Franchise Finance Portfolio Manager II

Wintrust Financial Corporation; Rosemont (IL); Sur place; USD 85 000 - 110 000; Plein temps

Avantages offerts par ce poste

Medical Insurance

Dental

Vision

Life insurance

Disability Insurance

Parental Leave

Employee Assistance Program (EAP)

401(k) with company match

Flexible Spending Account (FSA)

Employee Stock Purchase Plan at 5%

Critical Illness Insurance

Accident Insurance

Transportation and Commuting Benefits

Banking Benefits

Pet Insurance Compensation

Résumé du poste

Wintrust Financial Corporation seeks a Portfolio Manager II to support the Franchise Finance Group by underwriting credit requests and preparing financial summaries for approval. You will analyze financial data, monitor covenants, and assist in loan closures while coordinating with deal teams and risk/compliance groups.

The role requires a finance/accounting background, strong analytical skills, and the ability to build lasting client relationships.

Qualifications

• Bachelor’s degree in finance, accounting, or related area of study.
• Strong analytical and financial modeling ability.
• Excellent communication and client service skills.

Responsabilités

• Underwrite credit requests and prepare summaries for approval.
• Collect, spread, analyze, and maintain financial statements.
• Support loan documentation, due diligence, and closing efforts.
• Participate in opportunity assessment and borrower reviews.
• Maintain timely risk ratings and monitor covenants.

Connaissances

Credit analysis

Financial modeling

Risk management

Client service

Communication (oral & written)

Excel modeling

Relationship building

Formation

Bachelor’s degree in finance, accounting, or related area of study

Description du poste

Wintrust Financial Corporation seeks a Portfolio Manager II to support the Franchise Finance Group by underwriting credit requests and preparing financial summaries for approval. You will analyze financial data, monitor covenants, and assist in loan closures while coordinating with deal teams and risk/compliance groups.

The role requires a finance/accounting background, strong analytical skills, and the ability to build lasting client relationships.