Advanced IT Change Management Coordinator
Wintrust Financial 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 12 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?
This position has the opportunity to interface with and have a positive impact on multiple areas of Wintrust's business
We hold ourselves accountable to high standards, share wins, operate ethically, and have fun
Position Overview
This role facilitates, manages and promotes the adoption of the IT Change Management Program. This includes but is not limited to review and approval of ITSM change requests, stakeholder management, Change Advisory Board (CAB) facilitation, training and documentation and process improvement opportunities.
What You'll Do
Facilitate and promote the adoption of the IT Change Management Program and the different stages of the change management process including: reviewing the completeness of the change request tickets and engaging stakeholders when required, applying appropriate approvals or rejecting changes based on procedures, monitoring open changes to ensure closed in a timely manner for metrics, monitoring post-implementation review and management of Standard Change Process
Management and facilitation of CAB and Technical Review meetings and preparing release notes and minutes for the meetings
Provide guidance, training and process documentation to other IT team members on the IT change management process and communicate with and engage various stakeholders
Continuously evaluate and improve the IT change management process to enhance efficiency and effectiveness
Perform annual review of IT Change approval groups in the ITSM tool
Qualifications
Associate's degree or equivalent
3-5 years of IT change management process experience
Familiarity with ITSM tools such as ServiceNow
Formal ITIL certification (e.g., ITIL Foundation, ITIL Practitioner) 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 salary range for this role is $71,000.00 - $92,000.00, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills and experience.
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From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
Auto-ApplySenior 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.
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From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
Auto-ApplyPortfolio Manager II
Chicago, IL job
*Portfolio Manager II - Middle Market, Food and Beverage* WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the credit management team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual manages a sub-set of existing credits and is a key partner in the origination of new credits. Primary responsibilities include: Provide comprehensive credit recommendations and presentations to key risk partners related to prospect(s) and existing clients of the bank (including moderate to complex new credit structures, modifications, and extensions) based on a comprehensive review of the borrower(s) and guarantor(s)' financials (which may include current and historical financial statements, tax returns, projections and/or cash flow proformas.) This individual is expected to present credit recommendations within the bank's risk appetite and framework and follow the bank's policies, processes and procedures. This individual is expected to be responsive to their clients' credit needs with an elevated level of client service and credit acumen to address their needs appropriately and timely. This individual is responsible for the ongoing oversight and management of its portfolio (including timely risk rating assessments, reporting covenants, covenant compliance, and the preparation of quarterly and annual reports.).
*Role:* Underwrite and manage cash-flow and asset-based loans ≥$25.0 million for the national Food & Beverage ("F&B") platform across the sponsor and strategic channels. Target Borrower profiles, both private and public, have EBITDA >$10.0 million and Revenue >$100.0 million. Structures typically include revolvers, term loans, delayed draw term loans, and CAPEX lines across multiple product lines. Transaction types typically include leveraged buyouts, management buyouts, refinances, growth capital, recapitalizations, add-on acquisitions, etc.
*Underwriting:* Lead or support due diligence efforts as Agent or Participant for Borrowers across the F&B value chain (i.e. manufacturers, processors distributors, grocers, etc.). Core competencies include historical and projected financial statement analysis, dynamic 3-statement financial modeling, credit memorandum preparation, legal documentation and loan closing. Focus areas often include commodity/labor/freight management, customer and supplier terms, capital intensity and utilization, product/channel/customer/supplier stratification, food safety, etc.
*Portfolio Monitoring:* Manage a portfolio of Borrowers across multiple F&B subsectors with various structures, roles, commitments and risk ratings. Perform monthly/quarterly and annual reviews covering financial performance, risk ratings, capacity to repay, covenants, etc. Evaluate credit requests to assess creditworthiness, prepare the corresponding approval memorandums, and document waivers/consents/amendments, as applicable. Focus areas often include same-store sales, input costs, consumer demand, tariffs, inflation, etc.
WHAT WILL YOU DO?
* Teamwork: Mentors junior colleagues, fosters a culture of continuous improvement and professional growth.
* Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries.
