Client Support Professional at Wintrust Financial Corporation in Lake Forest, Illinois

Posted in General Business 11 days ago.

Type: Full-Time

Job Description:

The Commercial Client Support Professional is responsible for the customer experience by providing support to Commercial clients and serving as a liaison between the lenders and internal Bank departments such as Loan and Deposit Operations. Primary role of providing administrative support to Relationship Managers within the Commercial portfolio hub charters.

Primary Responsibilities include:

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.

  • Troubleshoot and investigate customer issues and onboard new clients.
  • Assisting with due diligence for commercial/real estate loans.
  • Assist in facilitating loan closings and opening deposit accounts.
  • Work with specialists as needed to support cross-sell opportunities.
  • Promote a customer service environment.
  • Understanding and adhering to Credit/Bank policies and procedures.

Additional Responsibilities:

  • Provide assistance if necessary in preparing loan reports for Credit Committee / Board of Directors.
  • Assistance with loan file exception monitoring and tracking.
  • Assist with compiling requested items during internal/external exams.
  • Process payment invoices through Concur.
  • Completing all required compliance training in a timely manner.
  • Performing other duties as necessary to support the goals and objectives of the Bank.

Founded in 1991 with the idea to be the alternative to the big banks, Wintrust has since grown into a financial services company with more than $45 billion in assets, headquartered in Rosemont, Illinois. Through our multiple companies and divisions, we provide traditional community banking and commercial banking services, wealth management solutions, commercial and life insurance premium financing, mortgage origination, and short-term accounts receivable financing and certain administrative services, such as data processing of payrolls, billing, and treasury management services. We provide community-oriented personal and business banking services to customers located in the greater Chicagoland area, northwest Indiana, and southern Wisconsin through more than 175 community bank locations.


  • 5-7 years in financial services industry experience, with a working knowledge of commercial banking environment, products and supporting processes and technology.
  • Strong organizational and time management skills and ability to prioritize work flow.
  • Knowledge of commercial loan documentation.
  • Commercial experience is preferred.
  • Good communication skills, both verbally and written.
  • Excellent interpersonal skills.
  • Proficiency in Microsoft Office products - Outlook/Word/Excel.
  • Ability to work under limited supervision.
  • High school diploma (bachelors is preferred).

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.