Qureos Mentor

Wintrust Financial Corporation

<div>As the largest life insurance premium finance company in the country, Wintrust Life Finance provides customized financing solutions to qualified borrowers seeking to finance their life insurance premiums. Our financing solutions have supported numerous planning structures, including traditional wealth transfer, key-man insurance, buy-sell arrangements, split dollar arrangements, term alternatives, charitable giving, income replacement strategies, and more. Wintrust Life Finance is a subsidiary of Wintrust, a financial services company with more than $66 billion in assets.
The Portfolio Analyst role will assist Portfolio Management in the day-to-day monitoring of outside assets pledged as collateral. This will include identifying transactions for unsecured positions and supporting production related programs. The Portfolio Analyst will demonstrate an analytical mindset with strong attention to detail.
What You'll Do<ul><li>
Assists Supervisor in ensuring that brokerage statements are received and entered into the system in a timely manner. This may include processing incoming mail with sensitive financial information, data entry, and the ensuring that compliance is met in the physical and digital handling of documents.
</li><li>Leverages internal reporting tools to identify stale data elements tied to brokerage collateral records. Works with external collateral holding companies and internal loan teams to obtain updated value statements. Ensures that the collateral holding companies, and the clients, are adhering to their obligations outlined in legally binding documents like Control and Security Agreements.</li><li>
Helps identify transactions that have become unsecured and interacts with Supervisor and senior management to ensure that soft default / default letters are issued in a timely manner. Coordinates with loan teams, Senior Portfolio Analysts, and Supervisor to record loans that are only temporarily unsecure in the system due to ongoing transactions or system adjustments.</li><li>
Assists Senior Portfolio Analysts in preparing the Collateral Management Meeting reports. Records minutes for the meeting and assists in compiling the team&rsquo;s comments to publish and distribute.</li><li>
Supports Multi-Life Loan Program as needed. This may include data entry, data clean up or reconciliation, confirming details of legal documents, verifying sensitive personal information of parties to the deal, and other underwriting support.</li></ul>
Qualifications<ul><li>
Associates Degree</li><li>
0-3 years of experience</li><li>
General computer skills - basic Excel knowledge</li></ul>
Benefits
Medical Insurance &bull; Dental &bull; Vision &bull; Life insurance &bull; Accidental death and dismemberment &bull; Short-term and long term Disability Insurance &bull; Parental Leave &bull; Employee Assistance Program (EAP) &bull; Traditional and Roth 401(k) with company match &bull; Flexible Spending Account (FSA) &bull; Employee Stock Purchase Plan at 5% discount &bull; Critical Illness Insurance &bull; Accident Insurance &bull; Transportation and Commuting Benefits &bull; Banking Benefits &bull; Pet Insurance
Compensation
The estimated hourly rate for this role is $24.00 - $29.00 along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate&rsquo;s qualifications, skills and experience.
#LI-HYBRID
#LI-LR1
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 build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. 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, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.</div>

Portfolio Analyst

<div>Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol &ldquo;WTFC.&rdquo;
Why join us?<ul><li>
An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 10 years) and Employee Recommended award by the Globe &amp; Mail (past 6 years)</li><li>
Competitive pay and discretionary or incentive bonus eligible</li><li>
Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few.</li><li>
Family-friendly work hours</li><li>
With 175+ community bank locations, we offer opportunities to grow and develop in your career.</li><li>
Promote from within culture.</li></ul> 
Why join this team?
<ul><li>We have a culture that encourages an entrepreneurial spirit.</li><li>
We offer multiple opportunities for development and upward mobility.</li></ul> 
What you&rsquo;ll do:
Responsible for researching trends and opportunities to develop more complex programs and processes by applying Lean-Six Sigma, process transformation, continuous improvement and other analytical data-based evaluation tools to close process gaps and support continued growth. Partner with Business Leaders to deliver tangible business results by providing and implementing recommendations for process improvements, reducing costs, and establishing appropriate process metrics and controls.<ul><li>
Leads small to medium complexity projects, assigned projects from project initiation to implementation to achieve desired business results.</li><li>
Ensures that a successful business outcome is the prime measure of project success including delivering projects on time, within budget, within quality standards and to the satisfaction of the project sponsor.</li><li>
Drives to mitigate execution risk to achieve the desired business outcomes.</li><li>
Understands the business/group and facilitates communication with other program/project managers and stakeholders efficiently and effectively.</li><li>
Researches, analyzes, and consults on complex performance data for business and analytical value. Champions and enhances organizational initiatives with stakeholders.</li><li>
Utilizes and maintains knowledge on current and emerging developments/trends for assigned areas of responsibility, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.</li><li>
Provide coaching for leadership and other designated personnel in the use of Lean Six Sigma tools, methodology and sustainability.</li><li>
Train project sponsors and project managers to drive project execution.</li></ul>
Qualifications:<ul><li>
5-7 years directly related experience.</li><li>
Lean Six Sigma or equivalent experience/certification required.</li><li>
Advanced computer skills-Robotic Process Automation Tools, UiPath Task Capture, UiPath Task Mining and UiPath Automation Hub, Microsoft Suite of tools (PowerPoint, Word, Excel, Visio, etc.)</li><li>
Bachelor&rsquo;s degree or equivalent</li></ul>
Benefits:
Medical Insurance &bull; Dental &bull; Vision &bull; Life insurance &bull; Accidental death and dismemberment &bull; Short-term and long-term Disability Insurance &bull; Parental Leave &bull; Employee Assistance Program (EAP) &bull; Traditional and Roth 401(k) with company match &bull; Flexible Spending Account (FSA) &bull; Employee Stock Purchase Plan at 5% discount &bull; Critical Illness Insurance &bull; Accident Insurance &bull; Transportation and Commuting Benefits &bull; Banking Benefits &bull; Pet Insurance
Compensation:
The estimated annual salary range for this role is $85,000-$110,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate&rsquo;s qualifications, skills, and experience.
#LI-Hybrid
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 build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. 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, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.</div>

Continuous Improvement Specialist

Join Wintrust Financial Corporation and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Wintrust Financial Corporation

ABOUT_COMPANY

Portfolio Analyst

Continuous Improvement Specialist