Credit Services Specialist
Wintrust Financial Corporation is a $66 billion financial institution based in Rosemont, Illinois, providing community and commercial banking, specialty finance, and wealth management services. The Credit Services Specialist will be responsible for processing financial reporting and covenant tracking requests, uploading credit file documents, and providing client support for assigned charters.
Responsibilities
- Responsible for processing financial reporting and covenant tracking requests from the commercial lending teams into the Bank’s monitoring system
- Upload credit file documents to the Bank’s digital file system for Wintrust affiliate bank commercial loan portfolios
- Update the reporting and financial covenant tracking system per line of business (LOB) requests to include both covenant/tracking requirement updates and entity maintenance
- Verify appropriate documentation for updates/maintenance and ensure receipt of appropriate approvals for covenant waivers and modifications
- Interact with LOB to obtain missing or incomplete information
- Upload documents to the digital file system as requested by the LOB to include verification of document type
- Adhere to strict naming conventions and classification guidelines
- Provide client support for assigned charters
- Respond to and troubleshoot internal inquiries and issues
- Assist in special projects as needed
Skills
- High school degree required
- Ability to perform duties with a high degree of accuracy and attention to detail in accordance with established procedures
- 1-3 years' experience general banking experience preferred, commercial lending and loan documentation experience a plus
- Associate's or Bachelor's degree a plus
- Experience with covenant tracking and document imaging applications is a plus
- Experience with ImageCentre/FCM, nCino/Document Manager or Moody's CreditLens is a plus
Benefits
- Medical Insurance
- Dental Vision Life insurance
- Accidental death and dismemberment
- Short-term and long-term Disability Insurance
- Parental Leave
- Employee Assistance Program (EAP)
- Traditional and Roth 401(k) with company match
- Flexible Spending Account (FSA)
- Employee Stock Purchase Plan at 5% discount
- Critical Illness Insurance
- Accident Insurance
- Transportation and Commuting Benefits
- Banking Benefits
- Pet Insurance
Company Overview
Company H1B Sponsorship