Portfolio Analyst/Underwriting Assistant - Menomonee Falls, WI at Wintrust Financial Corporation in Menomonee Falls, Wisconsin

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.

TRICOM is currently looking for a Portfolio Analyst/Underwriter Assistant. This is a great entry-level position with opportunity for advancement.

The Portfolio Analyst monitors, analyzes and protects Tricom’s portfolio of receivable collateral by managing and assisting in the collection of our staffing client’s accounts receivables; while maximizing the accounts receivable performance, minimizing and preventing delinquencies and bad debt write-offs.  This role will also serve as an Underwriter Assistant supporting the Director of Portfolio Management for the business development team.

Responsibilities include:

• Timely, effective and professional client communication and customer accounts receivable collection activities using appropriate persuasion, negotiation, follow-up and problem-solving skills. 




• Assist, educate and guide clients in effective accounts receivables management, trend analysis, collection techniques, Tricom expectations and protocol through appropriate analysis of risk criteria present in the assigned portfolio of accounts receivable.




• Compile required documents and information for client annual contract review. Draft new contracts and/or amendments as direct by the Director of Portfolio Management.




• Pull business and personal credit reports and other required documents to complete loan files in underwriting. Based on underwriting review decisions, draft the appropriate contractual document.




• Review and assemble contract files for completeness, accuracy and compliance standards. Communicate orally and draft concise written communication and loan files using appropriate spelling and grammar

Qualifications:

• 0-3 years of experience in business-to-business accounts receivable collection and or cash application experience preferred




• Prior loan underwriting experienced preferred




• Associates Degree or equivalent




• Advanced computer skills

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.