Credit Services Specialist

Wintrust Financial Corporation is a $66 billion financial institution based in Rosemont, Illinois, providing community and commercial banking, specialty finance, and wealth management services. The Credit Services Specialist will be responsible for processing financial reporting and covenant tracking requests, uploading credit file documents, and providing client support for assigned charters.ResponsibilitiesResponsible for processing financial reporting and covenant tracking requests from the commercial lending teams into the Bank’s monitoring systemUpload credit file documents to the Bank’s digital file system for Wintrust affiliate bank commercial loan portfoliosUpdate the reporting and financial covenant tracking system per line of business (LOB) requests to include both covenant/tracking requirement updates and entity maintenanceVerify appropriate documentation for updates/maintenance and ensure receipt of appropriate approvals for covenant waivers and modificationsInteract with LOB to obtain missing or incomplete informationUpload documents to the digital file system as requested by the LOB to include verification of document typeAdhere to strict naming conventions and classification guidelinesProvide client support for assigned chartersRespond to and troubleshoot internal inquiries and issuesAssist in special projects as neededSkillsHigh school degree requiredAbility to perform duties with a high degree of accuracy and attention to detail in accordance with established procedures1-3 years' experience general banking experience preferred, commercial lending and loan documentation experience a plusAssociate's or Bachelor's degree a plusExperience with covenant tracking and document imaging applications is a plusExperience with ImageCentre/FCM, nCino/Document Manager or Moody's CreditLens is a plusBenefitsMedical InsuranceDental Vision Life insuranceAccidental death and dismembermentShort-term and long-term Disability InsuranceParental LeaveEmployee Assistance Program (EAP)Traditional and Roth 401(k) with company matchFlexible Spending Account (FSA)Employee Stock Purchase Plan at 5% discountCritical Illness InsuranceAccident InsuranceTransportation and Commuting BenefitsBanking BenefitsPet InsuranceCompany OverviewWintrust Financial Corporation delivers sophisticated financial capabilities with a community bank personality across its businesses in banking, specialty finance, and wealth management. It was founded in 1995, and is headquartered in Rosamond, Illinois, USA, with a workforce of 5001-10000 employees. Its website is http://www.wintrust.com/.Company H1B SponsorshipWintrust Financial Corporation has a track record of offering H1B sponsorships, with 26 in 2025, 15 in 2024, 19 in 2023, 27 in 2022, 10 in 2021, 7 in 2020. Please note that this does not guarantee sponsorship for this specific role.



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