Wintrust Financial Corporation

Business Development Rep

• Originate large ticket equipment finance/lease transactions through direct prospecting efforts.
• Assist in managing the customer relationship from initial contact, transaction award, credit underwriting and funding.
• Make daily outbound cold calls for new clients and manage existing relationships with middle market companies.
• Conduct industry, business, and collateral research.
• Utilize WCF’s existing CRM platform to build and maintain a detailed and organized database.
• Visit with prospective clients and existing clients on an as needed basis.
• Coordinate with our marketing team to execute database marketing initiatives to generate new business opportunities.
• Work closely with Vice President, Direct Originations to analyze, price and structure transactions.
• Help in the preparation of investment presentations with recommendations that exhibit thoughtful and well-reasoned decisions.
• Actively participate in training and adhere to established WCF policies and procedures.

VP, New Business Development