Credit Analyst - Agent Finance
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Overview
Job Description
Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol "WTFC."
What You'll Do :
- Support Monthly Annual Reviews/ACH Reviews - Loans >$1MM and all NM loans
- Assist TM with setups and coordinate activities with RM
- Monthly reconciliation of Balancing and TPP payments
- Winclas/Windues monthly updates
- New Money Reporting for Pipeline: Track and Gather data for each closing cycle.
- Monitor and report LOC utilization with Autodraw
- Report Monthly Agent Finance Trends
- Agency mapping of portfolio with Customer Keys
- Create Estimated TPP Report, freeze lines and follow up with agents
- Complete Paid loan report monthly
- Build CARs for risk rating upgrades, downgrades, charge offs
- Memos/CAPs for PLMs, settlement, and restructure of Problem loans
- Following up with past due payments
- Send weekly collateral exception report
- Assist in Audit/Legal gathering documents
- Upload docs to ImageCentre
- Special Projects
Special Skills
- Expert in Excel (Pivots, Vlookup, IF statements, conditional formatting, etc.)
- Data Analytics/Reporting
- Attentional to detail
- Critical thinking
- Strong work ethic
Qualifications
- Bachelor's degree minimum
- Finance, Accounting or Economics experience preferred
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
Compensation:
The estimated annual salary range for this role is $59,000 - $77,000 along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills, and experience.
From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
