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Wintrust Financial jobs in Elgin, IL - 318 jobs

  • Teller Supervisor - Northbrook, IL

    Wintrust Financial 4.9company rating

    Wintrust Financial job in Northbrook, IL

    Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.” Wintrust was founded with the idea to be the alternative to the big banks. We are looking for top talent to join us as a full-time Teller Supervisor! Why join us? An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 12 years) and Employee Recommended award by the Globe & Mail (past 6 years) Competitive pay and annual discretionary bonus eligible Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few Family-friendly work hours With 200+ community bank locations, we offer opportunities to grow and develop in your career Promote from within culture What you'll do: The Teller Supervisor is responsible for the supervision of teller staff and all branch functions associated with processing customer transactions and providing routine banking services. This position requires strong leadership, organizational, and communication skills to motivate staff and effectively organize and delegate duties among the teller staff. Responsibilities include: Operate a teller drawer to serve customers in lobby or drive up Recognize potential cross-sell opportunities and direct customers to appropriate bank personnel Take a proactive approach to solving operational issues and make approvals/exceptions to policy as needed Recognize and report potential fraud to management. Ensure compliance of all department, bank and regulatory policies and procedures are followed to maintain safety of customers and employees Perform routine monthly audits and daily/monthly sales tracking Participates in hiring, onboarding, training and ongoing development of teller staff including performance reviews Uphold established Wintrust culture by providing best-in-class customer service and participating in community events Qualifications: Previous teller experience required 3-5 years of supervisory experience preferred, preferably within a financial institution Excellent customer service and communication skills High school diploma or GED required Travel between branches may be necessary Ability to lift 30 lbs Ability to stand for long periods of time Benefits: Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance Compensation: The estimated hourly rate for this role is $22 - $24, along with eligibility to earn an annual bonus. Actual pay rate may vary based on several factors, such as a candidate's qualifications, skills, and experience. #LI-ONSITE From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
    $22-24 hourly Auto-Apply 22d ago
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  • Advanced Application Specialist

    Wintrust Financial 4.9company rating

    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 The Advanced Application Specialist is a mid-level position and serves as a subject matter contributor across the business domains they support. They are accountable for ensuring the day to day operations of the systems under their charge and for supporting and implementing change and configuration management, including testing and defect management relating to new product implementations, development releases, upgrades, patches, and other system maintenance as required. Application Specialists will work closely with Business resources and stakeholders, internal Technology teams, and various vendors and third-party consultants and implementers. They must understand their application's interdependencies with other applications and infrastructure both internally and outside the corporate network. Ongoing knowledge of current and changing business and technological environments, trends and strategy is important to success. This position will also support acquisition and conversion activities related to their business domains. What You'll Do Handling of day-to-day workflow (monitoring ticket system, e-mail, daily tasks, ongoing training) Level 1 and Level 2 support and troubleshooting of complex issues Support project activities including data mapping, completion of complex translation tables, reviewing conversion balancing and reconciliation reports, implementation of a new application, system functionality or integration Supporting change management and product/project implementation Supporting line of business process improvement and efficiency initiatives Provide leadership, mentoring and training, and develop best practice process and procedures Technical Application(s) Ownership including evaluating new releases/functionality and monitoring application roadmaps and support bulletins Qualifications 3-5 years of relevant experience with an emphasis on applications implementation, testing, maintenance, configuration, and support Advanced understanding of how to troubleshoot application/system performance Experience building workflow and business process maps required Experience with system testing including creation of a test plan and documentation of results 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 $85,000.00 - $110,000.00, 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. #LI-JB1 #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.
    $85k-110k yearly Auto-Apply 13d ago
  • IB Associate: Services & Industrials (Chicago)

    Piper Sandler & Co 4.8company rating

    Chicago, IL job

    A leading investment bank in Chicago is seeking an experienced Investment Banking Associate to join their Services & Industrials team. This role involves financial analysis, M&A execution, and fostering relationships within an inclusive environment. The candidate should have a bachelor's degree and 2+ years of relevant experience. The position offers a competitive salary range of $135,000 - $225,000 with additional incentive compensation. #J-18808-Ljbffr
    $38k-51k yearly est. 5d ago
  • Portfolio Relationship Manager - Data Centers