* Credit Analysis: Analyzes credit data and perform underwriting to assess creditworthiness and recommend appropriate structures to the Sales team and client. Prepare underwriting memorandums and approval documents for presentation to Credit Risk.
* Performance Monitoring: Performs portfolio management activities to monitor and analyze portfolio performance, including periodic reviews and covenant tracking.
* Data Analysis: Analyzes credit data to support underwriting and creditworthiness assessments including developing and presenting individual credit recommendations.
* Risk Management: Practices effective risk management, maintaining high standards of credit quality and origination in alignment with Bank's credit risk appetite, and compliance with institutional and regulatory requirements.
* Collaboration: Partners with Relationship Manager(s) to successfully manage credit account relationships. Work closely with cross-functional teams to ensure cohesive and effective credit operations to achieve the Bank's strategic initiatives. Participate in ad-hoc projects to support the organization's priorities.
* Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions. Participate in joint sales pitches with Relationship Manager(s).
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree in Finance, Business, or related field
* Minimum 5 years of progressively increasing credit underwriting and portfolio management experience in relevant industry/industries
*Additional Qualifications*
* Intermediate experience in credit management and lending operations, with a strong understanding of risk management principles
* Desire to build leadership and coaching skills, with the ability to train and develop talent
* Strong communication and collaboration skills, with the ability to work effectively with senior leadership and cross-functional teams
* Intermediate analytical skills, with the ability to interpret complex data and make informed decisions
* Industry-specific knowledge and expertise
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $48.66 - $82.86 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.
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Citi Wealth at Work - Relationship Officer
Chicago, IL job
The Relationship Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits' Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.
Responsibilities:
* Lead client onboarding and account opening efforts as a part of our core client coverage team
* Partner with sales teams to exceed client expectations and make client onboarding and account opening a seamless and differentiated experience
* Act as the main point of contact / guidance for clients going through the KYC onboarding and account opening process
* Provide the highest level of customer service and teamwork to our clients
* Possess an expert knowledge in Citi's client onboarding and account opening policies, procedures, and applications
* Ensure all documentation received is current, accurate and complete.
* Fulfill all requests in a timely manner
* Liaise with product and functional partners to ensure requests are completed while maintaining constant communication with the client
* Partner with Know Your Client (KYC) Teams, the Account Opening division, and other product partners to ensure client requests are understood and appropriately prioritized and executed accurately
* Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
* 3-7 years of relevant experience
* Self-motivated and proactive
* Highly developed attention to detail
* Ability to manage multiple concurrent deadlines in a dynamic environment and work under tight deadlines
* Excellent verbal and written communication skills
Education:
* Bachelor's/University degree or equivalent experience
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Job Family Group:
Private Client Coverage
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Job Family:
Client Onboarding
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Time Type:
Full time
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Primary Location:
Chicago Illinois United States
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Primary Location Full Time Salary Range:
$88,400.00 - $140,400.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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Anticipated Posting Close Date:
Oct 17, 2024
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Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View the "EEO is the Law" poster. View the EEO is the Law Supplement.
View the EEO Policy Statement.
View the Pay Transparency Posting
Equity Research Associate - Financial Services Group
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 Financial Services Group in Chicago, IL. This will be an in-person role.
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
* Must have at least one year 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, or Economics 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.
The anticipated starting salary range for Illinois-based 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.
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.
* LI-AH1
Auto-ApplyGCM Relationship Manager III - Loan Agency
Chicago, IL job
As part of the Loan Market Solutions Division, the Loan Agency team provides third party Administrative and Collateral Agent services for sophisticated institutional clients in the syndicated and private credit loan space. Our team is responsible for managing daily loan servicing including transaction onboarding, processing assignments/trades, debt service payments, fundings, loan reprices, etc. Join our dynamic experienced team focused on high touch client service and continuous process improvement. Candidates who are interested in a fast-paced environment with career advancement opportunities should apply.
Other acceptable locations include Wilmington, DE, Dallas, TX, and Minneapolis, MN
Primary Responsibilities:
Daily loan administration including but not limited to transaction onboarding, debt service payments, loan fundings, loan reprices, amendments, terminations, etc.
