Team Lead Portfolio Management, CRE - Rosemont, IL

Wintrust•Rosemont, IL

2d•Onsite

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.” The Portfolio Manager Team Lead, Commercial Real Estate manages the administration of a portfolio consisting of CRE Middle Market client credit exposures across asset classes while managing and prioritizing the workflow of all Portfolio Managers and Credit Analysts within a Lending Division.

Requirements

Bachelor’s degree in business, finance, accounting or related field
Minimum 7 years’ commercial credit experience with a strong understanding of Commercial Real Estate risk management and credit mitigants
Knowledge of risk ratings analysis, corporate finance and/or research with strong analytical and financial modeling ability
Proficiency using Microsoft Office software products including advanced Excel modeling skills; familiarity with Moody’s analytics
Excellent verbal and written communication skills
Strong analytical, organizational and time management skills
Strong interpersonal skills with a proven ability establishing client relationships and working in a team environment

Nice To Haves

Master’s degree preferred
Prior experience managing a team preferred but not required

Responsibilities

Collaborate with Bankers and other business teams to meet client credit requests, in adherence to Wintrust Credit policy
Monitor portfolio to accurately assign risk ratings to clients and facilities, ensuring packages are complete, accurate and thoroughly documented
Train, mentor, and develop portfolio managers, analysts and other junior members of the team
Help drive and support innovation and continuous efficiency improvements
Remain current on all aspects of the credit relationship, including exposure, compliance, potential problems and opportunities, notifying Bankers of any issues and interacting with clients as required
Provide cohesive and comprehensive approach to review ratings, risk assessment, portfolios, clients, and industries in assigned sector
Prepare and present quarterly and annual risk reviews
Serve as a client point of contact and responsible for collection of required client reporting
Monitor existing client credit on a daily basis for issues or concerns and maintain updated credit research on portfolio