Senior Portfolio Manager, Commercial Real Estate jobs in United States
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Wintrust Financial Corporation · 5 months ago

Senior Portfolio Manager, Commercial Real Estate

Wintrust Financial Corporation provides community and commercial banking, specialty finance and wealth management services. The Senior Portfolio Manager, CRE will assist and manage a portfolio of commercial real estate credits/relationships, providing financial analysis and risk assessment to support lending decisions.

Financial ServicesWealth Management
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H1B Sponsor Likelynote

Responsibilities

Provide accurate financial analysis, profitability, and risk assessment to make lending decisions on new, renewal and extension loans for the following asset types: multifamily, office, medical office, industrial, retail, and self-storage
Create comprehensive, detailed, and thoughtful opportunity memos and full credit approvals for new business clients which will include client and sponsors’ background, history, market experience and global real estate portfolio
Independently analyze credit and financial information of property and individuals to determine the degree of risk associated with the extension of credit
Oversee documentation and ongoing monitoring of asset and client performance
Work with relationship managers and loan administration to facilitate loan closings, modifications, and renewals
Proactively manage covenant compliance testing for existing clients and new clients on an ongoing basis
Review and process construction draws in conjunction with the construction loan administration department, title company and borrower
Work with external and internal business partners on review of deal related legal documents
Develop a working knowledge of credit/loan policy for credit requests and exceptions
Review credit approval memorandums and attorney-prepared loan documents for new and renewed loans to ensure compliance and adherence to the loan approval guidelines
Interact with lending staff, deal teams and clients in a welcoming and professional manner

Qualification

Commercial real estate creditPortfolio managementFinancial analysisCash flow modelingRisk assessmentBusiness writingAccounting knowledgeFinance knowledgeReal estate fundamentalsInterpersonal skills

Required

Strong understanding of general credit and risk principles, and banking policies/procedures
Minimum 5 years' commercial real estate credit, portfolio management and/or commercial lending experience
Strong analytical and business writing skills
Experience with cash flow modeling, lease abstracting and financial statement analysis
Good interpersonal skills with internal partners, counsel, clients and senior management
Accounting and finance knowledge, as well as knowledge of real estate fundamentals and concepts

Preferred

Bachelor's degree (Business, Finance, Accounting or Economics preferred)
Formal bank credit training is preferred

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

Company

Wintrust Financial Corporation

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Wintrust Financial Corporation delivers sophisticated financial capabilities with a community bank personality across its businesses in banking, specialty finance, and wealth management.

H1B Sponsorship

Wintrust Financial Corporation has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (26)
2024 (15)
2023 (19)
2022 (27)
2021 (10)
2020 (7)

Funding

Current Stage
Public Company
Total Funding
$683M
Key Investors
CIVC Partners
2025-05-08Post Ipo Equity· $425M
2022-06-07Post Ipo Equity· $258M
2020-05-05IPO

Leadership Team

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Timothy Crane
President and Chief Executive Officer
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Company data provided by crunchbase