Credit Services Specialist
About The Position
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.”
Requirements
- 1-3 years’ experience general banking experience preferred, commercial lending and loan documentation experience a plus.
- High school degree required.
- Ability to perform duties with a high degree of accuracy and attention to detail in accordance with established procedures.
Nice To Haves
- Associate’s or Bachelor's degree a plus.
- Experience with covenant tracking and document imaging applications is a plus.
- Experience with ImageCentre/FCM, nCino/Document Manager or Moody’s CreditLens is a plus.
Responsibilities
- Responsible for processing financial reporting and covenant tracking requests from the commercial lending teams into the Bank’s monitoring system.
- Upload credit file documents to the Bank’s digital file system for Wintrust affiliate bank commercial loan portfolios.
- Update the reporting and financial covenant tracking system per line of business (LOB) requests to include both covenant/tracking requirement updates and entity maintenance.
- Verify appropriate documentation for updates/maintenance and ensure receipt of appropriate approvals for covenant waivers and modifications.
- Interact with LOB to obtain missing or incomplete information.
- Upload documents to the digital file system as requested by the LOB to include verification of document type.
- Adhere to strict naming conventions and classification guidelines.
- Provide client support for assigned charters.
- Respond to and troubleshoot internal inquiries and issues.
- Assist in special projects as needed.
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
