Portfolio Manager II / Underwriter - Business Banking jobs in United States
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Wintrust Financial Corporation · 1 week ago

Portfolio Manager II / Underwriter - Business Banking

Wintrust Financial Corporation is a $66 billion financial institution providing community and commercial banking services. They are seeking a Portfolio Manager II / Underwriter - Business Banking who will underwrite credit approvals and analyze financial information to manage risk for existing and new clients.

Financial ServicesWealth Management
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H1B Sponsor Likelynote

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
Maintenance of Annual Review form for multi-year CRE borrowing facilities for existing clients
Effective communication with Credit and Commercial Real Estate Banking Officers

Qualification

Commercial real estate experienceCredit analysisBank credit trainingMS Office proficiencyAnalytical skillsInterpersonal skillsOrganizational skills

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

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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