This job listing has expired and the position may no longer be open for hire.

Client Support Professional - Franchise Financing - Rosemont, IL at Wintrust Financial Corporation in Rosemont, Illinois

Posted in General Business 30+ days ago.

Type: Full-Time





Job Description:


Responsible for the customer experience by providing high touch support to Commercial clients by serving as a liaison between internal contacts such as Loan Ops, Treasury Management and Deposit Operations. Provides administrative support to Relationship Managers with standard portfolios within a specific market.


  • Ability to complete additional duties assigned.

  • Ability to learn new skills as needed for the completion of tasks.

  • Resolves non-routine problems with specialized knowledge.

  • Responsible for projects with defined scope.

  • Handle daily customer requests via phone and/or system such as account opening, balance inquiries, wire processing. Perform advances, transfers, payoffs and pay downs on loans.

  • Coordinates meetings by preparing reports, pertinent information and schedules guests. Produce reports to participate in pipeline and portfolio management meetings.

  • Support additional team members by answering calls, preparing packages, data entry, tracking vendor invoices and gathering information to resolve issues or complete projects.

  • Coordinate and manage team activities associated with client and prospect events. Manage invitation lists, venues, etc. Assist in all support functions for prospecting efforts.

  • Coordinates the application of loan deposits and disbursement of loan proceeds to ensure.

We provide an engaging, dynamic work environment, an excellent compensation package including 401k, employee stock purchase plan, medical/dental, life insurance and more

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, citizenship status, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran. We request applicants refrain from disclosing current or historical compensation information during the recruitment process; any disclosed detail will not be taken into account as applicants are considered for employment.

For Indeed users, please forward resume to: ADangerfield@wintrust.com

# LI POST


  • 50% Handle daily customer requests via phone and/or system such as account opening, balance inquiries, wire processing. Perform advances, transfers, payoffs and pay downs on loans.

  • 25% Troubleshoot and investigate customer issues and onboard new clients.

  • 25% Support Relationship Managers by answering calls, preparing packages, data entry, tracking vendor invoices and gathering information to resolve issues or complete projects.





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