    Associated Bank-Corp 4.6company rating

    Chicago, IL job

    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. Drive Strategic Lending & Build High-Impact Relationships Are you ready to take ownership of a growing portfolio and play a critical role in shaping the success of high-profile data center transactions? As a Portfolio Relationship Manager, you'll be at the forefront of our lending operations, working directly with top-tier sponsors, financial institutions, and internal teams to drive deal execution, underwriting, and portfolio growth. In this role, you'll do more than just manage loans-you'll be a key partner in sourcing new transactions, negotiating complex credit structures, and ensuring seamless execution from origination to funding. You'll also lead a team of talented portfolio managers, mentoring and shaping the next generation of financial professionals. What You'll Do: * Be a Dealmaker - Partner with the Group Leader to source, structure, and execute new lending opportunities with sponsors and financial institutions. * Own the Credit Process - Lead the underwriting and credit approval process, ensuring transactions align with our strategic goals and risk framework. * Manage High-Value Portfolios - Oversee existing and new transactions, handling loan modifications, compliance tracking, legal documentation, and financial analysis. * Build Key Relationships - Act as the central point of contact for borrowers, sponsors, legal advisors, risk teams, and internal stakeholders, ensuring a seamless lending experience. * Lead & Develop Talent - Manage a team of portfolio managers, providing mentorship, training, and oversight to drive operational excellence and career growth. * Navigate Complex Deals - Leverage your deep industry knowledge to navigate credit structuring, due diligence, and market trends in the data center financing space. What You Bring: * 4+years of experience in credit underwriting, financial analysis, and portfolio management. * 2+ years of strong industry knowledge in data centers, infrastructure, or commercial lending. * 2+ years of expertise in financial modeling, risk assessment, and loan structuring. * 2+ years of proven ability to manage client relationships and negotiate deal terms. * 4+ years of advanced skills in Microsoft Suite (Excel, PowerPoint, Outlook, Word, Access). * 2+ years of formal credit training (preferred), but strong analytical and structuring skills are key. * Bachelor's degree Business, Finance, Accounting, Economics or other related discipline, or equivalent related experience required. Why Join Us? * High-Impact Role - Be at the center of complex, high-value transactions with direct visibility from leadership. * Growth & Leadership - Take ownership of your portfolio while mentoring a team and shaping the future of our lending operations. * Collaborative Culture - Work alongside top-tier professionals in a fast-paced, team-driven environment. * Exciting Industry - Play a pivotal role in financing the infrastructure that powers the digital world. If you're a strategic thinker who thrives on structuring deals, building relationships, and leading teams, we want to hear from you. Apply now and take your career to the next level! 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,anemployee stock purchase plan, military benefits and much more. Personal banking, loan, investmentand 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,LinkedInandX. 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 you need an accommodation at any time during the process. Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish. Associated Bank is Pay Transparencycompliant. 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. $118,860.00 - $203,760.00 per year
    $63k-87k yearly est. 2d ago
  • Loan Administrator - CRE - Construction

    Associated Bank-Corp 4.6company rating

    Chicago, IL job

    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. Join Associated Bank's Commercial Real Estate (CRE) team. The Commercial Loan Administrator is responsible for facilitating the construction loan monitoring process within the Commercial Real Estate division. Their role ensures compliance with internal policies, regulatory standards, and operational procedures while maintaining data integrity and supporting the deal team and borrower throughout the loan lifecycle. Key Accountabilities Coordinate and oversee the construction loan monitoring process, ensuring timely, compliant, and accurate execution of borrower advances . Collaborate with Commercial Loan Services, Syndications, agent and member banks, title companies, inspecting architects and other stakeholders to resolve deal -related issues. Manage borrower communication and provide superior customer service to internal deal teams and borrowers throughout the construction draw process. Ensure compliance with Standard Operating Procedures (SOP), Loan Policy, regulatory requirements, and internal standard. Monitor and verify third-party reports, construction documentation and state lien law requirements for title practices and due diligence. Process construction loan draws, review due diligence, and confirm all post-closing and insurance items are satisfied before funding. Maintain data integrity across systems and documentation; identify and resolve internal issues proactively. Support syndication activities by managing loan documentation, timing, and funding when Associated Bank acts as Administrative Agent. Education & Experience Required: Bachelor's degree or equivalent combination of education and experience in Business, Finance, or Accounting. 3+ years customer service experience in a professional office setting. 3+ years experience in commercial or CRE finance, legal documentation, accounting, or data systems. Preferred: 3+ years experience in loan administration, including construction loan monitoring and/or loan closing. 3+ years experience reviewing and analyzing credit and loan documents. 3+ years commercial real estate due diligence review experience. Why You'll Love Working Here At Associated Bank, you'll join a team that values collaboration, accountability, and continuous learning. We invest in your professional growth and provide opportunities to make a meaningful impact on clients and communities. Apply today to make an impact and build your career with us. 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,anemployee stock purchase plan, military benefits and much more. Personal banking, loan, investmentand 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,LinkedInandX. 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 you need an accommodation at any time during the process. Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish. Associated Bank is Pay Transparencycompliant. 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. $23.16 - $39.70 per hour
    $23.2-39.7 hourly 2d ago
  • Banker

