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

Posted in General Business 30+ days ago.

Type: Full-Time





Job Description:

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.

Position Overview:
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 for 3-5 Lenders with standard portfolios within a specific market.
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 Support Relationship Managers by answering calls, preparing packages, data entry, tracking vendor invoices and gathering information to resolve issues or complete projects.   

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 for 3-5 Lenders with standard portfolios within a specific market. Key Accountabilities:

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.

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

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.





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