Credit Services Specialist
$42,000–$55,000 year
On-siteRosemont, Illinois, United States
Job Summary
Process financial reporting and covenant tracking requests from commercial lending teams into the Bank's monitoring system. Upload credit file documents to the digital file system for Wintrust affiliate bank commercial loan portfolios and update reporting systems per line of business requests. Verify documentation for updates and ensure receipt of approvals for covenant waivers and modifications while interacting with lending teams to obtain missing information. Adhere to strict naming conventions and provide client support for assigned charters. Respond to and troubleshoot internal inquiries and assist in special projects as needed. This role supports Wintrust's commercial banking operations across 175+ locations with a culture encouraging entrepreneurial spirit and upward mobility.
Required Qualifications
- High school degree required
Desired Qualifications
- 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
- Ability to perform duties with a high degree of accuracy and attention to detail in accordance with established procedures
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