    Associated Bank-Corp 4.6company rating

    Glenview, IL job

    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,anemployee stock purchase plan, military benefits and much more. Personal banking, loan, investmentand 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,LinkedInandX. 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 you need an accommodation at any time during the process. Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish. Associated Bank is Pay Transparencycompliant. 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 - $28.96 per hour
    $17-29 hourly 2d ago
  • Equity Research Associate - Semiconductors

    Piper Sandler Companies 4.8company rating

    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
    $75k-125k yearly Auto-Apply 51d ago
  • Portfolio Manager II

    City National Bank 4.9company rating

    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. \#LI-JO1 \#GD-JO \#CA-JO
    $48.7-82.9 hourly 60d+ ago
  • Advanced IT Change Management Coordinator

    Wintrust Financial 4.9company rating

    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. #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.
    $71k-92k yearly Auto-Apply 48d ago
  • Program Management Sr. Manager - Vice President

    Citigroup 4.6company rating

    Schaumburg, IL job

    The Program Management Sr. Manager accomplishes results through the management of professional team(s) and department(s). Integrates subject matter and industry expertise within a defined area. Contributes to standards around which others will operate. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the entire function. Requires basic commercial awareness. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Has responsibility for volume, quality, timeliness and delivery of end results of an area. May have responsibility for planning, budgeting and policy formulation within area of expertise. Involved in short-term planning resource planning. Full management responsibility of a team, which may include management of people, budget and planning, to include duties such as performance evaluation, compensation, hiring, disciplinary and terminations and may include budget approval. **Responsibilities:** + Collaborates with Group Manager, business requestors, and team members to manage marketing campaign assignments. Provides day-to-day oversight and support for team members to ensure resources are balanced and appropriate to meet demand. As needed, maintains campaign oversight and management functions while driving toward campaign efficiencies, governance, and process adherence. Identifies process opportunities. + Mentor team members and provide support and guidance specific to individual development plans + Partners with group manager, business requestors and cross-functional teams to oversee execution plans to drive business results, ensuring controls and compliance. + Identify program requirements, activities and manage implementation of projects as assigned, working with appropriate cross-functional teams to execute. + Influence team members regarding efficiency and feasibility; recommend improvements to program design or production alternatives for more efficient use of marketing dollars. Provide thought leadership and direction to functional groups. + Ensure programs are managed through completion on time and within budget. + Collaborate with stakeholders and cross functional teams (requires ability to liaise with internal and external partners and/or vendors) to launch campaigns and projects as expected, with high degree of quality, within regulatory guidelines and achieving desired results. + Works directly with marketing partners, financial teams and team members to understand program and project budget requirements. + Represent business as needed for governance and audit reviews. + Appropriately assess risk when business decisions are made, demonstrating particular 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards. **Qualifications:** + 6-10 years of experience + Experience in the credit card/financial services industry and Marketing preferred; i.e. customer acquisition, existing customer marketing campaigns, product upgrades, program launches. + People management experience highly desirable. + Advanced program management skills with focus on translating program needs into requirements and timelines, and ability to manage self and team members to drive execution and delivery against program objectives. + Demonstrated ability to succeed in a fast-paced, rapidly changing, matrixed business environment. + Ability to manage high-capacity workload and effectively plan, prioritize, assign and complete projects on time. + Exceptional communication skills (verbal and written); able to articulate needs and influence based on the message versus relying on authority. + Ability to think strategically, continuously looking for opportunities and efficiencies to meet evolving business needs. + Excellent attention to detail; understanding of core marketing principles. + Knowledge of automated solutions and agile marketing techniques to facilitate accelerated marketing timelines is highly desirable. **Education:** + Bachelor's/University degree, Master's degree preferred This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. ------------------------------------------------------ **Job Family Group:** Marketing ------------------------------------------------------ **Job Family:** Marketing Program Management ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Schaumburg Illinois United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $114,720.00 - $172,080.00 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. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Jan 12, 2026 ------------------------------------------------------ _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._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
    $114.7k-172.1k yearly 40d ago
  • IT Senior Auditor

