Top Tech Jobs & Startup Jobs in Chicago, IL

Leads investment sales production for a team of licensed retail bankers, coaches employees on investment strategies, conducts client appointments, sells securities products, manages relationships, develops referrals, and achieves securities fee-income goals. The role requires maintaining securities and insurance licenses, providing financial solutions, conducting seminars, tracking sales performance, managing risk, and traveling within the assigned territory.

Manages complex retirement plan client relationships, providing fiduciary, regulatory, legislative, plan design, and compliance guidance. Retains and grows an assigned book of business through consultative cross-selling, client education, service-provider coordination, and relationship management. Leads client reviews, fiduciary training, documentation, billing oversight, compliance activities, and strategic projects. Partners with advisors, vendors, and internal teams to improve client outcomes, engagement, satisfaction, and profitability.

Manages documentation, due diligence, closing, funding, lien perfection, and transaction boarding for equipment finance loans and leases. Coordinates with clients, relationship managers, legal, accounting, tax, pricing, and asset management teams to satisfy approval conditions, resolve exceptions, confirm wire instructions, and ensure regulatory and policy compliance. Reviews UCC searches, insurance, corporate documents, titles, and other collateral requirements while maintaining closing calendars, follow-up items, and service standards.

Manages a complex commercial banking portfolio involving distressed relationships, credit analysis, workout strategies, risk monitoring, collateral, loan documentation, and client negotiations. Prepares approval memos, structures and underwrites commercial loans, evaluates financial performance and covenants, coordinates with legal counsel and consultants, ensures compliance with credit policies, and mentors junior portfolio staff. The role requires expertise in commercial credit, bankruptcy processes, financial risk analysis, and complex transactions.

Underwrites and monitors commercial credit for financial institution clients. Responsibilities include preparing credit approval memos, reviewing financial statements, tracking covenants, running risk-rating and projection models, monitoring portfolios, identifying emerging risks, preparing portfolio reports, and supporting credit reviews. The role also resolves data and documentation issues, maintains compliance with credit policies, and may assist with employee training and special projects.

Underwrite and monitor commercial credit portfolios, prepare credit approval memos and portfolio reviews, track covenants, assess financial performance and risks, run projection and risk-rating models, maintain accurate credit data, and escalate emerging issues. The role supports renewals, periodic reviews, criticized-period reporting, and underwriting increasingly complex credits with limited oversight.

Manage a commercial equipment finance loan portfolio through financial analysis, underwriting, covenant and collateral evaluation, risk rating, monitoring, renewals, and modifications. Partner with relationship managers and credit risk teams, prepare credit recommendations and performance reports, ensure policy and regulatory compliance, and identify emerging risks. The role also supports client meetings, mentors junior employees, and contributes to data governance and accurate portfolio records.

Leads Fifth Third Bank’s Risk Advisory capability within wealth strategy services. Advises high-net-worth clients on insurance, risk management, liquidity, estate, succession, and wealth-transfer needs; oversees solution governance, case quality, regulatory compliance, regional coverage, operating processes, and advisor enablement. Coaches Risk Advisory consultants, manages complex client engagements, collaborates with wealth, legal, compliance, and risk teams, and develops scalable standards, workflows, and performance measures.

Provides advanced insurance and risk-management advice within holistic wealth planning for high-net-worth clients. Leads risk assessments, insurance strategy design, complex case execution, policy reviews, client and advisor discussions, underwriting coordination, and implementation. Partners with wealth, fiduciary, and external advisory teams while supporting documentation, compliance, practice development, advisor education, and mentorship of junior colleagues.

Performs commercial credit underwriting, portfolio monitoring, financial and risk analysis, covenant compliance reviews, credit documentation, risk modeling, and portfolio review preparation. Partners with Portfolio Managers to complete underwriting, identify risks, manage renewals, prepare credit approval materials, monitor borrower performance, and recommend remedial actions. May support special projects and train new employees.