Resolve discrepancies and review trade documents for execution. Process executed trades in the loan system.
Partner with relationship managers and other internal parties to oversee portfolio, resolve issues, and foster client relationships.
Liaise with clients and other external parties providing excellent customer service, resolving issues, and responding to client requests/questions in a timely manner.
Assist with additional special projects and initiatives as requested.
Understanding and adhering to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management.
Maintaining M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
Completing other related duties as assigned.
Education and Experience Required:
Combined minimum of 7 years' higher education and/or work experience, including a minimum of 5 year relevant work experience with direct client contact
Exposure to Loan Agency
Strong focus on customer service and satisfaction
Strong verbal and written communication skills
Education and Experience Preferred:
Bachelor's degree focused on Finance, Business, Economics or Accounting and a minimum of 5 year relevant work experience with direct client contact
Experience with Loan Agency or LoanIQ
CCTS (Certified Corporate Trust Specialist) certification if corporate trust focus
Strong skills in pertinent software applications, with ability to learn new applications
Experience working in a team environment
Strong interpersonal skills with ability to build significant level of trust with clients
Self-confident
Proven ability to work well with highly capable and successful individuals
Strong analytical ability
Demonstrated ability to develop strong working relationships with administrative support areas appropriate to the business unit
Experience contributing to positive working relationships and maintaining integrity and professionalism
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $106,700.00 - $177,900.00 (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationChicago, Illinois, United States of America
Auto-ApplyTeller Supervisor - Tinley Park, IL
Wintrust Financial Corp job in Tinley Park, 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 anticipate opening a new branch in Tinley Park; the plans for which are subject to final approvals. We are currently seeking top talent to join Chicago's Bank as a Teller Supervisor should the branch move forward.
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 up to 50 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 $22.00 - $24.00, 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-Apply
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.
Role Summary
Join Associated Bank as a Banker, where you'll build relationships with customers, provide exceptional service, and learn the skills to grow your banking career. In this role, you'll process transactions, assist customers with financial needs, and introduce solutions that help them achieve their goals. This is a great opportunity to gain hands-on experience, complete banker certification, and advance within our organization.
This position requires a credit check per 12 CFR Chapter X, Part 1026, Truth in Lending, Regulation Z.
Key Accountabilities
Deliver outstanding customer service by efficiently processing transactions and addressing customer needs.
Identify opportunities to recommend products and services that support customers' financial wellness.
Open new accounts and build lasting relationships through personalized service.
Partner with specialists across insurance, mortgage, and other teams to provide comprehensive financial solutions.
Support the operational integrity and compliance of the branch, adhering to all policies and regulations.
Participate in the Banker Roadmap program, completing training milestones and certification requirements.
Educate customers on digital banking options and demonstrate tools that enhance their banking experience.
Promote bank offerings and engage prospective customers through community and in-store outreach.
Education & Experience
Required
High school diploma or equivalent combination of education and experience
Up to 2 years of customer-facing sales and/or service experience
Preferred
Experience in banking, financial services, or retail sales
Why You'll Love Working Here
At Associated Bank, we're committed to helping you grow-personally and professionally. You'll receive comprehensive training, hands-on experience, and mentorship to guide your career path. We foster a supportive, team-driven culture where your contributions make a real difference. Apply today to start your journey toward a rewarding career with Associated Bank!
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
Retirement savings including both 401(k) and Pension plans.
Paid time off to volunteer in your community.
Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
Competitive salaries with professional development and advancement opportunities.
Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
Personal banking, loan, investment and insurance benefits.
Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X.
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.
Associated Bank is Pay Transparency compliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
$17.00 - $27.58 per hour
Auto-ApplyLoan Processing Specialist Interm
Wintrust Financial 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 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
With 175+ community bank locations, we offer opportunities to grow and develop in your career
Promote from within culture
Why join this team?
We have a culture that encourages an entrepreneurial spirit
We offer multiple opportunities for development and upward mobility
What You'll Do:
The Loan Processing Specialist reviews and books new loans and renewals in FIS for Commercial, Commercial Real Estate, Wealth Management, Managed Assets Department, Retail, and Community Lending portfolios.
