What are the responsibilities and job description for the Senior Client Support Professional position at Wintrust Financial?
Wintrust is a financial holding company with approximately $62 billion in assets whose common stock is traded on the NASDAQ Global Select Market. Guided by its Different Approach, Better Results philosophy, Wintrust offers the sophisticated resources of a large bank while providing a community banking experience to each customer. Wintrust operates more than 200 retail banking locations through 16 community bank subsidiaries in the greater Chicago, southern Wisconsin, west Michigan, northwest Indiana, and southwest Florida market areas. In addition, Wintrust operates various non-bank business units, providing residential mortgage origination, wealth management, commercial and life insurance premium financing, short-term accounts receivable financing / outsourced administrative services to the temporary staffing services industry, and qualified intermediary services for tax-deferred exchanges. Our unique business model is a competitive strength and value driver, powered by our talented colleagues who put our customers first and achieve better results for our clients.
Why join us?
An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 years) and Employee Recommended award by the Globe & Mail (past 6 years)
Competitive pay and annual discretionary bonus eligible
Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few
Family-friendly work hours
Promote from within culture
The Senior Client Support Professional provides high touch support to Commercial clients, ensuring an exceptional customer experience, by serving as a liaison between internal contacts such as Loan Ops, Treasury Management and Deposit Operations.
What You'll Do
Provide administrative support for 3-5 Commercial Lenders with complex portfolios within a specific market
Process daily customer requests via phone and / or system such as account opening, balance inquiries, wire processing, advances, transfers, payoffs and pay downs on loans
Troubleshoot and investigate customer issues and onboard new clients
Support Relationship Managers by answering calls, preparing loan packages, data entry, tracking vendor invoices and gathering information to resolve issues or complete projects
Ensure all regulatory and compliance requirements are met
Work with limited direction, becoming a subject matter expert and provide training and coaching to others in the department to increase overall knowledge, expertise and productivity
Qualifications
Minimum 5 years' C&I or CRE commercial support or commercial loan servicing experience
Deep comprehension of commercial real estate lending including letters of credit, syndicated transactions, borrowing base lending, multi-phased construction, and transactions secured by multiple collateral properties
Strong technical expertise in closing and loan management functions
Demonstrated ability to close commercial real estate loans and manage a commercial real estate loan portfolio
Exceptional customer service skills
Strong verbal and written communication skills
High level of organization and time-management with keen attention to detail and the ability to respond quickly to changes in priorities and tasks
Proficient in MS Office including Excel and Word; familiarity with FIS, Salesforce, and / or ACBS a plus
Knowledge and understanding of various loan documents, banking processing standards, best practices, and audit control procedures
Ability to meet the requirements to be commissioned as a Notary Public
Prior experience in a senior or team lead role is 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
LI-AC1
From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicago's Bank® and Wisconsin's Bank®, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.