    Wintrust Financial 4.9company rating

    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 11 years) and Employee Recommended award by the Globe & Mail (past 6 years) Competitive pay and 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 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 required to banking and non-banking locations in and outside of Rosemont (Less than 10%) An entrepreneurial culture with opportunity for growth Position Summary Internal Audit at Wintrust Financial Corporation offers independent/objective assurance and subject matter expertise as a trusted business partner to our internal and external stakeholders. The Senior IS Auditor II will play a key role in helping the team meet the strategic objectives, mission, and vision of the Company's value-add focused Internal Audit function. This role will be focused on assisting in the development and execution of the internal audit plan related primarily to Information Security. Team members are encouraged to think creatively, challenge current processes, build relationships, identify and evaluate emerging risks, and hold themselves and teammates accountable in a flexible yet delivery driven environment. The position will contribute to a collaborative environment and is responsible for the delivery of Information Security focused audit engagements and consultative activities. What You'll Do Assist and execute operational Information Security focused risk-based audits to assess control design and operating effectiveness. Demonstrate strong project management skills by utilizing and organized milestone driven audit approach Assist in the development of audit programs and testing procedures relevant to risk and test objectives in the IS space. Present audit scope and results to senior audit leadership and audit stakeholders. Ensure timely validation of remediation action for audit findings. Participate in the annual audit plan development, including the annual risk assessment, in collaboration with senior audit leadership. Assist in training and developing junior audit team members. Qualifications Bachelor's degree from accredited college or university in Cybersecurity, Information Systems, Information technology, Business, data science/analytics or related field CISA, CISSP, CISM, CCSP, CEH or comparable certification required Minimum of 4-7 years in cybersecurity, IT audit, IT, IS and/or a related field and 1+ years of experience with either supervising teams or project management Strong grasp of basic cybersecurity and technology concepts (infrastructure, applications, cloud architecture and security, engineering etc.) as well as knowledge of IT and cyber auditing processes/procedures Knowledge of Cybersecurity and IT frameworks, e.g., NIST 800-53, NIST CSF,COBIT, ISO 27001/2, CIS, OWASP, MITRE ATT&CK 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 $85,000.00 - $110,000.00, 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. #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.
    $85k-110k yearly Auto-Apply 60d+ ago
  • Loan Processing Specialist Interm

    Wintrust Financial 4.9company rating

    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.
    $50k-65k yearly Auto-Apply 36d ago
  • Commercial Bank - Cash Management Sales Officer, Vice President

