Client Support Professional
Company: Wintrust
Location: Des Plaines
Posted on: January 24, 2023
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Job Description:
Wintrust is a financial holding company with approximately $50
billion assets under management and traded on the NASDAQ:WTFC.
Built on the "HAVE IT ALL" model, Wintrust offers sophisticated
technology and resources of a large bank while focusing on
providing service-based community banking to each and every
customer. Wintrust operates fifteen community bank subsidiaries
with over 170 banking locations in the greater Chicago and southern
Wisconsin market areas. Additionally, Wintrust operates various
non-bank business units including commercial and life insurance
premium financing, short-term accounts receivable financing,
out-sourced administrative services, mortgage origination and
purchase, wealth management services and qualified intermediary
services for tax-deferred exchanges.
Position Overview:
Responsible for the customer experience by providing high touch
support to Commercial clients by serving as a liaison between
internal contacts such as Loan Ops, Treasury Management and Deposit
Operations.
Provides Administrative Support for 3-5 Lenders with standard
portfolios within a specific market.
Handle daily customer requests via phone and/or system such as
account opening, balance inquiries, wire processing.
Perform advances, transfers, payoffs and pay downs on loans.
Troubleshoot and investigate customer issues and onboard new
clients Support Relationship Managers by answering calls, preparing
packages, data entry, tracking vendor invoices and gathering
information to resolve issues or complete projects. Responsible for
the customer experience by providing high touch support to
Commercial clients by serving as a liaison between internal
contacts such as Loan Ops, Treasury Management and Deposit
Operations. Provides Administrative Support for 3-5 Lenders with
standard portfolios within a specific market. Key
Accountabilities:
Handle daily customer requests via phone and/or system such as
account opening, balance inquiries, wire processing. Perform
advances, transfers, payoffs and pay downs on loans.
Troubleshoot and investigate customer issues and onboard new
clients.
Support Relationship Managers by answering calls, preparing
packages, data entry, tracking vendor invoices and gathering
information to resolve issues or complete projects.
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
be Chicago's Bank - and Wisconsin's Bank -, we need to reflect that
diversity both in all the communities we serve, the people we
employ, the organizations we work with, and our banking and lending
practices. 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, national origin, sex, sexual orientation, gender identity
and expressions, genetic information, marital status, age,
disability, or status as a covered veteran or any other
characteristic protected by law.
Keywords: Wintrust, Des Plaines , Client Support Professional, Other , Des Plaines, Illinois
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