Client Support Professional at Wintrust Financial Corporation in Itasca, Illinois

Job Description:

Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank subsidiaries with over 170 banking locations in the greater Chicago and southern Wisconsin market areas. Additionally, Wintrust operates various non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services and qualified intermediary services for tax-deferred exchanges.

Why join us?

• An award-winning culture!  We are rated a Top Workplace by the Chicago Tribune (past 9 years) and Employee Recommended award by the Globe & Mail (past 6 years)




• Competitive pay and annual discretionary bonus eligible




• Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few




• Family-friendly work hours




• With 175+ community bank locations, we offer opportunities to grow and develop in your career




• Promote from within culture

Why join this team?

• We are a high performing, collaborative, and diverse team focused on growing the business by providing excellent service to clients.




• Our team is focused on growing and learning together.

Client Support Professional:

Responsible for the customer experience by providing high touch support to Commercial clients by serving as a liaison between internal contacts such as Loan Operations, Treasury Management and Deposit Operations. Provides administrative support for Commercial Lenders as CSP workload requires. This position is 100% onsite.

What You Will Be Doing:

• 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. Good understanding of Bank’s Policy and regulatory requirements such as the Patriot Act and Regs E, O, U, etc.




• Troubleshoot and investigate complex or non-standard customer issues and onboard new clients.




• Support Relationship Managers by answering calls, preparing documentation packages, ensuring all vendor invoices are paid in a timely manner and gathering information to resolve issues or complete projects. Responsible for balancing lenders’ loan expense accounts.




• Prepare/complete loan due diligence such as searches, appraisal orders and credit reports, as well as, corporate documents as required.

Qualifications:

• 3-5 years' relevant experience providing customer support and loan support required.




• Must have high level of interpersonal skills to handle sensitive and confidential information. Position continually requires demonstrated poise, tact and diplomacy.




• Some analytical ability is required in order to gather and summarize data for reports, find solutions to various customer issues, and prioritize work.




• Work requires continual attention to detail in composing, typing and proofing materials, establishing priorities and meeting deadlines.




• Knowledge of consumer and commercial lending business and an excellent command of the English language.




• Knowledge of banking concepts, practices, and procedures especially as it relates to consumer and commercial lending.




• Must have knowledge of a variety of computer software applications in word processing, spreadsheets, email and database software.




• Must be flexible and willing to accommodate to the customer and team needs.

#LI-ONSITE

From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicago’s Bank® and Wisconsin's Bank®, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. 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, 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.