Team Lead Portfolio Management, Specialized Lending

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.

The Team Lead Portfolio Manager Specialized Lending is responsible for overseeing the credit process and portfolio administration of a $500MM to $1B specialized commercial loan portfolio focused on the Insurance Distribution segment.

What Youll Do:

• Responsible for the management and administration of a specialized commercial loan portfolio; including the credit processes from opportunity memo structuring credit presentation and approval through loan funding; including monitoring of covenants and exceptions

• Reviews and supports credit approvals prior to submission to senior credit officers and relevant Credit Committees; maintains approval authority to effectively administer the portfolio

• Performs direct supervisory duties of the portfolio management staff and coordinates the coverage in all related areas of the assigned specialty segment

• Ensures the Portfolio Manager team is delivering exceptional client service and working with Bankers collaboratively to proactively address client needs and monitor credit risk in adherence with Wintrust Credit policy

• Trains mentors and develops Portfolio Managers Analysts and other junior members of the team. Helps drive and support innovation and continuous improvements in efficiency

• Ensures processes are followed and teams are following Wintrusts underwriting standards templates policies and procedures

• Monitors portfolio to ensure risk ratings to clients and facilities are accurate and supported.

Qualifications:

• Bachelors degree in business administration finance accounting or related discipline

• Minimum 7 years commercial credit experience including experience in one of the following sectors: corporate banking middle market leveraged lending; agency lending experience preferred

• Prior leadership or management experience preferred but not required

• Thorough understanding of risk management and credit mitigants

• Knowledge risk ratings analysis corporate finance and/or research

• Strong analytical and financial modeling abilities

• Exceptional verbal and written communication skills

• Strong interpersonal skills with a proven ability establishing client relationships

• Proficiency using Microsoft Office products including advanced Excel modeling skills

• Familiarity with Moodys analytics

• Experience with nCino platform a plus

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-$158000 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.