SVP, Lending

Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank subsidiaries with over 170 banking locations in the greater Chicago and southern Wisconsin market areas. Additionally, Wintrust operates various non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services and qualified intermediary services for tax-deferred exchanges.

Wintrust Community Advantage is a leading provider of financial services to condominium, townhome, and homeowner associations in the Chicagoland Area, the Midwest and has business development offices in Minneapolis, MN and Naples, FL. Our team has more than 125 combined years of experience in the industry and understands the unique needs of our association and management company partners. Having served the community association and management company industry for more than two decades with an unmatched level of knowledge and service, we are committed to assisting our customers, prospects, and professional partners by providing industry specific loan and treasury management products and services.    

Why join us?

• An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 9 years) and Employee Recommended award by the Globe & Mail (past 6 years)

• Competitive pay and discretionary or incentive 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 175+ community bank locations, we offer opportunities to grow and develop in your career

• Promote from within culture

Why join this team:

• We work across disciplines and departments, with opportunities for exposure to and partnership with executive management in leading strategic initiatives.

• We are seeking a critical thinker that’s willing to learn and not afraid of taking on new initiatives.

• We are a vibrant, team-oriented atmosphere that provides opportunities for individual growth.

• Our team is in a unique position that allows us to collaborate with multiple other departments, have exposure to executive management, and develop new reporting.

Position Summary: 

Provide financial services to Community Associations and Property Management firms and fully manage/oversee deposit and credit relationships assigned and/or obtained through sales and networking activities. Additional duties will include new business development, attending Community/HOA board meetings and industry specific events, participate and attend bank/group credit meetings by presenting profitable loan and/or depository/treasury management requests, and performing and supporting the necessary financial credit analysis and underwriting.

Essential Duties and Responsibilities:

The following is not intended to be all inclusive but rather a general representation of the basic responsibilities. Other duties may be assigned to meet the ongoing needs of the organization:

• Develop and retain key credit and deposit relationships for the Bank.

• Communicate and meet with board members and property managers and attend various industry functions.

• Develop relationships with Attorneys, Management Companies, Accountants, Reserve/Engineers, Insurance, and other industry related professionals.

• Perform credit analysis for existing and prospective customers of the Bank.

• Assist with the ongoing credit monitoring functions including financial statement review and loan covenant compliance.

• Managing Documentation Exceptions and Moody’s Credit Exceptions.

• Documentation of loans and amendments.

• Update Salesforce database activities

• Maintain sales pipeline, provide weekly updates.

• Routinely update all calls to Outlook Calendar.

• Handle special projects and other duties as assigned by manager.

• Retain current client base through a consistent follow up program including but not limited to financial reviews, covenant tracking, cross sell efforts.

• Keep up to-date with Compliance Training

• Portfolio Management

Supervisory Responsibilities:

Assist manager with direction of sales team, must be able to mentor and train others, and be comfortable in a leadership role.

Knowledge/ Skills/ Abilities Required:

• Possess excellent verbal and written communication skills.

• Effectively present information in one-on-one and group situations with all levels of individuals within the organization and/or industry.

• Proficient in Word, Excel, Explorer and Outlook. Also have the ability to learn bank systems and other software.

• Be a strong team player, with the ability to multitask; have a high attention to detail and a strong commitment to customer service.

• This position will also require a willingness to put in extra hours as needed to complete projects with deadlines.

Training/ Education/ Experience Qualifications: (Include licenses and certifications)

Education / Experience

• Bachelor’s degree in finance or business or related field

• 3 to 5 years’ experience in a banking or related environment

Licenses & Certifications

• Current driver’s license

• Property Management Certifications, if applicable

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to talk or hear.  The employee is frequently required to stand, walk and sit.  The employee is occasionally required to reach with hands and arms.  The employee must occasionally lift and/or move up to 25 pounds.  Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

Equal Employment Opportunity Policy:

“The management of the bank believes in equal employment opportunity.  We strive to select the best qualified person for every position based on merit, qualifications, previous experience and ability to perform the  work, without regard to race, color, national origin, ancestry, religion, sex,  sexual orientation, marital status, age, physical or mental disability, medical condition, pregnancy, childbirth, veteran status or protected activity (for example, having made a complaint of discrimination) or other characteristic protected by federal, state or local law. Managers and supervisors must ensure that this policy is carried out in all aspects of our operations.” 

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 be Chicago’s Bank® and Wisconsin's Bank®, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. 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, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.