Portfolio Manager II, Franchise Finance
Wintrust Financial Corporation
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $85,000 - $110,000 per year
Job Level
Mid-LevelSenior
About the role
- Underwrite credit requests
- Prepare, review and present credit summaries for approval
- Collect, spread, analyze, and maintain financial statements
- Support loan documentation, due diligence, and closing efforts
- Participate in opportunity assessment and prospecting process
- Prepare borrower, brand and portfolio reviews
- Test and monitor financial covenants consistent with loan requirements
- Maintain timely and accurate risk ratings
- Train in negotiating loan documentation
- Train in negotiating syndicated loans and communicating with loan syndicate
- Comply with all bank policies and procedures and applicable state and federal regulations
Requirements
- Bachelor’s degree in finance, accounting, or related area of study
- 3 + years of Franchise Finance Experience Required
- Strong understanding of risk management and credit mitigants
- Knowledge risk ratings analysis, corporate finance and/or research
- Strong analytical and financial modeling ability
- Critical thinking skills
- Strong client service skills
- Strong organizational skills
- Strong verbal and written communication skill
- Strong relationship building skills
- Proficiency using Microsoft Office software products including advanced Excel modeling skills
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
credit underwritingfinancial statement analysisfinancial modelingrisk ratings analysiscorporate financeloan documentationdue diligencenegotiating syndicated loanscredit risk managementfinancial covenants
Soft skills
analytical skillscritical thinkingclient serviceorganizational skillsverbal communicationwritten communicationrelationship building