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.

For Indeed users, please forward resume to: ADangerfield@wintrust.com


LI POST

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Director Strategy And Portfolio Management

Horizon Pharma

Posted 1 week ago

VIEW JOBS 7/8/2020 12:00:00 AM 2020-10-06T00:00 Working at Horizon is more than a job - it's personal. For us, success is measured by the numbers that matter most - the number of lives we touch, the number we change and those we work tirelessly to help save. We're a team of agile, out-of-the-box thinkers who are inspired to do more because we know we're a part of something bigger. We strive to build meaningful careers at a company whose values we share because when we live up to our potential, we help others live up to theirs. Position Summary: The Director, Strategy and Portfolio Management position will play a lead role in managing decision-making processes related to Horizon's drug development pipeline. This individual will define and oversee key analyses used to inform portfolio management decisions, and will work closely with cross-functional teams (e.g., R&D, technical operations, project management, etc.) to address strategic questions across the portfolio. The Director will also support the Executive Director and Chief Strategy Officer with enterprise strategy and special projects as needed. This role is a part of Horizon's Strategy and Business Development organization and will report to the Executive Director, Strategy and Portfolio Management. Responsibilities include: * Manage decision-making processes related to Horizon's drug development pipeline (e.g., overall program prioritization and individual stage-gate decisions) * Define and oversee key analyses and decision analytics used to inform portfolio management decisions (e.g., NPV modeling) * Synthesize cross-functional perspectives (e.g., Commercial Development, R&D, Technical Operations, etc.) to communicate to Horizon leadership and to enable portfolio decision-making * Lead the effort to prepare for Monthly and Bi-Annual Portfolio Reviews with the Executive Committee * Work with cross-functional team to frame, structure, and develop executive-level communication materials for the CEO, Executive Committee, and Board of Directors * Support Executive Director with enterprise strategy and special projects as needed * Manage a Senior Manager supporting the work described above Experience: * Bachelor Degree required; graduate degree preferred * Minimum 3 years post-graduate degree or 6 years post bachelor's degree * Background in strategy consulting, corporate strategy, or in related functions within the pharmaceutical or biotech industry * Some degree of experience working in (or consulting to) the pharmaceutical or biotech industry is preferred Qualifications: * Exceptional strategic acumen, problem-solving skills, analytical capabilities, and leadership ability * Ability to present to and interact with the Chief Strategy Officer and other members of the Executive Committee * Comfort with ambiguity and proven ability in solving strategic questions * Ability to work in a matrixed environment or on cross-functional teams * Ability to manage cross-functional projects and execute against deadlines * Self-starter and someone who takes full ownership over work product * Excellent communication skills both written and oral * Ability to convert complex concepts into simple and digestible materials * Comfort with and ability to understand the business implications of the "technical" aspects of the biopharmaceutical business model (e.g., scientific, clinical, regulatory) * Attention to detail and "zero defect" mindset * Proven ability to create and audit financial models in Microsoft Excel (e.g., NPV) * Experience in slide design and presentation delivery utilizing Microsoft PowerPoint Horizon Core Values & Competencies: Growth * Manages Ambiguity * Strategic Mindset * Demonstrates Self-awareness * Cultivates Innovation * Develops Talent Accountability * Drives Results * Ensures Accountability * Decision Quality Transparency * Courage * Collaboration * Instills Trust Horizon Therapeutics plc does not discriminate on the basis of race, color, religion, gender, sexual orientation, national origin, age, disability, veteran status, or any other characteristic protected by law. It is our intention that all qualified applications are given equal opportunity and that selection decisions be based on job-related factors. Any individual, who, because of a disability, needs accommodation or assistance in completing this application or at any time during the application process, should contact the Human Resources Department. Horizon Pharma Lake Forest IL

Officer / AVP Portfolio Manager - Lake Forest

Wintrust Financial