Portfolio Manager II, Franchise Finance
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Job Location:
Rosemont, IL - USA
Monthly Salary:
$ 85000 - 110000
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
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.
Will consider remote position for qualified candidates
Why join us
An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 10 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
With 175 community bank locations we offer opportunities to grow and develop in your career
Promote from within culture
The Portfolio Manager supports the Franchise Finance Group by gathering analyzing and presenting business and personal financial data collected for the purpose of issuing amending extending renewing monitoring and testing commercial credit facilities in the franchise finance collaboration with internal and external deal team members the Employee will participate in all aspects of the Borrower relationship including initial screening underwriting and on-going portfolio management. The Employee is expected to liaise between all parties to ensure timely and efficient tracking and analysis that meets the expectations of the Borrowers Lenders and Administration Teams.
What Youll Do
Underwrite credit requests
Prepare review and present credit summaries for approval;
Collect spread analyze and maintain financial statements;
Support loan documentation due diligence and closing efforts;
Participate in opportunity assessment and prospecting process;
Prepare borrower brand and portfolio reviews;
Test and monitor financial covenants consistent with loan requirements;
Maintain timely and accurate risk ratings;
Train in negotiating loan documentation
Train in negotiating syndicated loans and communicating with loan syndicate
Comply with all bank policies and procedures as well as applicable state and federal regulations and complete all required compliance training in a timely manner
Performs other duties as required
Qualifications
Bachelors degree in finance accounting or related area of study
3 years of Franchise Finance Experience
Required Knowledge Skills and Abilities
Strong understanding of risk management and credit mitigants
Knowledge risk ratings analysis corporate finance and/or research
Strong analytical and financial modeling ability
Critical thinking skills
Strong client service skills
Strong organizational skills
Strong verbal and written communication skill
Strong relationship building skills
Proficiency using Microsoft Office software products including advanced Excel modeling skills
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 $85000 - $110000 along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors such as a candidates 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.
Required Experience:
Manager
Key Skills
- Business Development
- Restaurant Experience
- Sales Experience
- Design Controls
- HIPAA
- Management Experience
- Computer Literacy
- Next Generation Sequencing
- Smartsheet
- Guest Services
- Kickboxing
- Supervising Experience
About Company
Wintrust is a financial services company that provides exceptional customer service, while giving back to the things that matter most to our area.
