Client Support Professional

Wintrust is a financial holding company with approximately $62 billion in assets whose common stock is traded on the NASDAQ Global Select Market. Guided by its “Different Approach, Better Results” philosophy, Wintrust offers the sophisticated resources of a large bank while providing a community banking experience to each customer. Wintrust operates more than 200 retail banking locations through 16 community bank subsidiaries in the greater Chicago, southern Wisconsin, west Michigan, northwest Indiana, and southwest Florida market areas. In addition, Wintrust operates various non-bank business units, providing residential mortgage origination, wealth management, commercial and life insurance premium financing, short-term accounts receivable financing/outsourced administrative services to the temporary staffing services industry, and qualified intermediary services for tax-deferred exchanges. Our unique business model is a competitive strength and value driver, powered by our talented colleagues who put our customers first and achieve better results for our clients.

Why Join Us?

• An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 9 years) and Employee Recommended award by the Globe & Mail (past 6 years).

• Competitive pay and discretionary or incentive bonus eligible

• Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few.

• Family-friendly work hours.

• With 175+ community bank locations, we offer opportunities to grow and develop in your career.

• Promote from within culture.

Why join this team?

• We are a high performing, collaborative, and diverse team focused on growing the business by providing excellent service to clients.

• Our team is focused on growing and learning together.

What you'll do:

Village Bank & Trust is seeking a Client Support Professional who provides high touch support to commercial real estate clients focusing on treasury management services and commercial loan support. The candidate must be well organized and maintain acute diligence as the role will be responsible for financial transactions and procedures involving loans, accounts, wires, and ACH.

• Provide depository, treasury management and administrative support for the commercial real estate lenders and portfolio managers.

• Process daily customer requests such as account opening, balance inquiries, wire processing, ACH and transfers for accounts and loans. Troubleshoot and investigate customer issues as needed.

• Join Teams calls with new clients and existing clients to grow relationships.

• Look for cross sell and add on service opportunities (CD’s, Max Safe, Positive Pay, ACH, etc.) when speaking with customers. Refer those opportunities to the TM Sales Officer and Account Officer.

• Assist clients with basic online banking/treasury service support.

• Prioritize fraud notifications and coordinate action plan with client, Account Officer, TM Sales and CDO.

• Salesforce cases for treasury maintenance requests and wire agreement updates.

• Obtain appropriate approvals and process temporary ACH and Wire limit increases in time sensitive situations.

• Generate, review and address overdraft and past due reporting.

• Filter monthly reports reflecting expirations of pricing exceptions and discuss with relationships managers on whether waivers are needed.

• Support Relationship Managers by answering calls, preparing packages, data entry, tracking and submitting vendor invoices and gathering information to resolve issues or complete projects.

• Review and submit all loan documentation to clear loan documentation exceptions.

• Ensure all regulatory and compliance requirements are met.

• Work with senior CSP’s and senior loan closers to obtain appropriate supporting documents including title work, flood and OFAC searches, insurance, organizational documents, real estate collateral documentation and various due diligence items to verify compliance with loan approval and bank closing procedures.

• Review credit approval memorandum and attorney-prepared loan documents for new and renewed loans to ensure compliance and adherence to the loan approval guidelines.

• Assist in managing the loan closing pipeline and communicate timelines with internal loan operations department, lenders, title companies, and attorneys throughout the loan process.

• Coordinates the application of loan depo