Portfolio Analyst

Wintrust Financial Corporation; Menomonee Falls (WI); On-site; USD 42,000 - 55,000; Full time

Benefits offered by this job

Medical Insurance

Dental

Vision

Life insurance

Disability Insurance

401(k) with company match

Flexible Spending Account

Employee Stock Purchase Plan

Job summary

Wintrust Financial Corporation seeks a Portfolio Analyst for TRICOM to monitor and optimize a portfolio of receivables. You will interact with staffing clients to collect outstanding amounts and minimize delinquencies, applying analysis to risk criteria and ensuring timely communication.

The role emphasizes independent work and organization in a dynamic environment with a focus on customer service and accuracy.

Qualifications

• 1-3 years Business-to-business accounts receivable collection and/or cash application experience preferred
• High school diploma or equivalent required
• General computer skills required

Responsibilities

• Monitor, analyze and protect the receivable collateral portfolio for TRICOM
• Manage collection activities and communications with staffing clients
• Educate and guide clients on accounts receivable management and risk criteria

Skills

Accounts receivable

Education

High school diploma or equivalent

Tools

General computer skills

Job description

Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol "WTFC."

TRICOM was founded in 1989 by a group of industry professionals who felt there was a better way to meet the payroll funding, payroll processing, accounts receivable finance and full back‑office service needs of the staffing industry. We are a dynamic company committed to growth and continually striving to exceed client expectations. If you are looking for a long‑term career opportunity with a very strong employee centric and close‑knit culture, then TRICOM is the place you want to be. Why join us? You’ll work with multiple departments within TRICOM on an on‑going basis, meeting amazing people along the way. We strive on teamwork to ensure we all are successful with our daily processes and tasks. Chances to learn and grow through new initiatives and multi‑tasking.

What You'll Do

The Portfolio Analyst will monitor, analyze and protect TRICOM's portfolio of receivable collateral by managing and assisting in the collection of our staffing client’s accounts receivables; while maximizing the accounts receivable performance, minimize and prevent delinquencies and bad debt write-offs. Timely, effective and professional client communication and customer Accounts Receivable collection activities using appropriate persuasion, negotiation, follow‑up and problem‑solving skills. Work independently with self‑motivation while demonstrating the ability to prioritize conflicting collection activities demands using excellent organizational and time‑management skills to accommodate rapidly changing priorities while meeting company customer service standards and one‑hour response time. Assist, educate and guide clients in effective accounts receivables management, trend analysis, collection techniques and Tricom expectations and protocol through appropriate analysis of risk criteria present in the assigned portfolio of accounts receivable.

Qualifications

1-3 years Business-to-business accounts receivable collection and/or cash application experience preferred High school diploma or equivalent required General computer skills required

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 annual salary range for this role is $42,000-$55,000, 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. Wintrust provides community and commercial banking, specialty finance and wealth management services, delivering the sophisticated solutions of a large bank through a relationship-focused approach built from our community banking roots. Wintrust may collect personal information from you in connection with the application process. Wintrust complies with the California Consumer Privacy Act of 2018, and its policy may be found here.