Portfolio Manager I
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About The Position
The Portfolio Manager - Insurance Agency Lending is responsible for managing and monitoring a portfolio of Commercial Middle Market credit relationships in the insurance brokerage industry. In this entry-level role, you will work closely with Relationship Managers (RMs) to support underwriting, credit analysis, and the ongoing oversight of client portfolios. This includes preparing credit requests for new loans, renewals, and modifications, as well as conducting financial analysis and ensuring adherence to Wintrust's Credit Policy. This role is ideal for early-career professionals looking to build a foundation in commercial credit. Industry-specific training will be provided, including access to the Wintrust Credit Academy.