    Citigroup Inc. 4.6company rating

    Chicago, IL job

    Citi Commercial Bank | Business Development Specialist, VP The Cash Product Salesperson is a driven professional role, who will lead treasury opportunities, with a focus on new client acquisition across all industry verticals. Given that our business continues to grow exponentially, this role is integral to both executing on the strategy to both grow our existing client base wallet share but also acquire new clients in a rapid fashion. This person will be seen as a subject matter expert for full suite of Treasury Solutions (Cash, Cards, Trade) across all industry segments within the North American Commercial Bank and will be expected to attend pipeline meetings for the Sales organization, providing input from their own perspective on any current opportunities. This also extends to presenting best practices and sales disciplines, not just in the Cash Sales Team but in front of the wider CCB Banking community, as well as applicable partners. This role will be expected to integrate subject matter and industry expertise across all relevant sectors, including disrupter verticals in the early-stage company life cycle. Requiring 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. Must be able to demonstrate strong communication and diplomacy skills, especially at points of escalation. 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: * Interface with a prospective client to develop an understanding of their operating procedures, organization structures and needs, in order to identify and propose the optimal Citi solutions * A key player in partnerships with Sales and Coverage partners, focusing on revenue expansion and revenue realization through cross sell opportunities * Identify and coordinate new cross-sell opportunities with Coverage Partners * Build effective network working closely with overseas Citibank branches * Responsible for monthly win/loss analysis ensuring MIS systems * Be part of a culture of responsible finance, good governance and supervision, expense discipline and ethics * Be responsible for an individual win goal in excess of >$2Million annually * Ability to articulate complex ideas and analytics in succinct and easy to grasp form as well as conceptual framework creation * Established or understanding of innovations and disruptive technologies in the corporate treasury space * Deep understanding of client trends in liquidity, payments, working capital, risk management and treasury technology, and distill them for mass consumption and direct business impact * Strong knowledge of the TTS and CCB cash management business, revenue drivers, and products * Proven abilities to focus resources and leverage data and analysis to drive towards business objectives * Desire to challenge the conventional, own a problem, bring others onboard, and drive the firm to creating solutions * Strong self-motivation and ability to gather consensus on priorities and drive initiatives Qualifications * 5 years of relevant Treasury Services experience * Proven track record of successful client-focused activity and ability to design best in class Treasury proposals * Strong Relationship and Client management * Strong problem solving and excellent interpersonal skills * Committed, trusted team player * High energy with strong initiative * Efficient time management and organizational skills * Excellent communication and influencing skills. * Strong analytical and problem-solving skills. * Keen abilities in delivering presentations and other forms of verbal and written communication including ways to leverage virtual communities, social media, surveys, etc. * Proficient in PowerPoint, Excel and analytical skills required * Education: Bachelor's degree, Master's a plus This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. * ----------------------------------------------------- Job Family Group: Commercial and Business Sales * ----------------------------------------------------- Job Family: Commercial Product Sales * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: Chicago Illinois United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $114,720.00 - $172,080.00 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. * ----------------------------------------------------- Most Relevant Skills Please see the requirements listed above. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Jan 16, 2026 * ----------------------------------------------------- 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.
    $114.7k-172.1k yearly 8d ago
  • Senior Associate - Operations

    Wintrust Financial 4.9company rating

    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.
    $70k-90k yearly Auto-Apply 60d+ ago
  • CRA Loan Specialist

    Fifth Third Bank, N.A 4.6company rating

    Rolling Meadows, IL job

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Performs a wide range of duties relating to the origination of residential 1st mortgage loans for branch offices and outside referrals. Meets standards and objectives defined by management for mortgage loan sales and cross-selling objectives. Focuses on selling CRA products and services, targeting low to moderate-income individuals and areas, as well as non-profit organizations. Assumes overall responsibility for the residential mortgage loan from application to closing. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: + Develop CRA prospects & referral contacts (realtors, builders, professional and personal contacts). + Maintain knowledge of Fifth Third Mortgage Company's policies and procedures. + Maintain knowledge of available loan products, processing procedures, and underwriting and general departmental guidelines. + Conduct and coordinate homebuyer-training seminars for CRA potential applicants. + Handle employee loans and participate in appropriate Fifth Third-coordinated functions to promote employee loans. + Follow defined protocol for escalation of exceptions. + Take applicant applications by completing Fannie Mae form 1003 on the laptop. + Utilize the laptop for communication and access of daily rates, applicant credit reports, Loan Prospector responses, and transmitting the loan to LOMAS. + Collect appropriate documentation from each applicant and deliver loan package in the time frames set by management. + Manage pipeline for all originated loans through closing and complete required management reports. + Communicate with applicants and/or referral sources by providing timely updates and progress reports. + Maintain high levels of customer service while managing each applicant*s and support staff*s expectations. + Attend and participate in all Consumer Lending meetings as required by management. + This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). MINIMUM KNOWLEDGE AND SKILLS REQUIRED: + High school diploma or equivalent mandatory. Four-year college degree preferred. + Knowledge of conventional and/or government lending guidelines. + Knowledge of residential mortgage processing, underwriting, and closing procedures. + Knowledge of federal lending regulations governing real estate lending. + Demonstrated organizational skills. + Strong written and verbal communications skills. + Demonstrated teamwork and customer service skills. + Proven computer skills. + Basic sales technique skills. + Strong desire to excel in a competitive environment. + This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. CRA Loan Specialist At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Rolling Meadows, Illinois 60008 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $87k-104k yearly est. 60d+ ago
  • Analyst Operations - Equipment Leasing - Rosemont, IL

