Analyst Operations

Wintrust Financial Corporation • Frisco, TX

3d • $50,000 - $65,000 • Hybrid

About The Position

Wintrust Asset Finance is an equipment-focused financing group that offers sophisticated loan and lease products to commercial companies throughout the country in a wide range of industries, including transportation, construction, manufacturing, energy services, aviation, and turn-key property, plant, and equipment, among others. Wintrust Asset Finance is an affiliate of Wintrust, a financial services company with more than $66 billion in assets.

Requirements

• 1-3 years of experience
• Bachelor's Degree

Nice To Haves

• Prior equipment finance operations or documentation experience preferred

Responsibilities

• Review of lease and loan documentation including preparation of booking forms as well as accurate booking into portfolio systems.
• Prepare funds transfer requests and facilitate the prompt, efficient, and accurate funding of new business including compliance with OFAC.
• Responsible for maintenance of loan and lease documentation and scanning of documents into records management systems.
• Deliver best in class customer support to both internal and external customers.
• Ensure compliance with departmental policies and procedures.
• Processes funding, booking, cash application, modifications, customer service for new and existing equipment finance transactions.
• Assists with operations projects as assigned including UCC, sales/use/property tax, and titles.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level