Other duties include but are not limited to:
Ensures proper booking of new commercial and consumer loans, renewals, amendments and letter of credit including the earnings of all loan fees/costs in accordance to Financial Accounting Standards and Financial Management policy.
Process loan payments, advances, and maintenance transactions.
Monitors and processes loan requests and inquiries submitted in the Loan Operations mailbox.
Ensures that all transactions between the loan system and general ledger are balanced. Research and resolve general ledger differences.
Provides customer service to internal customers.
Books Specialty Products including Leases, SWAPs, SBA loans, Participated Loans, and loans in workout.
Sets up Escrow and Collateral Records.
Maintain acceptable error and volume rates each month.
Perform other functions as assigned.
Qualifications:
3+ years' experience in financial services
Loan Servicing experience.
High school diploma or equivalent required
General computer skills
Ability to work in a face pace environment.
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 $50,000-$65,000, 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
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-ApplyArtificial Intelligence Compliance Officer Horizontal Use Cases Vice President
Chicago, IL job
The AI Compliance Officer is a strategic professional who closely follows latest trends in the responsible AI field and strategically adapts them for application and effective oversight within own job and the business. This role is a recognized subject matter expert across consumer and/or wealth products and services. Strong regulatory awareness, understanding of regulatory expectations and tactful negotiation are a critical necessity. Is an acknowledged authority both within and outside area of expertise regarding AI impact on other risk stripes including but not limited to compliance, legal, regulatory oversight, MRM, Credit/Market/Ops. Risk, AML/KYC/Data/Infosec, etc. Excellent communication skills required in order to negotiate internally and externally in regulatory or business exchanges, often at a senior level. Conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions preserving the overall regulatory and control structure for the institution. Exercises sound judgment. Understand the common practices of review and challenge at a major LISCC or large banking organization. The role will have significant impact on a function and/or the Citi business through making decisions that determine technical approaches and strategies for the area, increasing governance and control effectiveness while embedding heightened regulatory expectations and doing the right thing for the bank. The role will serve as an advisory lead for AI Compliance, partnering closely with Product and Function ICRM and Citi's businesses on horizontal use case development and deployment. The role will report to the Head of AI Compliance within ICRM's Compliance Office of Responsible and Fair Innovation.
Responsibilities:
* Manages the entire ICRM AI use case lifecycle review process from ideation to POC, production, issue remediation, release management, ongoing monitoring, and retirement for assigned area.
* Partners effectively with Product and Function ICRM on horizontal use cases advisory for tools like Citi Assist, Citi Stylus, Citi Stylus Workspaces, Zoom AI Companion etc.
* Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
* Works effectively across all lines of defense to surface issues and weaknesses for use cases
* Develops, enhances, and validates the methods for measuring, analyzing, and managing risk, for all risk types including market, credit and operational and their corresponding overlap with regulatory and AI developments. Also, may develop, validate and evangelize uses of scorecards for inherent risks of AI POCs and production migrations, develops wholistic, effective, and sustainable AI ICRM control libraries designed to mitigate inherent risks, and articulates compensating control effectiveness for nuanced risk scenarios and use cases in internal and external effective challenge settings.
* Maintains documentation of reviews and outcomes, including process maps, summary notes and artifacts
* Working closely with the AI Compliance Governance and Framework Lead to develop the foundational compliance framework model, appropriate controls, and execute on advisory services to Product ICRM partners
* Organizing periodic peer reviews of AI use case documentation, model performance monitoring, and model input validation against agreed standards and ICRM AI comprehensive governance and control framework.
* Ensures policies and procedures are kept up to date and reviewed periodically by governance committees.
* Coordinates and level sets discussions with first, second, and third line partners as well as regulatory relations peers in order to achieve strategic business objectives within risk appetite and budgets.
* Performs self-assessments against current and emerging regulatory rules, including those to support annual attestations by Citi's senior management and use case stakeholders.
