Closing Coordinator

Wintrust Financial Corp. Rosemont , IL 60018

Posted 1 week ago

Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank subsidiaries with over 170 banking locations in the greater Chicago and southern Wisconsin market areas. Additionally, Wintrust operates various non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services and qualified intermediary services for tax-deferred exchanges.

Why become a part of this new group?

Wintrust is establishing a new operating model to balance business objectives, compliance/regulatory risk and credit risk in the small business segment. This change will free up bankers to be more productive to support growth and relationship expansion, while positioning the banks to be more competitive within the market, including reducing the time to closing. We will conduct all activities in the "Wintrust Way" ensuring that the customer experience remains the focus of our efforts. The Closing Coordinator role has a unique opportunity to transition activities from other Wintrust colleagues as the new group is established. This will be a collaborative, nimble team focused on transforming the way Wintrust supports the credit needs of smaller enterprises across the charter footprints. We are seeking a motivated, flexible team member who is able to take on new challenges and contribute to the success of an entirely new endeavor for the organization.

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 discretionary or incentive 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

Why join this team?

  • Great opportunity to work in a small business lending segment

  • Opportunity to create value by providing your innovative ideas

  • You come to join focused, highly collaborative team at a great company

Why become a part of this new group?

Wintrust is establishing a new operating model to balance business objectives, compliance/regulatory risk and credit risk in the small business segment. This change will free up bankers to be more productive to support growth and relationship expansion, while positioning the banks to be more competitive within the market, including reducing the time to closing. We will conduct all activities in the "Wintrust Way" ensuring that the customer experience remains the focus of our efforts. The Closing Coordinator role has a unique opportunity to transition activities from other Wintrust colleagues as the new group is established. This will be a collaborative, nimble team focused on transforming the way Wintrust supports the credit needs of smaller enterprises across the charter footprints. We are seeking a motivated, flexible team member who is able to take on new challenges and contribute to the success of an entirely new endeavor for the organization.

Position Summary

Newly created position as part of a centralized team supporting the credit processing activities for the Wintrust small business loan products.

What You'll Do

  • Pre-closing file review - quality check and conditional closing requirements, including detailed collateral where applicable

  • Drafting of approval letter and DocuSign envelope setup for closing

  • Coordination of closing and funding requirements with originating Banker

  • Coordination of booking & funding with Loan Operations

  • Maintenance of opportunity in Salesforce CRM

  • use of automated processing system, Wintrust Digital Lending, for completing daily tasks and responsibilities.

  • ensuring file compliance and completions according to regulations, policies, and procedures.

Qualifications

  • Bachelor's degree in Finance or related field preferred

  • At least 2-4 years of related experience

  • Excellent analytical and problem-solving skills

  • Excellent organizational skills, attention to detail and ability to work in a fast paced 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

#LI-ONSITE

#LI-VB1

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 be Chicago's Bank and Wisconsin's Bank, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. 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, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.


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