Senior Commercial Real Estate Banker
Wintrust Financial Corp job in Crystal Lake, IL
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 (11 years in a row) 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 200+ community bank locations, we offer opportunities to grow and develop in your career
* Promote from within culture
The Senior Commercial Real Estate Banker is responsible for managing and growing a portfolio of commercial real estate clients within the Wintrust footprint. This position provides exceptional service to build and strengthen customer relationships by promoting products and services as appropriate to identify and fulfill customer needs. Responsible for new business development through referral sources and cold calling efforts. The position can work out of Vernon Hills, Lake Forest or Crystal Lake, IL.
What You'll Do:
* Responsible for developing new prospects, managing and growing a portfolio of existing commercial real estate relationships.
* Experience in variety of real estate transactions including multifamily, retail, industrial, office, self-storage, land development and commercial construction loans.
* Experience with maintaining and managing a portfolio, with ability to build relationships with existing and prospective customers focusing on revenue growth, fee income, deposits and cross-selling services
* Participation and knowledge within loan syndications and maintaining those relationships
* Network with variety of CRE COI's, investors and attorneys to establish a referral base.
* Prepare, review and present credit memos to senior management while maintaining structures within credit guidelines.
* Prepare and present deal terms to clients in a timely and accurate manner.
* Oversee the review and underwriting of credit requests internally while making recommendations for approval to senior management.
* Provide leadership in the development of less experienced commercial real estate lenders and portfolio managers.
Qualifications:
* Bachelor's degree in business, finance, economics, accounting or equivalent direct banking experience.
* Minimum 7+ years of credit and commercial real estate lending experience combined
* Solid understanding of general credit and risk principles, and banking policies/procedures; formal credit training is preferred
* Exceptional written, verbal, negotiation, and presentation skills
* Excellent analytical and organization skills with the ability to prioritize workflow
Proficient with Microsoft Office
* Demonstrate high ethical standards and personal integrity
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 annual salary range for this role is $117,000-$158,000, 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.
#LI-ONSITE
#LI-KP1
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.
Auto-ApplyFull Time Teller- Downers Grove, IL
Wintrust job in Downers Grove, IL
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.”
Wintrust was founded with the idea to be the alternative to the big banks. We are looking for top talent to join Chicago's Bank as a Full-Time Teller!
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
What you'll do:
Process a variety of financial transactions (check cashing, withdrawals, deposits, loan payments, etc.) and accurately balance these transactions
Operate a teller drawer to serve customers and bank personnel in lobby or drive up.
Recognize potential cross-sell opportunities and direct customers to appropriate bank personnel.
Develop skills to recognize potential fraud and report to management as necessary. Comply with all department, bank and regulatory policies and procedures. Uphold established Wintrust culture.
May be responsible for bank opening/closing and may be required to participate in community events.
Qualifications:
Minimum 6 months of experience in cash handling or customer service
High school degree or GED required
Travel between branches may be necessary
Must be available to work all shifts including Saturdays
Must be able to lift 30 lbs
Must be able to stand for long periods of time
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 hourly rate for this role is $19.00-$21.00, along with eligibility to earn an annual bonus. Actual pay rate may vary based on several factors, such as a candidate's qualifications, skills, and experience.
#LI-ONSITE
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.
Auto-ApplyProject Manager IV - Operational Resilience Governance Analyst
Remote or Los Angeles, CA job
WHAT IS THE OPPORTUNITY? The role of the Project Manager is to plan, execute, and finalize Bank projects according to timelines, milestone events and within budget. This includes acquiring resources, capacity planning and coordinating and motivating all project team members, contractors and or consultants to flawlessly complete project deliverables. Project Managers help define project objectives, scope and requirements; and ensure high levels of development and project execution throughout its life cycle. City National Bank Project Managers must adhere to the CNB Project Management Lifecycle Methodology.
WHAT WILL YOU DO?
* Assembles project team, assigns individual responsibilities, identifies appropriate resources needed, and develops schedule to ensure timely completion of project and meeting deadlines of project.
* Participates in meeting activities to identify project goals and gain consensus on project steps, schedule and implementation procedures; fosters cooperation and involvement of support team.
* Interviews colleagues/client to identify and analyze needs; develops project plan and provides input to recommendations for request/problem resolution.
* Identifies internal and/or external resources to ensure successful project completion.
* Monitors development activities relating to meeting project objectives, budget, quality standards and schedule.
* Manages several projects of varying size concurrently and consults with all levels of management which may require coordinating activities across multiple departments and/or divisions.
* Prepares project status reports; makes alterations in project plan as needed.
* Fosters and maintains good relationships with colleagues/clients to ensure that processes are integrated to support expected customer service levels. Acts as business partner by managing expectations and providing guidance and advice throughout project duration.
* Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. FFIEC, Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).
* Completes all required training.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* Minimum 5 years experience managing complex projects involving a large team.
* Minimum 5 years banking or financial industry experience.
* Minimum 5 years experience in Treasury Services/Cash Management
* Minimum 7 years project manager or equivalent consulting experience with strong strategic management and planning expertise -CLC
*Additional Qualifications*
* Bachelor's degree preferred
* Must be extremely knowledgeable in all aspects of project methodology, management tools and techniques across all project activities.
* Solid understanding and planning skills in all aspects of a system/business project lifecycle, i.e. enhancements, user requirements, application configuration
* Ability to identify excessive cycle time and/or costs and develop alternative courses of action associated with the project's life-cycle
* Demonstrated tract record of delivering positive results in project work, including high quality implementations, cost savings, revenue enhancements and within time and budgetary constraints
* Ability to manage resources directly and through cross functional teams
* Full conversant on issues and current trends as they relate to the banking industry's continuity and operational resilience requirements
* Ability to set and develop strategic goals and techniques for a project and effectively communicate this to all project team members
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
Trust Officer
Remote or Las Vegas, NV job
WHAT IS THE OPPORTUNITY? This position supports City National Trust and Estates by administering estate and personal trust accounts including testamentary and intervivos trusts, Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs Trusts, and other Agency accounts.