* Participation in quantitative impact studies and hypothetical portfolios exercises requested by regulators, leads ICRM responses to AI inquiries, first day letters, exam/audit questions, etc.
* Providing oversight and guidance over the assessment of complex regulatory and/or audit issues, structures potential solutions and drives effective resolution with other stakeholders.
* Oversees the Identification and assessment of Citi's key risks. Ensures ICRM Model risks within Citi are effectively identified, measured, monitored, and controlled, consistent with the bank's risk appetite statement and all policies and processes established within the risk governance framework.
* Working collaboratively with Citi business/functional line management in recommending, developing and executing on business initiatives within permissible statutory and regulatory frameworks.
* Collaborate with the AI Compliance team to prepare and collect the documents needed to for critical regulatory and internal audit matters as required.
Qualifications:
* 6-10 years experience in AI model development/validation and/or compliance product advisory
* Expertise and hands-on experience in advance programming using: SAS / R, Python and SQL for basic data mining; additional experience and knowledge of Big Data tools preferred.
* Experience with OpenAI/Chap GPT, Anthropic/Claude or Google/Gemini
* Highly motivated with attention to detail, team oriented, curious and organized
* Advanced presentation and relationship management skills are essential
* Consistently demonstrates clear and concise written and verbal communication skills with the ability to articulate complex problems and solutions through concise and clear messaging
* Ability to interact and communicate effectively with senior leaders
* Demonstrated ability to assess complex issues through root cause analysis and other analytical techniques; structure potential solutions; drive to resolution with senior stakeholders
* Ability to influence and lead people across cultures at a senior level using sound judgment and successful execution, understanding how to operate effectively across diverse businesses
* Ability to challenge business management and escalate issues when appropriate
* Demonstrated track record of effectively assessing and managing competing priorities
* Comfort navigating complex, highly matrixed organizations
* Comfortable acting as an agent for positive change with agility and flexibility
* Effective negotiation skills, a proactive and 'no surprises' approach in communicating issues and strength in sustaining independent views.
* Advanced presentation and relationship management skills are essential
* Subject matter expertise in area of focus
* Prior regulatory experience a plus
* Active or inactive regulatory examiner credential a plus
Education:
* Bachelor's/University degree required
* Masters degree preferred
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Job Family Group:
Risk Management
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Job Family:
Model Validation
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Time Type:
Full time
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Primary Location:
Chicago Illinois United States
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Primary Location Full Time Salary Range:
$125,760.00 - $188,640.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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Most Relevant Skills
Analytical Thinking, Business Acumen, Credible Challenge, Data Analysis, Governance, Policy and Procedure, Policy and Regulation, Risk Controls and Monitors, Risk Identification and Assessment, Statistics.
* -----------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
* -----------------------------------------------------
Anticipated Posting Close Date:
Dec 27, 2025
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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.
Analyst Operations - Equipment Leasing - Rosemont, IL
Wintrust Financial job in Rosemont, IL
Wintrust Asset Finance is an equipment-focused financing group that offers sophisticated loan and lease products to commercial companies throughout the country in a wide range of industries, including transportation, construction, manufacturing, energy services, aviation, and turn-key property, plant, and equipment, among others. Wintrust Asset Finance is an affiliate of Wintrust, a financial services company with more than $66 billion in assets.
Wintrust Equipment Finance, a division of Wintrust Asset Finance Inc. (WAF), an affiliate of Wintrust Financial Corporation, is looking for a candidate for Documentation Operations Analyst specializing in direct and indirect originations primarily via equipment lease/loan financing and lease debt discounting transactions. This position will have active involvement in the growth of equipment leasing and loan arm of the bank, for both direct and indirect originations. WAF provides sophisticated finance and lease products (including equipment leases and equipment loans) to commercial enterprises throughout the United States in a wide range of industries. Wintrust Financial Corporation is a financial services holding company based in Rosemont, Illinois, with assets above $50 billion and provides community-oriented, personal and commercial banking services to customers located in the greater Chicago, Illinois and southern Wisconsin metropolitan areas through its 16 wholly owned banking subsidiaries. Wintrust Equipment Finance direct originations provides equipment financing solutions for companies in Illinois, Indiana, and Wisconsin with typical transaction sizes of $500,000 to $10 million, while the indirect originations targets upper middle market through investment grade companies ranging from $150,000 to $10 million on a per schedule basis, done either one off or under guidance lines.
