Portfolio Manager I (Finance)
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.”
Why join us?
An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 years) and Employee Recommended award by the Globe & Mail (past 6 years)
Competitive pay and annual discretionary bonus eligible
Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few
Family-friendly work hours
With 200+ community bank locations, we offer opportunities to grow and develop in your career
Promote from within culture
The Portfolio Manager – Insurance Agency Lending is responsible for managing and monitoring a portfolio of Commercial Middle Market credit relationships in the insurance brokerage industry. In this entry-level role, you will work closely with Relationship Managers (RMs) to support underwriting, credit analysis, and the ongoing oversight of client portfolios. This includes preparing credit requests for new loans, renewals, and modifications, as well as conducting financial analysis and ensuring adherence to Wintrust's Credit Policy.
This role is ideal for early-career professionals looking to build a foundation in commercial credit. Industry-specific training will be provided, including access to the Wintrust Credit Academy.
Key Responsibilities
Manage and monitor a portfolio of commercial credit relationships within the insurance brokerage industry
Analyze and underwrite business and personal financial data to support credit decisions
Prepare credit requests, including new originations, renewals, modifications, and waivers
Ensure compliance with Wintrust Credit Policy, risk ratings, and financial reporting requirements
Track and test financial covenants and reporting obligations for assigned clients
Collaborate closely with Relationship Managers on loan closings and client interactions
Serve as a secondary point of contact for clients, maintaining a high level of responsiveness
Coordinate with internal credit, legal, and operations teams to facilitate timely and accurate execution of credit actions
Participate in credit-related training, including Wintrust Credit Academy courses
Qualifications
Bachelor's degree in Finance, Accounting, Economics, or a related field (or equivalent experience)
0–3 years of experience in commercial credit, financial analysis, or accounting
Strong analytical and problem-solving skills, with attention to detail
Familiarity with business and personal financial statements and tax returns
Effective written and verbal communication 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
Compensation
The estimated salary range for this role is $71,000 - $92,000, 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.
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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.