WHAT WILL YOU DO?
* Administer and interpret fiduciary accounts in accordance with applicable laws and regulations and the stipulations of governing documents, local law or Court Order under which authority is conferred.
* Interact with and provide guidance to Real Property Managers, CPAs and Trust Counsel, Portfolio Managers, Financial Advisors, Investment Advisors, and other bank colleagues.
* Oversee annual administrative review of Trust accounts. Check files for correct forms, codes, review payments and transactions for accuracy. Review Trust Document to ensure documents are in compliance.
* Analyze anticipated income to insure sufficient cash is maintained to meet beneficiary distributions, fiduciary fees, trust bills, etc.
* Obtain missing documents from clients.
* Produce and review gain/loss reports for clients and intermediaries. Research tax deficiency notices. Estimate taxes and allocate tax payments between principal and income, and maintain tax calendars. Communicate with Tax Vendor and external accountants.
* Gather data for account reconciliation's, ensuring distribution requirements are met for charitable trusts, compute distribution amounts for unit-trust accounts and review fee agreements between the Bank, clients, and Co-Fiduciaries.
* Gather/submit pertinent facts to the Trust Administration Committee regarding situations requiring the use of fiduciary discretion as appropriate. Review and submit proposals for consideration, direction and approval.
* Work with appropriate colleagues to develop investment strategies.
* Oversee distribution of client's assets upon termination of accounts.
* Respond to clients, advisors, and intermediaries regarding the administration and maintenance of accounts
* Comply fully with all Bank Operational and Wealth Management policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).
* Perform a legal and administrative review of all potential new business.
* Build strong relationships with key COI's and Financial Advisors.
* Serve as a point of escalation for problem resolution.
* Manage risk to ensure all relationships are within CNB's risk appetite.
* Provide regular tracking for review of new business activities.
* Meet regularly with existing income beneficiaries and remaindermen to profile clients and eventual retention of distributing trusts.
* Follow appropriate Regulation 9 process.
* Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* 5 years of work experience in Trust Administration And
* 5 years of work experience utilizing Microsoft Office - specifically, Excel
*Additional Qualifications*
* Bachelor's Degree or 8 years of experience in trust administration
* Microsoft Office (Word, Excel & PowerPoint)
* Completion of Trust Certificate and/or CTFA preferred
* Strong oral and written communication skills are required. Specifically, excellent interpersonal skills with the ability to interact effectively with all levels of CNB personnel, clients and outside contacts
* The ability to profile clients with an emphasis on retain business
* Familiarity with applicable Delaware law.
* Demonstrated strategic team player
* Strong organizational skills
* Anticipate needs and proactively seek solutions
* The ability to work on multiple tasks/projects simultaneously is crucial in this position
* Must be PC literate and be familiar with trust accounting systems.
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
Equity Research Associate - Semiconductors
Chicago, IL job
At Piper Sandler, we connect capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities.
We are currently looking for an Equity Research Associate to join our Technology Semiconductors group in New York, NY, Minneapolis, MN, Chicago, IL or Portland, OR.
Responsibilities
Work in partnership with the senior analyst to conduct extensive company and industry research Create financial models and valuation analyses Write company reports, industry reports, and develop investment recommendations Form relationships with company management teams through meetings, calls, roadshows, etc. Make company visits and attend industry conferences As associates develop industry expertise, they will have additional responsibility for marketing their team's research and investment recommendations to our sales force and to institutional investors
Requirements
1-3 years of Equity Research or Investment Banking experience preferred Financial Services industry background preferred (Banking, Fintech, Payments, etc.) The associate position is a demanding and fast-paced job that requires the ability to think quickly on one's feet and work independently Strong candidates will have an intense interest in the stock market and a demonstrated record of professional, academic and personal achievement Outstanding interpersonal and written communication skills Outstanding quantitative and organizational skills A strong competitive spirit balanced by a proven ability to work as part of a team Bachelor's degree in Accounting, Finance, Economics, Electrical Engineering or related degrees required Strong financial modeling experience required Securities Industry Essentials, Series 86 and 87 required (or willingness to obtain) Progress towards CFA a plus
As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture.
In equities, our sales & trading teams facilitate public offerings in our core sectors and dedicate significant levels of firm capital to ensure the highest aftermarket support. We are a market maker and/or transact in 2,500 securities, offering traditional, algorithmic and program trading approaches. Our 50+ senior analysts produce industry-leading, deep-sector research on more than 1,000 stocks under coverage, including one of the largest small/mid cap coverage universes on the Street. We empower our investors with focused, best-in-class macro research. Our Institutional Investor top-ranked analysts utilize independent processes that provide impartial insights into economic trends, energy, portfolio strategy, technical analysis, policy actions and political developments. Learn more about our equities team here.
Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here.
All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance.
The anticipated starting salary range for individuals expressing interest in this position is $75,000 - 125,000 per year. Placement within this range is dependent upon level of experience. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market.
* LI-AH1
Auto-ApplyTrust Administration Officer II
Remote or New York, NY job
WHAT IS THE OPPORTUNITY? This is an entry level Personal Trust Officer position, responsible for administering personal trust accounts such as testamentary/intervivos trusts, foundations and agency accounts in accordance with terms specified in the trust instrument. Under general guidance from the trust team, opens and maintains estates, trusts, agency accounts and guardianships. Become familiar with the governing document to interpret terms, responsibilities and duties of the Bank. Receive guidance in understanding provisions of the documents and strategies associated with the assigned accounts. Develop and maintain relationships with clients to help execute day to day administrative functions. Maintain up-to-date knowledge of account activity by reviewing various reports. Seek guidance on tax and administration issues.