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
Family-friendly work hours
With 200+ community bank locations, we offer opportunities to grow and develop in your career
Promote from within culture
Why join this team?
We have a culture that encourages an entrepreneurial spirit
We offer multiple opportunities for development and upward mobility
What You'll Do
Responsible for the review and understanding of lease and loan documentation as well as document packet preparation and to assist with negotiation and redlining of documents as needed
Assist with the day to day activities of the Operations Department including funding, preparation of booking packets for accurate booking into portfolio systems (FIS and InfoLease), lien perfection and servicing of equipment loans and leases for our direct and indirect originations portfolio.
Assist with customer invoicing, posting of customer payments, including ACH processing and delinquency monitoring.
Assist with processing modification requests and/or contract changes as well as review of such changes in our system of record (currently Infolease and FIS)
Responsible for ordering Uniform Commercial Code “UCC” searches, preparing UCC filings, and completing motor vehicle title paperwork as needed to ensure perfection of security interests on portfolio.
Assist with maintaining insurance coverage for portfolio and tracking renewals.
Assist with maintenance of loan and lease documentation and scanning of documents into records management systems.
Assist in distribution of data and reports provided to internal management as well as required data for internal and external auditors.
Ensure compliance with departmental policies and procedures.
Qualifications
5+ years knowledge and experience of loan and lease documentation and perfection, with respect to direct and indirect originations (5+ years)
Processing loan or leasing documentation experience required.
Prior bank, finance or leasing company experience in documentation, operations or credit administration preferred
Excellent customer service skills and the ability to interact with customers, lessor's, vendors, and all levels of management
Ability to handle multiple tasks and accept change willingly
Attention to detail with a strong work ethic and willing to take initiative.
Effective written and verbal communication and interpersonal skills needed to work with all levels of management and customers
Proficient with MS Excel as well as experience with other MS Office products.
Bachelor's degree or some college preferred
Experience with Salesforce and loan/lease origination platforms a plus
Knowledge of portfolio accounting systems such as InfoLease, FIS or ACBS a plus
Knowledge of loan and lease pricing software such as TValue and SuperTrump 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 $50,000 - $65,000 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
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-ApplyInvestment Banking Vice President - Financial Services - Insurance
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 experienced Vice President to join the top-ranked Insurance Investment Banking Group's team of 33 professionals across New York City and Chicago.
The Insurance Investment Banking Group is an industry powerhouse. We provide sophisticated and highly differentiated financial advisory and capital raising services to insurance services firms (distributions, claims and other services) and insurance underwriters. Our clients also include some of the largest and most sophisticated financial sponsors, pension funds and sovereign wealth funds. We are a trusted advisor to our clients, assisting them in developing and accessing alternatives to meet their strategic objectives.
Attracting only the very best professionals has been and will continue to be a key element of our success. We are focused on hiring candidates with genuine potential and interest for advancement within our firm. A successful candidate will possess the following characteristics:
* Bachelor's degree and 5+ years of investment banking experience; MBA degree and 3+ years of investment banking experience
* Meaningful M&A transaction experience, particularly in sell-side M&A and the insurance industry
* Ability to lead junior bankers throughout a transaction; includes reviewing work, setting expectations and providing constructive feedback
* Business writing skills, including the ability to write compelling selling memorandums and presentations
* Analytical and financial modeling skills
* Client management skills
* Ability to build relationships and establish trust with internal and external stakeholders
* Exceptional work ethic and a high level of enthusiasm, initiative and leadership potential
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.
Our investment banking clients have access to unparalleled guidance through our deep product and sector expertise and ready access to global capital. We take pride in providing our clients with thoughtful advice and diligent execution, no matter the economic environment. Our investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. We offer in-depth knowledge and industry relationships in our core sectors of chemicals, consumer, diversified industrials & services, energy & power, financial services, healthcare and technology. Learn more about our investment banking 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 and well-being. Learn more about our benefits program and how we are here for our employees and their families today, tomorrow and beyond.
