Portfolio Analyst
Portfolio Analyst
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$ 42000 - 50000
1 Vacancy
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-officeservice 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
Youll 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.
Position Overview:
We are looking for a Portfolio Analyst to join our team in Menomonee Falls WI. The Portfolio Analyst will monitor analyze and protect Tricoms portfolio of receivable collateral by managing and assisting in the collection of our staffing clients accounts receivables; while maximizing the accounts receivable performance minimize and prevent delinquencies and bad debt write-offs.
What Youll Do:
- 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 $42000-$50000 along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors such as a candidates qualifications skills and experience.
#LI-Onsite
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.
Required Experience:
IC
Employment Type
Full-Time