WHAT WILL YOU DO?
* For Trusts where CNB is trustee, reviews and revises paperwork from sales team (e.g., agreements, fee schedules, transfer proxies, receipt of assets, ensure accurate cost basis and tax acquisition dates, obtain any missing information and signatures, etc.). Make corrections and additions to ensure accuracy.
* Prepare new account paperwork, as required.
* Analyze anticipated income to insure sufficient cash is maintained to meet beneficiary distributions, banks fees, trust bills, etc.
* Obtain missing documents from clients.
* For Trust accounts, initiate annual administrative review of accounts. Review files for completed forms, codes, review payments and transactions and for accuracy. Review forms to ensure they are consistent with the Trust Document.
* Produce and review various tax reports for clients and intermediaries. Research tax deficiency notices. Pay estimated taxes and allocates tax payments between principal and income, file returns, and maintains tax calendars. Communicate with Tax Vendor and external intermediaries.
* Gather data for account reconciliation, ensuring distribution requirements are met for charitable trusts, computes distribution amounts for uni-trust accounts and reviews fee agreements between the bank, clients, and Co-Fiduciaries.
* Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval.
* Coordinate set up, tracking, and monitoring of personal property inventory; real estate, mineral, oil and gas, intellectual properties, and special financial assets. (i.e., notes, loans, partnerships, etc.)
* Provide client service by responding and researching client and colleague inquires by phone, email, and written communications.
* Respond to advisors and intermediaries regarding the administration and maintenance of accounts.
* Fields phone calls from clients and intermediaries.
* Review documents and responses to compliance department, audit and OCC inquiries after research is performed by TA.
* Gather information from clients for projects.
* Prepare draft correspondence letters and memos.
* Maintain new account logs.
* Follow appropriate Regulation 9 process.
* Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* 3+ years of experience in financial services required
* 3 + years of basic computer experience (e.g. Microsoft Word, Excel, Outlook) required
*Additional Qualifications*
* 3+ years of experience in trust administration preferred
* Strong written and verbal communications skills
* Ability to gather, arrange, compile, interpret, analyze, summarize and evaluate information and data to identify opportunities and formulate conclusions and recommended actions
* Ability to set priorities, and objectives
* Trust Certificate and/or CTFA a plus
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $71,825 - $114,734 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
\#LI-DN1
\#CA-DN1
Fraud Investigator Specialist
Remote or Los Angeles, CA job
WHAT IS THE OPPORTUNITY? Responsible for performing and documenting through root cause analysis on clients' transactions identified through fraud operations and strategy to identify rings, scams, fraudulent activities that impact CNB's clients, and corporate losses. Additionally, the Fraud Investigator will quarterback internal events and investigation activities to strengthen operational processes to reduce fraud risk.
WHAT WILL YOU DO?
* Perform analysis on clients' transactions identified through the monitoring system that involves various transaction types including but not limited to credit, cash, wire transfers, remote deposit capture and loans.
* Conduct and document, timely investigations with well-reasoned and supported decision-making.
* Utilize a variety of internal bank systems and external research tools to investigate, research, and prepare documentation related to fraud investigations consistent with the resolution of the investigation and perform root cause analysis to identify solutions to reduce future fraud risk.
* Conducts follow-up with line colleagues and clients for any missing or necessary information.
* Demonstrate personal excellence including punctuality, integrity, and accountability.
* Think critically and exercise independent judgement.
* Apply subject matter expertise in the financial services industry to drive improved fraud detection and prevention.
* Champion activities across the fraud organization for identified risk events.
* Provide escalation support for fraud operations.
* Communicate emerging fraud trends across client operations.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* Minimum 5 years experience in risk management or fraud related functions
* Minimum 5 years experience in fraud investigations
*Additional Qualifications*
* Must work well in a team environment, as well as independently.
* Advanced computer experience required (e.g., MS Word, Outlook and Excel)
* Analytical skills, use of good judgment, attention to detail, internet savvy.
* Solid understanding of deposit, credit, and money movement transactions and potential fraud attack vectors.
* Must have a strong and positive work ethic and follow CNB core values.
* Must be flexible and adapt quickly to change.
* Must be able to multi-task, adapt well to changing priorities, and meet specific performance goals.
* Advanced Knowledge of PC functions in a Windows based environment.
* Proficient in Excel and Word.
* Effective written and oral communication skills to interact effectively with all levels of bank personnel and clients.
* Demonstrated experience in root cause analysis and event management coordination.
* CFE and/or CFCI certification desired
* Familiarity/proficiency in programming tools such as Snowflake, Python, SAS for data queries desired
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $65,296 - $104,304 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
BSA Specialist III - Investigations
Wintrust job in Rosemont, IL
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 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
Promote from within culture.
Why join this team?
Hybrid Work Schedule - Split your time working remotely and at our Corporate Headquarters in Rosemont, IL
An entrepreneurial culture with opportunity for growth
Position Summary
The BSA Specialist III - Investigations is responsible for supporting the maintenance and execution of the marijuana related business (MRB) program within the WTFC BSA Investigations unit. This role requires a strong working knowledge of BSA/AML/OFAC regulations and an overall understanding of banking products and services to assist the BSA Officer. A BSA Specialist III - Investigations will be working case reviews, including Suspicious Activity Reports (SARs) and supporting documentation prepared by automated monitoring systems and AML Investigators. Additionally, this role requires an understanding of a diverse range of red flags and unusual activity across the organization, including cannabis related business activity. The incumbent will also conduct QC reviews of vendor resources and reports including SARs. This position requires the ability to work independently with minimal direction and guidance and to provide best practices related to suspicious activity monitoring (SAM), customer due diligence (CDD), suspicious activity reporting (SAR), cannabis business due diligence (CBDD), and other business processes.
