6 years)
• Competitive pay and discretionary or incentive 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
• With 200+ community bank locations, we offer opportunities to grow and develop in your career
• Promote from within culture
  
  

Why join this team?

• We have a culture that encourages an entrepreneurial spirit
• We offer multiple opportunities for development and upward mobility
  
  

What You’ll Do

• Responsible for the review and understanding of lease and loan documentation as well as document packet preparation and to assist with negotiation and redlining of documents as needed
• Assist with the day to day activities of the Operations Department including funding, preparation of booking packets for accurate booking into portfolio systems (FIS and Infolease), lien perfection and servicing of equipment loans and leases for our direct and indirect originations portfolio.
• Assist with customer invoicing, posting of customer payments, including ACH processing and delinquency monitoring.
• Assist with processing modification requests and/or contract changes as well as review of such changes in our system of record (currently Infolease and FIS)
• Responsible for ordering Uniform Commercial Code “UCC” searches, preparing UCC filings, and completing motor vehicle title paperwork as needed to ensure perfection of security interests on portfolio.
• Assist with maintaining insurance coverage for portfolio and tracking renewals.
• Assist with maintenance of loan and lease documentation and scanning of documents into records management systems.
• Assist in distribution of data and reports provided to internal management as well as required data for internal and external auditors.
• Ensure compliance with departmental policies and procedures.
  
  

Qualifications

• Knowledge and experience of loan and lease documentation and perfection, with respect to direct and indirect originations (5+ years)
• Prior bank, finance or leasing company experience in documentation, operations or credit administration preferred
• Excellent customer service skills and the ability to interact with customers, lessor’s, vendors, and all levels of management
• Ability to handle multiple tasks and accept change willingly
• Attention to detail with a strong work ethic and willing to take initiative.
• Effective written and verbal communication and interpersonal skills needed to work with all levels of management and customers
• Proficient with MS Excel as well as experience with other MS Office products.
• Bachelor’s degree or some college preferred
• Experience with Salesforce and loan/lease origination platforms a plus
• Knowledge of portfolio accounting systems such as Infolease, FIS or ACBS a plus
• Knowledge of loan and lease pricing software such as TValue and SuperTrump a plus
  
  

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 $50,000 - $65,000 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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Management and Manufacturing

Referrals increase your chances of interviewing at Wintrust Financial Corporation by 2x

Sign in to set job alerts for “Operations Analyst” roles.

Chicago, IL $70,000.00-$75,000.00 2 weeks ago

Oak Brook, IL $50,000.00-$60,000.00 5 days ago

Chicago, IL $103,900.00-$209,100.00 1 week ago

Chicago, IL $75,000.00-$100,000.00 1 week ago

Chicago, IL $92,800.00-$127,600.00 6 days ago

Operations Manager (Bilingual Mandarin & English)

Chicago, IL $60,000.00-$120,000.00 1 month ago

Manager, Headcount Planning & Operations

Chicago, IL $102,890.67-$139,637.34 1 month ago

Analysis & Consulting - Business Analyst - Expert

Oak Park, IL $50,000.00-$60,000.00 1 week ago

Chicago, IL $132,288.00-$191,082.67 1 month ago

Chicago, IL $55,000.00-$70,000.00 1 day ago

Chicago, IL $83,000.00-$102,000.00 1 week ago

Operations Manager - LIFE SCIENCES - P2315-NH2915

Bolingbrook, IL $80,000.00-$125,000.00 2 weeks ago

Chicago, IL $50,000.00-$80,000.00 3 months ago

Chicago, IL $55,000.00-$60,000.00 1 month ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.