Senior Client Support Professional at Wintrust Financial Corporation in Willowbrook, Illinois

Job Description:

Wintrust is a financial holding company with approximately $62 billion in assets whose common stock is traded on the NASDAQ Global Select Market. Guided by its “Different Approach, Better Results” philosophy, Wintrust offers the sophisticated resources of a large bank while providing a community banking experience to each customer. Wintrust operates more than 200 retail banking locations through 16 community bank subsidiaries in the greater Chicago, southern Wisconsin, west Michigan, northwest Indiana, and southwest Florida market areas. In addition, Wintrust operates various non-bank business units, providing residential mortgage origination, wealth management, commercial and life insurance premium financing, short-term accounts receivable financing/outsourced administrative services to the temporary staffing services industry, and qualified intermediary services for tax-deferred exchanges. Our unique business model is a competitive strength and value driver, powered by our talented colleagues who put our customers first and achieve better results for our clients.

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 discretionary or incentive 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.

What you will do:  

• New/existing client onboarding/maintenance – Strive to complete all new account openings within 24 and no more than 48 hours of receiving required due diligence.




• Team/Portfolio Administration – Maintain strong rapport with bankers, group SVPs and Exec Mgmt. to ensure consistent application of procedures, processes, communication and workflow across entire portfolio




• New Account/Maintenance Exceptions – Work diligently to clear all exceptions within two weeks of account opening/maintenance.




• Exemplary Customer Service – Provide better than expected customer service to internal/external customers, team members and management at all times.

• Provide administrative support for 3-4 Commercial Lenders with complex portfolios within a specific market




• Process daily customer requests via phone and/or system such as account opening, balance inquiries, wire processing, advances, transfers, payoffs and pay downs on loans




• Troubleshoot and investigate customer issues and onboard new clients




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




• Ensure all regulatory and compliance requirements are met.




• Work with limited direction, becoming a subject matter expert and provide training and coaching to others in the department to increase overall knowledge, expertise and productivity.




• Other tasks as assigned.




• Hybrid work schedule may be considered based on availability

Qualifications:

• Minimum 5 years’ C & I or CRE commercial support or commercial loan servicing experience, or equivalent banking experience.




• Strong technical expertise




• Exceptional customer service skills




• Strong verbal and written communication skills




• High level of organization and time-management with keen attention to detail and the ability to respond quickly to changes in priorities and tasks




• Proficient in MS Office including Excel and Word; familiarity with FIS, Salesforce, and/or ACBS a plus




• Ability to meet the requirements to be commissioned as a Notary Public

Salary:

The estimated salary range for this role is $50,000 to $75,000 annually, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate’s qualifications, skills, and experience.

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

#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.