Commercial Construction Credit Portfolio Manager II

Wintrust Financial Corporation; California; Vor Ort; USD 85.000 - 110.000; Vollzeit

Benefits dieser Stelle

Medical Insurance

Dental

Vision

Life insurance

401(k) with company match

Tuition reimbursement

Parental Leave

Employee Assistance Program (EAP)

Zusammenfassung

Wintrust Financial Corporation in the United States seeks a Portfolio Manager II to support the Construction, Engineering and Architecture Commercial Banking team. You will analyze financial statements and underwrite commercial loans for a growing portfolio, serving as a client contact and coordinating with relationship managers.

The role requires 4+ years in financial services, strong credit knowledge, and proficiency in MS Office and forecasting tools.

Qualifikationen

• Bachelor's degree in business, finance, economics or accounting required.
• Minimum 4 years’ financial services industry experience with banking knowledge and credit background.
• Strong understanding of credit risk principles, policies and procedures.
• Proficiency with MS Office and financial forecasting tools.
• Excellent written and verbal communication skills and ability to work in a team.

Aufgaben

• Manage an assigned portfolio of commercial customers with the relationship manager.
• Structure and underwrite complex commercial loan transactions in your portfolio and for new business.
• Prepare credit packages for annual reviews, renewals, and new loan requests.
• Provide reporting support for portfolio management (delinquency, problem loans, etc.).
• Coordinate collection of financial statements, covenants, and other loan documents.

Kenntnisse

Financial analysis

Client relationship management

Communication skills

Attention to detail

Ausbildung

Bachelor's degree in business, finance, economics or accounting

Tools

MS Excel

MS Word

MS PowerPoint

Financial forecast models

Jobbeschreibung

Wintrust Financial Corporation in the United States seeks a Portfolio Manager II to support the Construction, Engineering and Architecture Commercial Banking team. You will analyze financial statements and underwrite commercial loans for a growing portfolio, serving as a client contact and coordinating with relationship managers.

The role requires 4+ years in financial services, strong credit knowledge, and proficiency in MS Office and forecasting tools.