Wintrust Financial Corporation · 2 weeks ago
Senior Closing Consultant, Franchise Finance
Wintrust Financial Corporation provides community and commercial banking, specialty finance and wealth management services. They are seeking a Senior Closing Consultant to coordinate and lead the closing process, ensuring compliance with loan approval and bank closing procedures.
Financial ServicesWealth Management
Responsibilities
Coordinate, schedule and lead closing conferences and closing process with Deal Team (Borrowers, respective counsel and WFF) in order to achieve certainty and timeliness of closing
Process including but not limited to reviewing credit approval memorandum, create closing checklist, compiling both internal and external closing deliverable items, decisioning adequacy of receivables (e.g. liability insurance, flood insurance, asset listings, lease and franchise agreement review)
Circulate all information and escalate exceptions to the deal team to ensure Borrower and deal team anticipated funding dates are met
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
On syndicated transaction, coordinate with Capital Markets and Deal Team for timely approval and receipt of closing deliverables. Co-ordinate with Finance if SWAP is involved; insure proper documentation to effect SWAP is completed
Prepare the Settlement Statement and coordinate, as applicable, with the outside title company; collect all third-party invoices for closing; follow for internal/external payoff letter required; calculate loan fees; confirm deposit to be applied to fees or returned to Borrower
Prepare and review closing disbursement documents to make sure all figures are accurate and co-ordinate any syndicated loans with external and/or internal participants
Co-ordinate the receipt of the participant's approvals and signed docs with Loan Ops for timely receipt of funds at closing. If the loan is a SWAP transaction, check for documentation
Comply with all bank policies and procedures as well as applicable state and federal regulations and complete all required compliance training in a timely manner
Performs other duties as required
Qualification
Required
Bachelor's degree or higher or equivalent work experience
5-10 years of Franchise Loan Closing experience
Must be comfortable leading closing calls with other professionals, asking questions and articulating potential problems and propose solutions to closing team, bank senior management and legal counsel
Exceptional verbal and written communications skills
Strong problem solving and critical thinking skills
Excellent organizational skills with the ability to proactively manage and prioritize workflow
Strong client service skills
Proficiency using Microsoft Office software products
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
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 CompanyTotal Funding
$683MKey Investors
CIVC Partners
2025-05-08Post Ipo Equity· $425M
2022-06-07Post Ipo Equity· $258M
2020-05-05IPO
Recent News
2026-01-22
2026-01-21
Company data provided by crunchbase