Wintrust Financial Corporation · 14 hours ago
Loan Analyst I
Wintrust Financial Corporation is the largest life insurance premium finance company in the country, providing customized financing solutions to qualified borrowers. The Loan Analyst I will perform aspects of the loan process for their assigned relationship-based book of business, focusing on building relationships and managing loan processing tasks.
Financial ServicesWealth Management
Responsibilities
Maintain a "customer is first" environment to meet or exceed expectations and needs
Protect the Bank's assets and maintain quality of the portfolio by adhering to lending policies and procedures
Ensure that credit decisions and recommendations are made in accordance with credit principals and in compliance with policies
Oversee documentations and ongoing monitoring of assets and client portfolio
Preparing and issuing loan packages and credit correspondence
Follow-up with brokers/clients to ensure that requirements needed for renewals and reviews are collected and delivered on a timely basis
Increase existing client business by identifying cross-selling opportunities in lending and deposits
Coordinate with Credit Officers, Portfolio Management and Legal Counsel to approve premium finance loans
Manage and monitor defaulted loans by assisting brokers/clients to meet their client's unique circumstances and requests
Oversee all phases of loan processing, including exposure model generation, legal document preparation, funding, collateral management and default/liquidation
Compile in depth credit recommendation summaries through the analysis of tax returns, financial statements, brokerage accounts, and credit reports
Performs other duties and responsibilities as assigned by management
Qualification
Required
0 – 3 years of financial services or insurance industry experience, preferred
Bachelor's degree required (Finance, Insurance, Business preferred)
Knowledge of standard business practices and working in team environment
Detail oriented with strong analytical skills
Strong communication skills and work ethic
Ability to work independently and prioritize in a fast-paced environment
Self-starter with the ability to work with minimal supervision
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
2026-01-03
The Magnificent Mile Association
2025-11-11
Company data provided by crunchbase