Portfolio Analyst

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. What You'll Do Assist Senior Vice President in ensuring that brokerage statements are received and entered into the system in a timely manner. Process incoming mail with sensitive financial information and perform data entry, ensuring compliance with physical and digital handling of documents. Leverage internal reporting tools to identify stale data elements tied to brokerage collateral records. Work with external collateral holding companies and internal loan teams to obtain updated value statements. Ensure that collateral holding companies and clients adhere to obligations outlined in legally binding documents such as Control and Security Agreements. Identify transactions that have become unsecured and interact with Senior Vice President and senior management to ensure that soft default / default letters are issued in a timely manner. Coordinate with loan teams, Senior Portfolio Analysts, and Senior Vice President to record loans that are temporarily unsecure in the system due to ongoing transactions or system adjustments. Assist Senior Portfolio Analysts in preparing the Collateral Management Meeting reports, record minutes, and compile team comments for publication and distribution. Support the Multi‑Life Loan Program as needed, including data entry, cleanup or reconciliation, confirming legal document details, verifying sensitive personal information of parties, and other underwriting support. Qualifications 1‑3 years of transferable experience; financial industry experience is a plus. Known for catching critical discrepancies early, preventing costly errors, and ensuring compliance with regulatory framework. Ability to dig beneath the surface, connect data points, and ask the critical 'why' to uncover underlying trends. Enthusiasm for the financial industry, with a demonstrated interest in following the markets. 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 Compensation Compensation The estimated hourly rate for this role is $21.50 – $28.00, along with eligibility to earn an annual bonus. Actual pay rate may vary based on several factors, such as a candidate’s qualifications, skills, and experience. Equal Opportunity Employer 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. #J-18808-Ljbffr