The anticipated starting salary for individuals expressing interest in this position is $250,000 per year. Placement within this range is dependent upon level of experience, location and other factors. 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.
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.
* LI-BSL1
Auto-ApplyLoan Originator Assistant - (North Region IL & WI)
Wintrust Financial Corp job in Algonquin, IL
Wintrust Mortgage was founded in 1981 to help customers achieve the American dream of homeownership and has since successfully navigated the ever-changing real estate market. As a full-service, federally chartered lender with offices located across the country, we're dedicated to providing customers with a wide range of mortgage products and have the capability to lend in all 50 states. To complement the basic conventional, FHA, and VA loan programs, we are uniquely positioned to meet the needs of the continually evolving market. Wintrust Mortgage is part of Wintrust, a financial services company with more than $66 billion in assets.
Why join us?
* An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 9 years) and Employee Recommended award by the Globe & Mail (past 6 years)
* Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few
* Family-friendly work hours
* With 175+ community bank locations, we offer opportunities to grow and develop in your career
* Promote from within culture
Why join this team?
* We have a culture that encourages an entrepreneurial spirit
* We offer multiple opportunities for development and upward mobility
As a Loan Originator Assistant, responsibilities include:
* Assist in the origination, processing, and closing of loans.
* Monitor the status of each file and ensure accurate and efficient processing through closing to include guideline research.
* Review files to ensure completeness, accuracy, and compliance.
* Work with internal and external customers.
* Reach out to referral sources (attorneys, agents, etc.) on the Loan Officer's behalf.
* Assist in marketing the Loan Officer's services to new prospective referral partners, by utilizing marketing materials.
* Manage day-to-day transactions and relationships with customers and vendors.
* Meet with potential borrowers to analyze financial situation and needs for purchase or refinance, gather necessary documentation for the loan process, etc.
* Provide necessary documentation to processing and underwriting departments to ensure timely loan closings.
* Must have a working knowledge of mortgage loans and or/loan procedures.
* Other duties as assigned.
Job Requirements:
* Must have excellent multi-tasking, interpersonal, organizational, communication (both written and oral), and telephone etiquette skills.
* Must be a self-starter, motivated, energetic, with excellent time-management skills.
* Ability to work independently and take direction.
* Updated and Current knowledge of Fannie/Freddie guidelines.
* Must possess a working knowledge of computers to include MS Word, Excel, and Internet.
* Minimum of 3-5 years (current) mortgage banking experience or related experience in sales/marketing.
* Encompass experience 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 minimum estimated hourly rate for this role is $15.00, along with eligibility to earn monthly commissions. Actual pay rate may vary based on several factors, such as a candidate's location, qualifications, skills, and experience.
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-ApplySenior Associate - Operations
Wintrust Financial job in Chicago, IL
Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC, Wintrust Private Trust., Great Lakes Advisors LLC, and The Chicago Deferred Exchange Company LLC, we offer comprehensive wealth management solutions, including investment, trust, and asset management services. Wintrust Wealth Management is a division of Wintrust, a financial services company with more than $66 billion in assets.
Why join us?
An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 9 years) and Employee Recommended award by the Globe & Mail (past 6 years)
Competitive pay and 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 175+ community bank locations, we offer opportunities to grow and develop in your career
Promote from within culture
Position Overview:
This role will play a critical part in supporting the daily operational needs of the firm's investment management activities. This position serves as a central point of coordination between investment teams, custodians, administrators, and internal departments such as compliance, client service, and finance. Responsibilities span across trade support, account reconciliation, performance calculation and reporting, data management, billing, and process optimization.
What you'll do:
Maintain accurate records of portfolio data in portfolio management accounting system including daily reconciliation, trade affirmation/settlement, security setup, pricing/account valuation, corporate actions, system automation, data workflow/custom reporting (SSRS).
Liaise with custodians, brokers, and internal teams to resolve reconciliation issues, trade discrepancies, or settlement issues.
