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Client Support Professional

Company: Wintrust
Location: Des Plaines
Posted on: January 24, 2023

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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