Wintrust Financial Corporation · 4 hours ago
Credit Services Specialist
Rosemont, IL
Full-time
Hybrid
Entry Level
$42K/yr - $55K/yr
1+ years expWintrust Financial Corporation is a $66 billion financial institution based in Rosemont, Illinois, providing community and commercial banking services. The Credit Services Specialist will be responsible for processing financial reporting and covenant tracking requests from commercial lending teams, ensuring accurate documentation and providing client support.
Financial ServicesWealth Management
Responsibilities
Responsible for processing financial reporting and covenant tracking requests from the commercial lending teams into the Bank’s monitoring system
Upload credit file documents to the Bank’s digital file system for Wintrust affiliate bank commercial loan portfolios
Update the reporting and financial covenant tracking system per line of business (LOB) requests to include both covenant/tracking requirement updates and entity maintenance
Verify appropriate documentation for updates/maintenance and ensure receipt of appropriate approvals for covenant waivers and modifications
Interact with LOB to obtain missing or incomplete information
Upload documents to the digital file system as requested by the LOB to include verification of document type
Adhere to strict naming conventions and classification guidelines
Provide client support for assigned charters
Respond to and troubleshoot internal inquiries and issues
Assist in special projects as needed
Qualification
Required
1-3 years' experience general banking experience required
High school degree required
Ability to perform duties with a high degree of accuracy and attention to detail in accordance with established procedures
Preferred
commercial lending and loan documentation experience a plus
Associate's or Bachelor's degree a plus
Experience with covenant tracking and document imaging applications is a plus
Experience with ImageCentre/FCM, nCino/Document Manager or Moody's CreditLens is a plus
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
2026-01-21
legacy.thefly.com
2026-01-21
2026-01-03
Company data provided by crunchbase