Portfolio Manager Team Lead, Commercial Banking

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.

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 annual discretionary 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

• Promote from within culture

The Portfolio Manager Team Lead Commercial Banking manages the administration of a sizable commercial banking portfolio and supports commercial banking teams in new business initiatives accomplishing these objectives through the supervision of a team of Portfolio Managers and Credit Analysts with varying experience levels. The typical portfolio will consist of all types of commercial loans including lines of credit term notes and commercial mortgages with an aggregate portfolio balance of $500MM plus.

What Youll Do

• Primary responsibilities include assignment management and prioritization of ongoing workflow mentoring Portfolio Managers and Credit Analysts by auditing work products and providing feedback while contributing to the organizational development of employees through 1:1 interactions active career planning and mentorship and delivery of timely and accurate feedback

• Serve as the liaison with assigned commercial banking teams assuring new business activities are prioritized while portfolio management responsibilities (renewals annual reviews covenant testing reporting exceptions documentation exceptions etc.) are managed in accordance with bank policies

• Directly manage a small portfolio of the most complex and important accounts. Direct portfolio management responsibilities include gathering analyzing and testing all business and personal financial data collected for the purpose of monitoring the loan relationship while performing portfolio management tasks including the underwriting of annual reviews and renewals completing covenant testing verifications managing reporting and documentation exceptions and ensuring the loan portfolio is accurately risk rated

• Review credit approval presentations of the Portfolio Managers and Credit Analysts focusing on the accuracy of the data and analysis ensuring all risks are identified and mitigated and ensuring a structure is in place to appropriately govern the credit based on the risk profile

• Provide a layer of quality control in the underwriting process by reviewing work and providing feedback to Portfolio Managers and Credit Analysts to ensure underwriting documents are comprehensive and accurate prior to review by their supervisor

• Primary point of contact between commercial credit and the lending teams in managing new business pipelines and portfolio management activities. Serve as a credible challenge to the lending teams to ensure lending relationships are structured within the banks risk tolerance and all portfolio management expectations are met

Qualifications

• Bachelors degree in business finance or accounting; Masters degree preferred

• Formal credit training from a respected bank with a strong understanding of general credit and risk principles mitigates and banking policies/procedures

• 10 years financial services experience with a working knowledge of the banking environment products and all supporting processes and technology; commercial credit experience highly preferred

• Prior experience managing a team preferred but not required

• Excellent verbal and written communications skills

• Strong analytical organizational and time management skills

• Proven ability to manage tasks in a timely and efficient manner

• Strong interpersonal skills with a proven ability establishing client relationships and working within a team environment

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 $117000 - $175000 along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors such as a candidates qualifications skills and experience.

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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.