Officer / AVP Portfolio Manager - Lake Forest

Wintrust Financial Lake Forest , IL 60045

Posted 2 months ago

The Commercial Real Estate Banking segment of the Commercial Bank provides customized and comprehensive solutions to create value and help meet the strategic priorities and evolving needs of our real estate clients and prospects - which include best-in-class national/regional developers, investors, REITS and funds. Commercial Real Estate is seeking a Relationship Manager who will learn the business trade and our relationships, connect client priorities to solutions across the Commercial Bank and delight our clients. The ideal candidate is self-motivated and can multi-task across job functions, various client needs and competing bank priorities. This person will report to a Commercial Real Estate Division Manager and Team Lead.

This person will manage a portfolio of commercial real estate credit relationships - including gathering, analyzing and underwriting all asset, business and personal financial data collected for the purpose of issuing, extending, amending, reviewing, monitoring and testing a commercial real estate credit facilities. The Employee is expected to liaise between all parties to ensure timely and efficient execution that meets the expectations of the Borrowers, Lenders, and Administration Team. Additionally, the Employee is responsible for expanding their relationships by cross-selling the Banks products and services when appropriate.

Employee is specifically responsible for:

  • Managing credit relationships;

  • Underwriting real estate commercial credit requests;

  • Preparing Credit Approval Presentations ("CAPs");

  • Renewing timely and accurately risk rating the loans in their portfolio;

  • Supporting due diligence and loan documentation efforts;

  • Assisting with loan monitoring and testing requirements;

  • Developing their relationship management, credit analysis and credit administration skills

  • BS/BA in Finance/Business/Accounting or equivalent experience

  • 3 years work experience in a financial institution with a focus on commercial real estate credit analysis or underwriting. Relationship management experience is a plus, but not required.

  • Excellent oral and written communication skills

  • Strong analytical, organizational and time management skills

  • Strong computer skills with proficiency in Excel, Word and Power Point.

  • Employee is expected to gain a basic knowledge of commercial loan documentation; market and industry risks; and regulatory requirements.

Wintrust Financial Corporation (Wintrust) is a financial services company based in Rosemont, Illinois, with approximately $34 billion in assets. We engage in the business of providing traditional community banking services, commercial banking, wealth management services, commercial insurance premium financing, life insurance premium financing, mortgage origination, short-term accounts receivable financing, and certain administrative services, such as data processing of payrolls, billing and treasury management services. We provide community-oriented, personal and commercial banking services to customers located in the greater Chicago, Illinois and southern Wisconsin areas through our 15 wholly-owned banking subsidiaries.

We provide an engaging, dynamic work environment, an excellent compensation package including 401k, employee stock purchase plan, medical/dental, life insurance and more!

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, ethnicity, gender, sexual orientation, gender identity, national origin, veteran status, or disability.

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Officer / AVP Portfolio Manager - Lake Forest

Wintrust Financial