Credit Services Specialist

Morton Grove, IL, United States

Job Description


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.

Why join us?

An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 8 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?

Responsible for processing financial reporting and covenant tracking requests from the line of business into the Bank\xe2\x80\x99s monitoring system. Upload commercial credit file documents to FCM/ImageCentre for Wintrust charter loan portfolios.

What you\'ll do

Update Moody\xe2\x80\x99s reporting and financial covenant tracking system per line of business (LOB) requests.

Perform both covenant and entity management tasks.

Verify appropriate documentation for covenant updates/maintenance, and ensure receipt of appropriate approvals for covenant waivers and modifications. Interact with LOB to obtain missing or incomplete information.

Upload documents to ImageCentre/FCM as requested by the LOB.

Review documents and identify correct classification.

Adhere to strict naming conventions and categorization guidelines.

Provide client support for assigned charters.

Respond to and troubleshoot internal inquiries and issues.

Assist in special projects as needed.

Qualifications

General banking experience preferred; commercial lending and loan documentation experience a plus.

Bachelor\xe2\x80\x99s degree a plus.

Ability to perform duties with a high degree of accuracy and attention to detail.

#LI-HYBRID

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\xe2\x80\x99s Bank\xc2\xae and Wisconsin\'s Bank\xc2\xae, 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.

Wintrust Financial

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Job Detail

  • Job Id
    JD4320570
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Morton Grove, IL, United States
  • Education
    Not mentioned