    Wintrust Financial 4.9company rating

    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.
    $50k-65k yearly Auto-Apply 60d+ ago
  • Equity Research Associate - Financial Services Group

    Piper Sandler Companies 4.8company rating

    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
    $75k-125k yearly Auto-Apply 51d ago
  • Associate Credit Manager (Team Lead) - Small Business Lending

    Wintrust Financial 4.9company rating

    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.” Background with SBA loans processing/underwriting preferred 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 175+ community bank locations, we offer opportunities to grow and develop in your career Promote from within culture Why join this team? Great opportunity to work in a small business lending segment Opportunity to create value by providing your innovative ideas You come to join focused, highly collaborative team at a great company Position Summary Responsible for Small Business Loans review and underwriting while providing daily direction and support to credit analysts. What You'll Do Credit review and analysis of new and renew small business loans, including but not limited to calculations of business cash flow, personal cash flow, debit service ratios, etc. Present loan decisions in accordance with established procedures and underwriting criteria. Identify alternative financing options for borrowers that do not qualify for their original requests. Apply delegated credit authorities per policies and procedures. Manage, mentor, and coach credit analysts. Provide ongoing training, guidance, and support with day-to-day functions. Ensure staff's adherence to established procedures, as well as maintenance with service level agreements. Make recommendations on an ongoing basis for improvements to workflow. Analyze and review small business loans for completeness and required due diligence completed by credit analysts. Review and approve small business loans up to $50,000. Work closely and provide support to Relationship Managers to help build strong relationships with customers. Qualifications At least 3-5 years of experience supervising the workflow of a team 5-7 years of experience underwriting commercial loans Bachelor's degree or higher Outstanding ability to perform all duties of the small business loans processing, including independent completion of all job responsibilities and tasks is required. Must possess excellent knowledge and understanding of commercial lending, loan terms, and credit underwriting in order to complete credit files and provide direction and support the credit analyst team. Knowledge of SBA loans preferred but not required 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-$110,000, 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.
    $85k-110k yearly Auto-Apply 37d ago
  • Wintrust 2026 Summer Internship - Commercial Banking

    Wintrust Financial 4.9company rating

    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.
    $19 hourly Auto-Apply 60d+ ago
  • Associate Private Banker

    Wintrust 4.9company rating

    Wintrust 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 With 175+ community bank locations, we offer opportunities to grow and develop in your career Promote from within culture Position Overview: The Associate Banker will support a team of bankers in managing client relationships and meeting annual commitment goals by assisting with workflow, deal execution, and portfolio management. This role includes preparing client reviews, coordinating lending, deposit, and investment solutions, and collaborating with internal teams to ensure seamless service delivery. What you'll do: Join bankers on preliminary calls and initial client meetings Collect updated financial documentation from clients Coordinate execution/delivery of loan documents between clients and Wintrust Oversee underwriting process and new credit requests Attend financial planning and portfolio review meetings Manage onboarding process between new clients and servicing team Record meeting minutes and follow-up actions Maintain comprehensive call logs and Salesforce entries Work alongside loan closers and credit analysts on documentation regarding financial reporting, covenants, and loan exceptions Spearhead organization of networking events including mixers and happy hours between COIs, clients, and internal partners Qualifications: Bachelor's Degree required. 1-5 years of experience in banking or financial services, including 1-2 years of lending or underwriting experience Highly proficient in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint). Ability to work within deadlines and prioritize projects. A self-motivated employee and an effective team player. Must have a client-centric mindset, attention to detail, collaboration, discretion and initiative. Good verbal and written communication skills. Benefits: Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance Compensation: The estimated salary range for this role is $71,000. - $92,000., along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills, and experience. #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.
    $71k-92k yearly Auto-Apply 5d ago

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