What You'll Do
Review daily, potentially suspicious activity across Wintrust entities including the First Insurance Finance cannabis-related business investigations and SAR filings.
Monitor, assess, and document the performance of automated suspicious activity reporting systems. Provide insightful and objective observations based on the testing performed.
Communicate both externally with third-party vendors and internally to all lines of business to obtain additional information.
Provide Exam and Audit assistance.
Other special projects and assignments as needed.
Qualifications
3+ years in BSA/AML Investigations, including drafting and filing Suspicious Activity Reports.
3+ years in banking experience.
Knowledge of AML regulations and applicable rules (i.e BSA, FinCEN, USA Patriot ACT, Cole Memo).
Experience with Actimize and/or Shield Compliance systems
Experience conducting oversight of vendors.
Bachelor's degree is preferred.
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 hourly rate for this role is $28.37-$37.02, along with eligibility to earn an annual bonus. Actual pay rate may vary based on several factors, such as a candidate's qualifications, skills and experience.
#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 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.
Auto-ApplyWealth Strategist (Financial Planner)
Springfield, IL job
WHAT IS THE OPPORTUNITY? This position is responsible for attracting and expanding upon relationships with City National Rochdale's (CNR) high and ultra-high net-worth (U/HNW**) clients by collaborating with Senior Wealth Strategists, Wealth Strategists, and other colleagues in the development of U/HNW client facing materials and deliverables. The ideal candidate should have experience with client discussions/presentations, proficiency in financial planning software (eMoney), and demonstrable knowledge in advanced planning areas such as Estates and Trusts, Income Taxation, Philanthropy, and Asset Protection, with an emphasis on business owner wealth and succession planning.
*WHAT WILL YOU DO?*
* Work in tandem with Senior Wealth Strategists and Wealth Strategists to analyze a client's current financial situation, identify appropriate planning strategies and techniques, and educate clients with advanced modeling through the Comprehensive Wealth Assessment.
* Support the Wealth Strategy team by participating in external meetings, taking notes, and developing sophisticated, custom planning models using eMoney, Excel, Powerpoint, and Word programs.
* Work directly with independent financial advisors and clients to understand their specific goals and objectives to provide solutions to meet their needs.
* Participate in and/or lead client meetings and work within a team environment to deliver integrated planning services to clients.
* Partner with the Wealth Strategy team to create understandable, customized strategy explanations that are consistent across the enterprise and of high quality.
* Assist Wealth Analyst with preparation of reports/dashboards and making other changes to support their business reporting and other operational needs using Salesforce (within the permission allowed by the Salesforce COE).
* Partner with the marketing team to develop comprehensible explanations of sophisticated wealth planning strategies in areas of interest to UHNW clients.
* Assist in preparation of written and oral presentations to support educational programs for colleagues, clients and prospective clients.
* Write articles on timely topics of wealth planning that can be distributed to clients or marketing materials to CNR's clients, prospects, and COIs.
* Keep abreast of legislative and tax changes.
* Enhance existing relationships and reduce attrition by participating in designing integrated wealth plans that enhance the value that banking colleagues bring to their relationships.
* Participate in routine third-party audits of all material subject to peer review.
* Raise awareness of proper channel alignment when confronted with a client/prospect that is more appropriately served by another line of business.
* Cultivate and maintain relationships with COI's directly and in partnership with colleagues.
* Participate in client and community events.
* Participate in the preparation for sponsored events regarding wealth planning information and issues that are relevant and compelling for that particular audience.
*WHAT DO YOU NEED TO SUCCEED?*
*Required Qualifications**
* Bachelor's Degree
* Minimum 5 years of financial planning or related experience
* Minimum 5 years of experience within Banking, Brokerage, or Insurance culture
* Demonstrable expertise in the use of financial modeling systems such as eMoney
* CFP - Certified Financial Planner credential or the ability to obtain within 24 months of employment
* CEPA - Certified Exit Planning Advisor credential, or the ability to obtain within 18 months of employment
*Additional Qualifications*
* Advanced Degree (JD or CPA or Masters in Tax/Accounting/Business) helpful
* Ability to travel up to 20%
* Stay current on cutting edge wealth planning solutions while retaining the ability to explain and implement those solutions in an easy to understand manner
* Demonstrable expertise in Team-Based (multi-disciplinary) wealth planning
* Demonstrable expertise in multiple wealth planning issues (e.g., portfolio construction, life insurance, transfer taxation, business succession, etc.)
* Demonstrable expertise at easily explaining complex strategies to clients and COIs; and quickly identifies and pursues to a successful sale Bank product or service solutions that align with the best interest of the client.
Presentation skills
* Outstanding written and verbal communication skills
* Outstanding Microsoft Excel, PowerPoint, and Word creation abilities
* Demonstrable expertise in multiple areas such as: Portfolio design; transfer tax; life insurance; income tax; retirement funding (qualified and non-qualified); captive insurance; legacy trusts
* Demonstrable proficiency in Salesforce
*WHAT'S IN IT FOR YOU?*
*Compensation*
Starting base salary: $122,535 - $208,715 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
\#LI-DN1
\#CA-DN1
Disaster Recover Prog Analyst
Remote or Los Angeles, CA job
WHAT IS THE OPPORTUNITY? Information Technology (IT) Disaster Recovery (DR) Program is in the second line of defense and is accountable for CNB's Disaster Recovery strategy, enabling CNB to provide independent oversight and effective review and challenge (R&C) of disaster recovery program. The Disaster Recovery Analyst is responsible for leading disaster recovery risk assessments, providing advice and independent challenge, monitoring metrics/key risk indicators, monitoring regulatory landscape for changes related to IT DR, conducting disaster recovery risk reviews and analysis, and reporting thematic risks to ensure the Disaster Recovery Risk Profile is fairly presented.
