SVP Chief Sales Officer at Wintrust Financial Corporation in Irvine, California

Job Description:

Wintrust Asset Finance is an equipment-focused financing group that offers sophisticated loan and lease products to commercial companies throughout the country in a wide range of industries, including transportation, construction, manufacturing, energy services, aviation, and turn-key property, plant, and equipment, among others. Wintrust Asset Finance is an affiliate of Wintrust, a financial services company with more than $45 billion in assets.

ESSENTIAL DUTIES

1. Develops department marketing strategy and plan with key personnel.

2. Creates marketing collateral that supports the objectives of the department.

3. Creates and executes prospecting campaigns targeting our commercial customers.

4. Schedules and coordinates all trade show and conference activities.

5. Develops, builds and maintains customer satisfaction levels through relationship management.

6. Develops, builds and executes surveys to provide consistent feedback of our customers.

7. Coordinates closing and recording of leases with originators.

8. Ensures that all customer service calls, internal and external, are responded to in a timely manner.

9. Provides coverage to team leader as needed.

10. Acts as liaison with lenders, loan accounting officers and specialists, customers and other outside agencies.

11. Ensures compliance with all applicable regulations, policies and procedures.

12. Processes, solves and answers difficult customer transactions, problems or inquiries.

13. Operates computer terminal or personal computer to process account activity, determine balances and resolve problems within given authority.

14. Answers direct, telephonic or email questions from clients and staff and directs callers to proper Bank personnel when necessary.

15. Assumes responsibility for various department functions in the absence of staff members or in overload situations.

16. Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.

17. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.

18. Follows policies and procedures; completes tasks correctly and on time; supports the Bank’s goals and values.

19. May perform additional duties and projects as assigned.

20. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct.

MINIMUM REQUIREMENTS

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.

• Ten or more years of related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of an in-depth background in Administration and documentation and supervisory skills. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be applicable to the financial industry.

• Excellent customer service skills and the ability to interact with all levels of management and all customers.

• Ability to work independently and under pressure of high volumes;

• Excellent oral and written communication and presentation skills;

• Ability to handle multiple tasks and accept change willingly.

• Proficient in MS Office suite.

• Strong relationship development and management skills

• The willingness to support all members of the team

• Advanced knowledge of laws and regulations governing lending including but not limited to fair lending, privacy and RESPA.

• Ability to effectively train and instruct others

• Ability to read, analyze and interpret general business periodicals, professional journals, and technical procedures.

• Excellent organizational and time management skills, with the ability to provide leadership, supervision and training for one or more employees using positive supervisory techniques to ensure maximum productivity; demonstrated ability in organization and delegation skills.

• Intermediate knowledge of human resource and labor laws and policies.

• Intermediate math skills; ability to calculate interest and percentages; balance accounts; add, subtract, multiply and divide, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent.

• Strong verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, train personnel, write correspondence and procedures, speak clearly to customers and employees.

• Initiative to organize various functions necessary to accomplish department or Bank activities; directing junior staff members towards the desired objectives (delegating, motivating, resolving problems).

• Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations.

• Ability to work with minimal or no supervision while performing duties.

ENVIRONMENT, PHYSICAL AND MENTAL DUTY

• The incumbent in the course of performing this position spends time writing, typing, speaking, listening, lifting (up to 10 pounds), carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.


• The incumbent for this position may operate any or all of the following: telephone, copy and fax machines, adding machine (calculator), encoder, typewriter, computer terminal, personal computer and related printers.


• The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.


• 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.


• The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, training, multiple concurrent tasks, and constant interruptions.

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 or any other characteristic protected by law.