Community Advantage Portfolio Administrator

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 11 years) and Employee Recommended award by the Globe & Mail (past 6 years)

• Competitive pay and annual discretionary 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

• Promote from within culture

The Community Advantage Portfolio Administrator is an integral part of Wintrust’s Community Advantage Team, which provides financial services to condominium, townhome, and homeowner associations in the Midwest and Mid-Atlantic United States. In this role, you will initiate collaboration across multiple teams to effectively interpret loan documentation for accurate processing of new deals. The ideal candidate is organized, detail oriented, dependable and a self-start who will provide exceptional customer service by taking ownership of the customer experience.

What You’ll Do

• Perform day-to-day functions of onboarding new clients and portfolio management

• Collaborate with credit, support, and lending team on deal structure, supporting documentation, and to obtain additional items needed to prepare documents

• Execute exemplary portfolio management by:

  • Maintaining appropriate risk rating on all credits at all times

  • Managing new account funding pipeline

  • Analyze current relationships and identify growth opportunities

  • Limit documentation and reporting tickler exceptions to a minimum

  • Maintaining covenant tracking without missing testing dates

• Call on potential or existing customers and COIs to develop new business or service to increase existing portfolio and expand client relationships

• Identify and recommend process enhancements to improve accuracy, efficiency, and scalability within the workflows, working closely with internal teams and client to implement best practices

• Serve as a resource within the dedicated team, providing back up support, assisting with client needs and driving cross functional projects

• Create and maintain comprehensive documentation for processes becoming a subject matter expert for the Community Advantage team

• Participate in bank events during and after-hours including COI mixers, internal bank get-togethers and events hosted on bank premises

• Responsible for understanding the impact of lending on the Bank’s CRA goals

Qualifications

• Bachelor’s degree in business administration, finance, accounting, or related field preferred

• Minimum 3-5 years’ banking experience with a combination of credit and portfolio servicing responsibilities within the commercial or business banking space

• Knowledge and understanding of various loan documents, banking processing standards, best practices, and audit control procedures

• Excellent verbal and written communications skills

• Strong analytical and organizational skills with the ability to proactively manage and prioritize workflow

• Proficient in Microsoft Office along with the technical ability to master other proprietary banking systems; experience with Salesforce and/or nCino is a plus

• Strong interpersonal skills with a proven ability establishing client relationships and working within a team