WHAT WILL YOU DO?
* Support the development and execution of the IT Disaster Recovery risk program and procedures consistent with City National Bank's and RBC's Risk Framework to ensure a sound control environment from an IT DR/Operational Resilience perspective.
* Key areas of responsibility include R&C of: disaster recovery exercises, IT Datacenter runbooks, IT Disaster Recovery Reporting and adequacy of IT Disaster Recovery controls.
* Monitoring (as needed) of DR tests to confirm adequacy of testing reports and conclusions. Monitoring of DR test may require some evening or weekend work which will be well known and established ahead of time. Working with stakeholders, subject matter experts, and analysis of reports to define issues, determine root cause, and determine appropriate changes.
* Assist with drafting reports and corrective action/remediation plans by providing observations and findings including any gaps in compliance with Bank policies and standards
* Maintain workpapers to support the timely and effective response to requests from Internal Audit or external regulators.
* Performs DR awareness training relating to DR Risk Management, including new and changing policies, systems, and methodologies.
* Assesses DR risks and policy/standard/procedure compliance relating to controls design, FLoD DR testing processes, FLoD DR testing results.
* Provides support of Internal Audits and Regulatory Exams.
* Understand and apply internal policies/procedures, laws and regulations and managing regulatory requirements including but not limited to: FFIEC, OCC, FINRA, Federal Reserve related to Disaster Recovery requirements.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Minimum 7 years practical Business Continuity, Disaster Recovery, and/Crisis Management experience
* Minimum 3 years of financial services experience
* Minimum 3 years of project management experience
*Additional Qualifications*
* BS in Computer Science or demonstrated equivalent experience
* Professional certification from the Disaster Recovery Institute, International or from The Business Continuity Institute (e.g. ABCP, CBCP, MBCP, MBCI, CRP and/or other Business Continuity or industry related certifications preferred.
* Strong skills in applying Disaster Recovery planning principles to various levels (staff, management and executive) of the company.
* Knowledge and understanding of crisis and emergency management.
* Project management skills, which include task identification, project planning, and ability to understand scope of recovery efforts, ability to coordinate critical activities during continuity exercises and events, and proficiency with tools required to pull project together.
* Fully proficient with Microsoft Office applications, including (but not limited to) Word, Excel, Visio, and PowerPoint.
* Advanced presentation skills and oral and written communication skills.
* Self-starter with the ability to work independently.
* Excellent interpersonal, organization, analytical, problem solving, critical thinking, communication, and prioritization skills.
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $77,000 - 143,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
Mortgage Loan Processor III
Remote or New York, NY job
WHAT IS THE OPPORTUNITY? The Mortgage Loan Processor III is responsible for processing home equity line of credit's, purchase, and refinance transactions. They will examine and evaluate approval of client applications and will be responsible for ensuring loans close in a timely basis. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act.
WHAT WILL YOU DO?
* Review loan approvals to determine what documents are required to move to closing.
* Communicate and respond to internal customers within 2 hours.
* Utilize pipeline reports to effectively manage and prioritize daily workflow.
* Ensure all loans are reviewed at least every 3 days.
* Effectively manage an individual pipeline of 30-50 loans.
* Maintains current knowledge of CNB guidelines and loan programs.
* Meet and exceed monthly funding goals as set forth by management.
* Other duties as/or assigned by management.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* H.S. Diploma
* Minimum 3 years recent mortgage experience.
* Minimum 3 year basic computer experience (e.g. Microsoft Word, Excel, Outlook) required.
* Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act.
*Additional Qualifications*
* Ability to identify and resolve problems in a timely manner.
* Strong attention to detail and accuracy.
* Ability to maintain high levels of performance, especially in stressful situations.
* Strong knowledge of federal/state regulatory policies and procedures. (TRID Experience Required)
* Excellent written and verbal skills.
* Excellent organizational skills.
* Ability to multi-task and work in a deadline driven environment.
* Proficient PC skills, including Microsoft Office and Loan Origination systems.
***this role sits in NYC metro area***
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $25.93 - $41.43 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
Manager Credit Portfolio Risk
Remote or Los Angeles, CA job
WHAT IS THE OPPORTUNITY? This position is responsible for providing Credit Risk oversight across the banks Residential Lending programs including conventional jumbo and government-insured loans (FHA, VA, USDA). Provide oversight on mortgage secondary marketing activities, including whole loan sales, bulk loan trades and securitization. Review and challenge credit policies, underwriting standards, and exception lending trends to ensure alignment with the bank's risk appetite.
WHAT WILL YOU DO?
* Review and challenge residential lending business strategies, underwriting standards, risk appetite metrics, and exception management frameworks and ensure alignment to risk appetite.
* Assess emerging risks in mortgage portfolios and ensure alignment to Regulatory requirements including OCC, FDIC, FRB and CFPB and GSE guidelines.
* Monitor secondary marketing activities and assess post sale credit risks including repurchase, early payment defaults.
* Design and deploy monitoring frameworks to assess the performance of new product launches
* Analyze, monitor risk metrics to understand and improve consumer and residential portfolio diversification
* Identify gaps in current policy requirements and current practices;
* Support preparations for internal audits, regulatory exams and model validations.
* Act as a liaison between Risk and Capital Markets, Mortgage Operations and Finance Teams.
* Support risk presentations for senior management that include portfolio activities, risk analytics, performance review.
* Reviews and monitor completeness, accuracy, and usefulness of established credit policies and procedures related to assigned portfolios. Recommends Credit Policy and procedure changes for approval by the appropriate management committee. Oversees implementation of changes following Credit Policy updates to 1LOD procedures and processes where appropriate.
