Loan Documentation Team Lead

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 “WTFC.”

Why join us?

• An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 10 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 have a culture that encourages an entrepreneurial spirit

• We offer multiple opportunities for development and upward mobility

What you'll do:

Responsible for helping the Team and Managers in addition to the preparation of LaserPro documentation and review of Attorney loan documentation with possible review of loans to be booked and funded.

• Assist members of Team on their requests and any questions, monitor daily peer reviews and any other tasks assigned.

• Assist with assigning out and managing daily workflow for the Team

• Assist in review all loan products for booking and/or funding, exception creation.

• Create additional process and job aids as needed along with creating procedures for various niche groups.

• Sufficient working knowledge in Letter of Credit processing.

• Reviewing Attorney prepared documentation. Ensure that all documents meet the stated terms of the Approval and requirements are properly reflected in the loan documents

• Ensure that all documents meet the stated terms of the approval and all requirements are properly reflected in the loan documents.

• Ensure compliance with all internal and regulatory guidelines.

• Ensure that all due diligence requirements as outlined in Corporate Procedure are met.

• Ensure compliance with all internal and regulatory guidelines.

• Ensure that all due diligence requirements as outlined in Corporate Procedures are met.

• Continuance of all roles and responsibilities identified in Sr. Commercial Loan Documentation Role.

• Minimum 3-5 years of experience preparing/reviewing very complex and high dollar commercial and commercial real estate loan transactions. 

• Strong understanding of commercial lending concepts and experience in a loan operations environment handling and supporting commercial lending staff.

• Excellent knowledge and understanding of collateral perfection requirements, commercial loan documents, corporate credit policy, approval levels, the workings of a larger loan operations group and some basic loan accounting knowledge and audit controls.

• Wide experience level of commercial real estate and the more complex workings of real estate lending and working with title companies.

• Superior communication skills (both written and verbal) and the ability to partner with commercial lenders and support staff to ensure that transactions are completed satisfying both Bank requirements and customer expectations.

• Ability to determine appropriate level of flexibility in procedures and policies to assist lenders in closing loan transactions.  Strong use of common-sense approach to assisting lending staff.

Qualifications:

• 3+ years of experience in Commercial Loan Documentation and in the financial services

• Minimum 3-5 years of experience preparing/reviewing very complex and high dollar commercial and commercial real estate loan transactions. 

• Strong understanding of commercial lending concepts and experience in a loan operations environment handling and supporting commercial lending staff. 

• Excellent knowledge and understanding of collateral perfection requirements, commercial loan documents, corporate credit policy, approval levels, the workings of a larger loan operations group and some basic loan accounting knowledge and audit controls.

• Wide experience level of commercial real estate and the more complex workings of real estate lending and working with title companies.

• Superior communication skills (both written and verbal) and the ability to partner with commercial lenders and support staff to ensure that transactions are completed satisfying both Bank requirements and customer expectations.

• Ability to determine appropriate level of flexibility in procedures and policies to assist lenders in closing loan transactions.  Strong use of common-sense approach to assisting lending staff.

• Advanced computer skills 

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:

The estimated annual salary range for this role is $59,000-$77,000, 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.

#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 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.