Wintrust Financial Corporation

Financial Planning and Analysis

• Develop and maintain a portfolio of alternative asset management clients with an emphasis on fund finance
• Negotiate proper loan structure
• Effectively cross sell products by assessing and meeting client’s business and personal needs
• Keep properly documented files and manage renewals and collection efforts on past dues and defaulted loans
• Sustain comprehensive understanding of current commercial products offered in the market and keeps informed of all relevant industry trends and practices
• Build and nurture a professional network of COI’s and referral sources
• Maintain a stable network of prospective customers with a consistent approach to calling
• Mentor junior team members

Managing Director, Financial Markets and Funds Group

Account Manager

• Increase the Bank’s profitability by cultivating new commercial business relationships
• Maintain and develop existing portfolio by assessing and meeting client’s business and personal needs; negotiate proper loan structure and effectively cross sell products
• Maintain properly documented files and manage renewals and collection efforts on past dues and defaulted loans
• Maintain comprehensive understanding of current commercial products offered in the market and keeps informed of all relevant industry trends and practices
• Take ownership of credit sheet content and quality by working closely with credit analysts on their successful and timely completion
• Work closely with internal partners to generate internal referrals as wells as developing an external network of centers of influence
• Responsible for understanding the impact of lending on the bank’s CRA goals

Senior Relationship Manager II, Business Banking

Vice President

• Increase the Bank’s profitability by cultivating new commercial business relationships
• Nurture existing client relationships by assessing and meeting client’s business and personal needs
• Negotiate proper loan structure and effectively cross sell products
• Maintain properly documented files and manage renewals and collection efforts on past dues and defaulted loans
• Sustain comprehensive understanding of current commercial products offered in the market and keep informed of all relevant industry trends and practices
• Build and maintain a professional network of COI’s and referral sources to facilitate new business development opportunities
• Maintain a stable network of prospective customers with consistent approach to calling

Managing Director, Financial Markets and Funds Group

Senior Relationship Manager II, Business Banking

Senior Commercial Banker, VP / SVP