* Support the credit risk framework that balances the Bank's current situation, desired credit culture, industry "best practices", risk tolerance, and regulatory expectations.
* Drive innovation in risk management practices by staying informed about industry trends, emerging risks, and new technologies, and integrating best practices into the Bank's risk framework.
* Work with Credit Administration team to innovate and iterate, the effectiveness and efficiency of credit risk management systems/ processes and improve credit underwriting in lending products.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* 8+ years of experience in a Consumer and Residential Lending environment required
* 8+ years of experience in credit, risk management, and regulatory supervision required
*Additional Qualifications*
* Strong sense of urgency and ability to meet deadlines.
* Prior in-depth knowledge of residential credit risk and portfolio management, secondary marketing activities, consumer credit underwriting, financial analysis, and regulatory requirements.
* Strong understanding of regulatory guidance related to residential lending and consumer products
* Knowledge of Excel, Access, MS PowerPoint, etc.
* Strong analytical and problem-solving skills.
* Through knowledge of Consumer and Residential credit products, policies, procedures and systems
* Strong verbal and written communication skills; ability to do business presentations to small groups.
* Ability to present clear, concise recommendations.
* Strong communication and interpersonal skills to collaborate across teams
* Ability to work with all levels of line and corporate management.
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $127,626 - $237,014 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
\#LI-BD1
Treasury Management Intern
Remote or Los Angeles, CA job
*TREASURY MANAGEMENT - DATA ANALYST* WHAT IS THE OPPORTUNITY? The Treasury Management (Data Analyst) internship is designed to provide undergraduate students with hand-on experience to data analytics practices and uses within a large financial institution. Interns will gain exposure to data analysis and optimization, data visualization, and insights generation while developing critical thinking, logical and structural skills.
Opportunities include:
* Collaborating with Data Analytics teams to understand data sources and analytics processes.
* Creating Snowflake database tables and developing Alteryx workflows to transform and load new data sources.
* Preparing data visualization and reports using tableau
* Assisting Senior Analysts and/or Managers in planning, executing, and reporting on data analytics projects
* Interacting and networking with executives and senior leadership
WHAT WILL YOU DO?
* Extract, transform, and load large data sets
* Process engineering
* Draw conclusions and make actionable recommendations.
* Provide insight to new process development and continuous improvement efforts
* Report and/or present on findings
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* At least 18 years old
* Rising Junior or Senior in college (graduation date no earlier than December of current year)
* Enrolled in a college/university working towards a Bachelor's or Master's degree
*Additional Qualifications*
* Strong written and verbal communication skills
* Effective interpersonal skills
* Proficient in multitasking and prioritizing projects
*WHAT'S IN IT FOR YOU?*
*Compensation*
This role is non-exempt. The hourly wage is $25/hr.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
Relationship Associate Senior - PBB
Remote or Los Angeles, CA job
WHAT IS THE OPPORTUNITY? Their primary responsibility is to work directly with clients on a daily basis in handling all areas of client service, operational tasks, and sales consultation. Expert in all aspects of providing exemplary client service and assisting clients with any branch transaction. Actively engages in completing all cashiering requests, works with clients to ensure inquiries/issues are resolved, and analyzes client needs for cross-sell opportunities. Provides accurate and timely responses to client inquiries to ensure retention of existing profitable clients. Will support internal sales activities including recognizing referral/sales opportunities and making appropriate product/service recommendations. Will be capable of opening new accounts, be conversant in most product capabilities and recommendations, and contribute to the branch in meeting sales and service objectives.
WHAT WILL YOU DO?
* Acts as a champion for clients and colleagues providing exemplary service. Partners with CNB colleagues in all divisions of the bank to support client retention objectives and proactively promotes solutions appropriate to clients.
* Functions as part of a cohesive unit to service client transactions and is responsible for upholding the operational integrity of the branch as defined by management and bank policy. This colleague understands and is able to execute all functions of the daily processes, including, but not limited to, appropriate cash handling responsibilities.
* Fully functional in delivering all components related to new accounts, including account maintenance, service requests, and risk management. Responsible for appropriately profiling clients during the new account process and actively identifies cross sell opportunities of CNB products and services.
* Supports sales colleagues to build and maintain branch client relationships. Works with business partners to deliver solutions in order to maintain and grow client relationships. Recognizes and recommends cross-selling opportunities to maximize banking office profitability.
* Interacts in an effective and professional manner with all levels of Bank personnel, corporate and bank clients demonstrating commitment to quality client service.
* Ensures that decisions made are consistent with all Bank policies and procedures, as well as applicable regulations, and that the risk associated with those decisions can be effectively managed.
* Maintains collaboration with the City Loan Center ("CLC") and sales partners.
* Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Minimum 1 year of cross-selling experience required.
* Minimum 2 years customer service experience required.
* Minimum 2 years of cash handling experience required.
* Minimum 2 years of basic computer experience (e.g. Microsoft Word, Excel, and Outlook) required.
*Additional Qualifications*
* Working knowledge of Bank operations, policies and procedures and regulatory compliance.
* General knowledge of Bank products and services.
* Good interpersonal, verbal and written communication skills.
* Ability to organize and prioritize work.
* Good problem solving skills.
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $18.39 - $27.62 per hour. Exact compensation may vary based on skills, experience, and location.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
IT Auditor II
Wintrust job in Rosemont, IL
Wintrust is a financial holding company with approximately $62 billion in assets whose common stock is traded on the NASDAQ Global Select Market. Guided by its “Different Approach, Better Results” philosophy, Wintrust offers the sophisticated resources of a large bank while providing a community banking experience to each customer. Wintrust operates more than 200 retail banking locations through 16 community bank subsidiaries in the greater Chicago, southern Wisconsin, west Michigan, northwest Indiana, and southwest Florida market areas. In addition, Wintrust operates various non-bank business units, providing residential mortgage origination, wealth management, commercial and life insurance premium financing, short-term accounts receivable financing/outsourced administrative services to the temporary staffing services industry, and qualified intermediary services for tax-deferred exchanges. Our unique business model is a competitive strength and value driver, powered by our talented colleagues who put our customers first and achieve better results for our clients.
