Senior Portfolio Manager - CRE
Posted 3 months ago Expired
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Manage and underwrite commercial real estate credit approvals for new and existing clients, independently analyzing financial information to determine risk. Proactively ensure covenant compliance and participate in client meetings.
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
Requirements
- 5+ years’ commercial real estate/credit experience
- Working knowledge of banking environment, products and all supporting processes and technology
- Strong understanding of general credit and risk principles, and banking policies/procedures
- Proficiency in MS Office: Excel, Word, PowerPoint, and financial forecast models
- Strong analytical and organizational skills
- Strong interpersonal skills with a proven ability establishing client relationships and working within a team environment
Qualifications
- Bachelor’s degree (Business, Finance, Accounting or Economics preferred)
- 5+ years’ commercial real estate/credit experience
Nice to Have
- Formal Bank credit training
Skills
* Required skills
Benefits
About Wintrust Financial Corporation
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 co...