Teams at Wintrust Financial Corporation

Supports financial advisors and clients through administrative, sales, and customer service activities. Responsibilities include client onboarding, account maintenance, paperwork, reporting, meeting preparation, CRM updates, compliance file management, referral tracking, office management, and client communications. The role also helps maintain a strong client service environment and supports advisor team operations.

Supports financial advisors and clients through administrative and sales support, client onboarding, account maintenance, reporting, meeting preparation, CRM updates, compliance file management, referral tracking, communications, and office management. Helps maintain a high-quality client service environment while coordinating operational activities and keeping the office organized.

Facilitates commercial loan closings from pre-funding through post-closing. Reviews attorney-prepared documents for credit approval compliance, processes due diligence, coding, imaging, insurance, booking requests, and loan disbursements. Coordinates with clients, lenders, attorneys, and servicing teams to resolve issues and ensure timely closings. Collects post-closing documentation, clears exceptions, and prepares loan records for retention.