Why join us?
An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 10 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
Promote from within culture
Why join this team?
Work-Life Balance
Hybrid Work Schedule - Split your time working remotely and at our Corporate Headquarters in Rosemont, IL
Minimal Travel
An entrepreneurial culture with opportunity for growth
Position Summary
This position administratively reports to an IT Audit Manager and functionally to an audit engagement supervisor (i.e. Senior Auditor or Audit Officer). The position will work closely with audit team members, internal audit clients, other risk management and compliance functions within the organization, as well as external parties where applicable. The role is based in Rosemont, IL with occasional travel to banking and non-banking locations in and outside of the Rosemont area.
What You'll Do
Actively participate in the successful and timely completion of assigned engagement deliverables.
Attend audit team planning meetings and audit kick-off meeting with clients, including drafting relevant meeting minutes.
Obtain and review prior year audit work papers and other relevant documents to assist with the effective, efficient, and successful completion of all audit activities.
Participate in walkthroughs with relevant business process owners and writes narratives and conclusions based on assessments derived from executing walkthrough procedures.
Timely complete assigned audit areas and develops required supporting work papers.
Ensure observations of irregularities, discrepancies, and deviations from prescribed procedures and practices are fully supported by relevant evidence and corroborated documented information.
Timely communicate with audit team and audit clients. Keep engagement supervisor and/or audit clients informed as to status of work. Develop positive working relationships with audit team members, audit clients, and throughout the organization.
Qualifications
Minimum of a bachelor's degree, from an accredited college or university, with a major in Information Systems, Accounting Systems, Accounting, Business Administration, or related field of study.
Minimum of 1 to 3 years of relevant audit experience in public accounting and/or internal auditing.
Applied knowledge of accounting concepts, audit methodologies, risk-based auditing techniques, The IIA's International Professional Practices Framework, Sarbanes-Oxley Act of 2002, COBIT, U.S. Generally Accepted Accounting Principles, etc.
Experience with or significant interest in technology, cybersecurity, and digital concepts.
Experience in utilizing computer-assisted audit tools and techniques (e.g. ACL, IDEA, etc.) and internal audit management software (TeamMate) is desired
One of the following preferred: CPA, CIA, CISA, CISSP
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 $59,000-$80,000, 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.
#LI-HYBRID
#LI-VB1
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.
Auto-ApplyLoan Boarding Specialist-Collateral
Remote or Los Angeles, CA job
WHAT IS THE OPPORTUNITY? This position is responsible for the review and analysis of loan boarding packages for commercial and consumer loans and booking collateral to the Collateral Management System. Acts as liaison with Closing Department to resolve collateral matters pre and post boarding. This position will handle moderate to complex collateral issues and will work independently with minimal guidance from Supervisor or Assistant Supervisor.
WHAT WILL YOU DO?
* Performs collateral reviews and identifies exceptions
* Ensures that Demands and Reconveyances tracking is in conformity with regulatory/government requirements.
* Updates the Collateral Tracking System
* Fulfills internal requests for collateral review and document preparation
* Responsible for ensuring compliance with assigned Bank policies and procedures relating to collateral perfection and monitoring.
* Processes, solves and answers simple to complex collateral related issues.
* Responsible for data integrity of Collateral Management System.
* Maintains a proficient knowledge of applicable banking and RESPA rules and regulations.
* Manage Special Projects independently.
* Maintain a proactive, committed approach to such programs as Customer first, Community Reinvestment Act (CRA) and Equal Employment Opportunity.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Minimum 3 years of experience working in documentation or a bank servicing department
* Minimum 3 years of experience in analyzing loan documents and credit approval documents.
* Minimum 2 years of experience with MS Office Suite
*Additional Qualifications*
* Knowledge of terminology and documents, related to the perfection and retention of collateral (e.g. real estate, Security Agreement and UCC filings, etc.).
* Must be able to process and handle large volumes ensuring quick turnaround
* Familiarity with the CFPB, RESPA and Article 9
* Education: Associates Degree or higher.
* Strong Microsoft Office suite knowledge,
* Strong math/accounting, data analysis and business writing skills
* Strong research and analytical skills
* Ability to quickly adapt to and become proficient in disparate loan processing systems
* Candidate for this position must be able to analyze commercial and consumer notes and credit memorandum. Candidates must have a strong documentation and collateral background
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $24.46 - $36.69 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
Commercial Credit Analyst
Wintrust Financial Corp job in Oak Lawn, IL
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 matches and tuition reimbursement to name a few
* Family-friendly work hours
* Promote from within culture
Beverly Bank & Trust is looking for a Credit Analyst to support the Commercial Lending team. In this role, you will work alongside relationship managers, portfolio managers, and other internal stakeholders to develop a deep understanding of the operating performance and potential borrowing needs of prospective clients. You will also assist relationship managers with ongoing support of existing clients.
