Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank subsidiaries with over 170 banking locations in the greater Chicago and southern Wisconsin market areas. Additionally, Wintrust operates various non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services and qualified intermediary services for tax-deferred exchanges.
Wintrust Community Advantage is a leading provider of financial services to condominium, townhome, and homeowner associations in the Midwest and Mid-Atlantic United States. Our team of experts has more than 125 combined years of experience and gets to know the unique needs of each association we partner with. We were made to serve community associations. We know this market inside and out because it’s all we do. For more than a decade, we’ve been committed to helping associations reach their financial goals with an unmatched level of service.
Position Summary:
Provide financial services to Community Associations and Property Management Firms. To fully manage a deposit and loan portfolio of credit relationships assigned and obtained through sales and networking activities. Additional duties include financial analysis; underwriting, deal structuring, public speaking, committee participation, group functions, community board meeting attendance and preparation and presentation of internal credit memos.
Essential Duties and Responsibilities:
The following is not intended to be all inclusive but rather a general representation of the basic responsibilities. Other duties may be assigned to meet the ongoing needs of the organization:
Supervisory Responsibilities:
Does not have direct reports, but must be able to mentor and train others, and be comfortable in occasional leadership role.
Knowledge/ Skills/ Abilities Required:
Training/ Education/ Experience Qualifications: (Include licenses and certifications)
Education / Experience
Bachelors Degree in Finance or Business or related field
3 or more years experience in a banking or related environment
Licenses & Certifications
Current driver’s license
Property Management Certifications, if applicable
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to stand, walk and sit. The employee is occasionally required to reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.
Equal Employment Opportunity Policy:
“The management of the bank believes in equal employment opportunity. We strive to select the best qualified person for every position based on merit, qualifications, previous experience and ability to perform the work, without regard to race, color, national origin, ancestry, religion, sex, sexual orientation, marital status, age, physical or mental disability, medical condition, pregnancy, childbirth, veteran status or protected activity (for example, having made a complaint of discrimination) or other characteristic protected by federal, state or local law. Managers and supervisors must ensure that this policy is carried out in all aspects of our operations.”
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.
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