Wintrust
Client Support Professional Team Lead, Community Advantage
Wintrust, Barrington, Illinois, us, 60011
Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol "WTFC."
Why join us?
An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 years) and Employee Recommended award by the Globe & Mail (past 6 years)
Competitive pay and annual discretionary bonus eligible
Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few
Family-friendly work hours
Promote from within culture
The
Client Support Professional Team Lead, Community Advantage
leads the client support team, ensuring the department is providing exceptional customer service, maintaining an efficient process, and adhering to the standards that the bank has set forth.
What You'll Do
Administer loan activities from advances to pay downs, involving GL tickets, ImageCentre workflows, check issuance, and Property Manager confirmation
Facilitate loan document preparation including drafting and reviewing while engaging Bank's attorney as well as discussing requested revisions with Loan Officer
Complete closing procedures, following with loan closed email and updating information to various reports
Manage monthly invoicing process, including preparing general ledger tickets and processing invoices for reimbursable expenses
Process loan conversions and loan re-amortizations including memo, letter and ImageCentre indexing and ticketing
Collaborate with Loan Ops on new and existing loans, clearing insurance and collateral exceptions
Communicate regularly with Property Managers and Board Members
Follow through with loan denial procedures and monitor default customers, requesting information, calculating delinquencies, and updating memos/letters
Supervise and support the loan processing team
Identify and enhance processes that support the objectives of a business
Collaborate with lending & underwriting team to increase efficiency and analyze business trends
Report to CCO on credit policy exceptions and payment issues on a monthly basis
Qualifications
Bachelor's degree in business, finance, accounting, or related field
Minimum 5 years' loan administration experience, preferably within commercial or business banking
Prior experience leadership experience required
Exceptional verbal and written communication skills
Strong organization skills with the ability to proactively manage and prioritize workflow
Proficient in Microsoft Office along with the technical ability to master other proprietary banking systems; experience with Salesforce, FIS Applications, QuickBooks, DocuSign, and/or nCino is a plus
Illinois Notary 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
Compensation
The estimated salary range for this role is $60,000-$80,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills, and experience.
#LI-AC1
From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
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
Client Support Professional Team Lead, Community Advantage
leads the client support team, ensuring the department is providing exceptional customer service, maintaining an efficient process, and adhering to the standards that the bank has set forth.
What You'll Do
Administer loan activities from advances to pay downs, involving GL tickets, ImageCentre workflows, check issuance, and Property Manager confirmation
Facilitate loan document preparation including drafting and reviewing while engaging Bank's attorney as well as discussing requested revisions with Loan Officer
Complete closing procedures, following with loan closed email and updating information to various reports
Manage monthly invoicing process, including preparing general ledger tickets and processing invoices for reimbursable expenses
Process loan conversions and loan re-amortizations including memo, letter and ImageCentre indexing and ticketing
Collaborate with Loan Ops on new and existing loans, clearing insurance and collateral exceptions
Communicate regularly with Property Managers and Board Members
Follow through with loan denial procedures and monitor default customers, requesting information, calculating delinquencies, and updating memos/letters
Supervise and support the loan processing team
Identify and enhance processes that support the objectives of a business
Collaborate with lending & underwriting team to increase efficiency and analyze business trends
Report to CCO on credit policy exceptions and payment issues on a monthly basis
Qualifications
Bachelor's degree in business, finance, accounting, or related field
Minimum 5 years' loan administration experience, preferably within commercial or business banking
Prior experience leadership experience required
Exceptional verbal and written communication skills
Strong organization skills with the ability to proactively manage and prioritize workflow
Proficient in Microsoft Office along with the technical ability to master other proprietary banking systems; experience with Salesforce, FIS Applications, QuickBooks, DocuSign, and/or nCino is a plus
Illinois Notary 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
Compensation
The estimated salary range for this role is $60,000-$80,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills, and experience.
#LI-AC1
From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.