What You'll Do
* Evaluate loan requests using a thorough knowledge of loan policy, guidelines, and procedure
* Analyze commercial, business, and personal financial data collected for the purpose of issuing, extending, amending, reviewing, and monitoring commercial credit facilities
* Analyze a company's financial, operational, and management strengths and weaknesses to minimize capital, balance sheet, and reputation risk
* Prepare company annual financial reviews and underwriting memos focusing on a company's leverage, key risk factors, sources of repayment, cash flow, and ability to service debt
* Prepare financial spreads and covenant tracking as well as ACH portfolio oversight
* Prepare commercial real estate analysis to include review of loan structure, property analysis, market analysis, property cash flow to determine ability to service debt, covenant compliance, and collateral evaluation including evaluation of appraisal reports
* Other responsibilities and duties as assigned
Qualifications
* Bachelor's degree; Business, Finance, or Accounting major preferred
* 0-3 years' credit analysis experience; completion of formal credit training a plus
* Excellent verbal and written communication skills
* Strong analytical, organization, and time management skills with a keen attention to detail
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 $59,000-$77,000, 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.
#LI-AC1
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.
Auto-ApplyLending Strategies Specialist, Commercial Banking
Wintrust job in Rosemont, IL
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 11years) 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
Promote from within culture
The Lending Strategies Specialist is responsible for managing defined projects within the lending departments, with a focus on user and access management related to specific vendors including Experian, DocuSign, CSC, and Core Logic (Cotality).
What You'll Do
User and access management
Manage user access and permissions for lending related systems, and vendor platforms in compliance with company policies and regulatory requirements
Provide support to ensure compliance with defined access management protocols
Vendor management
Coordinate with vendors including Experian, DocuSign, CSC, Core Logic
Assist with troubleshooting any ongoing issues with vendors, integrations, etc.
Special projects
Participate in defined projects within Lending Strategies department ensuring timely completion, and assist towards meeting project objectives
Qualifications
Associate's degree in a relevant field
1 - 3 years' client services experience
Excellent verbal and written communication skills
Must be detail focused and well organized along with the ability to analyze and troubleshoot network issues
Strong interpersonal and customer relation skills required for working with clients and department personnel
Working knowledge of Microsoft Office applications (specifically MS Excel) and ability to pick up on new systems quickly
Experience with vendors including Experian, DocuSign, CSC, Core Logic (Cotality), nCino, and Salesforce a plus
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 $42,000-$55,000, 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.
#LI-AC1
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.
Auto-ApplyTeller Supervisor - Palatine, IL
Wintrust job in Palatine, IL
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.”
Wintrust was founded with the idea to be the alternative to the big banks. We are looking for top talent to join us as a full-time Teller Supervisor!
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
What you'll do:
The Teller Supervisor is responsible for the supervision of teller staff and all branch functions associated with processing customer transactions and providing routine banking services. This position requires strong leadership, organizational, and communication skills to motivate staff and effectively organize and delegate duties among the teller staff. Responsibilities include:
Operate a teller drawer to serve customers in lobby or drive up
Recognize potential cross-sell opportunities and direct customers to appropriate bank personnel
Take a proactive approach to solving operational issues and make approvals/exceptions to policy as needed
Recognize and report potential fraud to management. Ensure compliance of all department, bank and regulatory policies and procedures are followed to maintain safety of customers and employees
Perform routine monthly audits and daily/monthly sales tracking
Participates in hiring, onboarding, training and ongoing development of teller staff including performance reviews
Uphold established Wintrust culture by providing best-in-class customer service and participating in community events
Qualifications:
Previous teller experience required
3-5 years of supervisory experience preferred, preferably within a financial institution
Excellent customer service and communication skills
High school diploma or GED required
Travel between branches may be necessary
Ability to lift 30 lbs
Ability to stand for long periods of time
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 hourly rate for this role is $21 - $24, along with eligibility to earn an annual bonus. Actual pay rate may vary based on several factors, such as a candidate's qualifications, skills, and experience.
#LI-ONSITE
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.
Auto-ApplyWintrust 2026 Summer Internship - Commercial Banking
Wintrust Financial job in Chicago, IL
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.”
Experience what it's like to work for a company invested in the community, dedicated to giving back, and ready to show you how fun banking can be! Apply now for a Wintrust Summer 2026 Internship. Come join our team this summer and let us show you why Wintrust was named a Chicago Tribune TOP WORKPLACE 11 years in a row. Wintrust's Commercial Banking internship experience allows the opportunity to build a professional network and develop technical skills in a credit analyst role.
Commercial Banking Intern Job Responsibilities:
Work closely with colleagues to meet business objectives and priorities defined by the specific line of commercial business.
Learn approval process for commercial loans.
Analyze credit and financial information of businesses and individuals to determine the degree of risk associated with the extension of credit.
Generate and interpret financial ratios for the purpose of evaluating an applicant's financial condition.
Spread balance sheets and income statements in financial statement spreading software.
Perform collateral analysis of current and prospective customers.
Underwrite and present an entire Credit Approval Presentation for both annual reviews and renewals.
Details:
The 2026 program will run Tuesday, May 19th - Friday, August 7th.
Full time, paid summer internship.
Positions available throughout the Chicagoland area.
Positions available in Commercial & Industrial, Commercial Real Estate, and specialty lending groups.
Participate in intern program activities, events, community service projects, and professional development opportunities with your cohort.
Compensation:
The hourly rate for this role is $19.00/hour.
Qualifications:
Currently enrolled in a U.S. college or university, with preference for students entering their junior or senior year.
Concentrations in Finance, Accounting, Business, or Economics.
Cumulative GPA of 3.0 or higher on a 4.0 scale.
Strong analytical, decision-making skills, and an interest in financial analysis and corporate finance, as demonstrated by coursework, or prior experience.
Leadership, extra-curricular, or volunteering experience with a passion for results.
You must be authorized to work permanently in the U.S. now and in the future to participate in Wintrust's Commercial Banking Internship Program. Due to the high volume of applicants we receive, we do not offer immigration sponsorship (including OPT and CPT) for this program.
To apply, please visit ************************* If selected, our team will reach out to you with additional details. Applications will be reviewed on a rolling basis, and positions will remain open until programs are at capacity.
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.
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