Wintrust Financial Corporation · 1 day ago
Portfolio Manager, Commercial Real Estate
Greater Chicago Area
Full-time
Onsite
Mid Level
$71K/yr - $110K/yr
3+ years expWintrust Financial Corporation is a $66 billion financial institution based in Rosemont, Illinois, providing community and commercial banking, specialty finance, and wealth management services. They are seeking a Portfolio Manager in their Commercial Real Estate Banking segment to underwrite credit approvals, analyze financial information, and manage client relationships effectively.
Financial ServicesWealth Management
Responsibilities
Underwrite existing portfolio credit approvals for renewals and other Credit requests pertaining to existing clients
Underwrite opportunity memos and full credit approvals for new business clients
Independently analyze credit and financial information of property and individuals to determine the degree of risk associated with the extension of credit
Proactively manage covenant compliance testing for existing clients and new clients on an ongoing basis
Develop a working knowledge of credit/loan policy for credit requests and exceptions
Perform collateral analysis of current and prospective customers
Actively participate in existing client and potential new client meetings/site visits with banking team
Handle various aspects of a customer relationship except negotiations pertaining to pricing and loan structuring
Maintenance of Annual Review form for multi-year CRE borrowing facilities for existing clients
Work with external and internal business partners on review of deal related legal documents
Ongoing monitoring, tracking, and management of the reporting requirement and loan documentation exception process
Effective communication with Credit and Commercial Real Estate Banking Officers
Qualification
Required
3+ years' commercial real estate/credit experience, with a working knowledge of banking environment, products and all supporting processes and technology
Formal Bank credit training is preferred, with a strong understanding of general credit and risk principles, and banking policies/procedures
Bachelor's degree (Business, Finance, Accounting or Economics preferred)
Proficiency in MS Office: Excel, Word, PowerPoint, and financial forecast models
Strong analytical and organizational skills with the ability to proactively manage and prioritize workflow
Strong interpersonal skills with a proven ability establishing client relationships and working within a team environment
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.
5001-10000 employees
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
Leadership Team
Timothy Crane
President and Chief Executive Officer
Recent News
2026-01-03
The Magnificent Mile Association
2025-11-11
Company data provided by crunchbase