Credit Covenant & Reporting Specialist

Wintrust Financial Corporation; Chicago (IL); Hybrid; USD 42,000 - 55,000; Full time

Benefits offered by this job

Medical Insurance

Dental

Vision

Life Insurance

401(k) with company match

Tuition Reimbursement

Parental Leave

Employee Assistance Program (EAP)

Job summary

Wintrust Financial Corporation is seeking a Credit Services Specialist in Rosemont, IL for a full-time role supporting commercial lending. You will process financial reporting and covenant tracking requests, and upload credit documents to the bank's digital file system for portfolio review.

High school is required; an Associate or Bachelor’s degree is a plus. You’ll interact with lines of business to obtain missing information and ensure proper approvals for covenant waivers and modifications.

Qualifications

• 1–3 years' general banking experience preferred; commercial lending and loan documentation experience a plus.
• Experience with covenant tracking and document imaging applications is a plus.
• Ability to perform duties with a high degree of accuracy and attention to detail per procedures.

Responsibilities

• Process financial reporting and covenant tracking requests from commercial lending teams into the Bank's monitoring system.
• Upload credit file documents to the Bank's digital file system for loan portfolios.
• Update covenant tracking system per line of business requests and manage entity maintenance.

Skills

General banking experience

Commercial lending experience

Loan documentation experience

Education

High school degree

Associate's degree

Bachelor's degree

Tools

ImageCentre/FCM

nCino/Document Manager

Moody's CreditLens

Job description

Wintrust Financial Corporation is seeking a Credit Services Specialist in Rosemont, IL for a full-time role supporting commercial lending. You will process financial reporting and covenant tracking requests, and upload credit documents to the bank's digital file system for portfolio review.

High school is required; an Associate or Bachelor’s degree is a plus. You’ll interact with lines of business to obtain missing information and ensure proper approvals for covenant waivers and modifications.