Calculate and review investment performance at the portfolio, composite, and product levels on a daily, monthly, and quarterly basis.
Support the firm's GIPS compliance and composite maintenance.
Monitor various reports and client account activity to ensure accuracy and identify any data quality issues.
Collaborate with portfolio managers, client service, and marketing teams to provide timely performance data for client reports, RFPs, and marketing materials.
Work closely with various internal groups to identify operational inefficiencies and assist with development and implementation of operational workflow improvements, maintaining documented procedures for all.
Assist with ad hoc reporting requests, audits, and internal/external data inquiries.
Contribute to operational projects related to data automation, system enhancements, and reporting infrastructure.
Coordination with and oversight of outsourced vendors to ensure consistent service and data delivery
Qualifications:
Bachelor's degree in business, economics, finance, or related field required.
2-5 years of experience in an operations or performance reporting role within asset management or financial services.
Ability to coordinate and liaise with executive management, investment teams, trading, sales and service teams, and vendors on operational concerns
Proficiency in Microsoft Excel (advanced functions), experience in performance and investment operation systems (Advent, Bloomberg, FactSet, Morningstar) preferred.
Strong understanding of investment products (equities, fixed income, multi-asset) and performance/attribution concepts.
Familiarity with GIPS standards and composite construction.
Exceptional verbal and written skills; detail-oriented and strong problem-solving and analytical skills.
Ability to work independently and collaboratively across teams.
Strong written and verbal communication skills.
Benefits:
Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance
Compensation:
The estimated salary range for this role is $70,000 - $90,000, 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
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-ApplyRelationship Manager, Business Banking - AVP / VP
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.”
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
Promote from within culture
The Relationship Manager, Business Banking is responsible for the acquisition, retention and expansion of new and existing loans, deposit, and treasury relationships. This role will cover the Lincoln Park, Wrigleyville and Roscoe Village neighborhoods.
What You'll Do
Responsible for annual goals tied to loan and deposit volume, cross-sales, call planning/prospecting and fee income generation
Manage and grow existing customer relationships with businesses that generally have up to $25M in revenue
Negotiate proper loan structure and effectively cross-sell products
Maintain properly documented files, manage renewals and collection efforts on past dues and defaulted loans
Build and manage a professional network of COI's and referral sources
Maintain a stable network of prospective customers with a consistent approach to calling
Work closely with internal partners to generate internal referrals as wells as developing an external network of centers of influence
Qualifications
Bachelor's Degree in finance, business or accounting or related field
Completion of formal Bank Credit Training program preferred but not required
Minimum 5 years of credit and lending experience combined
Prior B2B, business banking, or consultative outside sales experience in financial services
Excellent verbal and written communications skills
Strong interpersonal skills with a proven ability establishing client relationships
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 $85,000-$132,000, 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-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.
Auto-ApplyPart Time Teller - Hoffman Estates
Wintrust Financial job in Hoffman Estates, 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 Part-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 (for eligible employees) 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 up to 50 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-ApplyEquity 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-ApplyIT Auditor II
Wintrust Financial 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 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-JB1
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-ApplyCredit Analyst
Wintrust Financial job in Northfield, 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 12 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
The Credit Analyst works 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.
What You'll Do
Analysis of increasingly complex commercial credit requests including credit and financial information of business and individuals to determine the degree of risk associated with the extension of credit
Prepare and conduct Credit Approval Presentations (“CAPs”) including summarizing and reporting trends and presentation to Bank's Credit Committees
Manage due diligence and loan documentation efforts including collateral analysis of current and prospective customers
Responsible for loan monitoring and testing requirements
Assist in the closing of loans and reviewing and maintaining credit files and compliance reviews
Qualifications
Bachelor's degree with a business, finance, or accounting major
Up to 3 years' credit analysis or underwriting experience preferably within the business banking or commercial space
Excellent verbal and written communication skills
Strong analytical, organizational and time management skills
Employee is expected have a basic knowledge of commercial loan documentation, market and industry risks, and regulatory requirements
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.
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-Apply