Factoring Operations Specialist

About the role

Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers 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.”

Responsibilities

• Work closely with fellow Factoring Operations Specialists to process daily WRF client cash receipts accurately and efficiently in accordance with established turn-around times
• Follow established WRF operations policies and procedures for all facets of the Operation Specialist job functions
• Escalate payment posting issues and/or client questions to applicable WRF client lead and/or team lead in a timely manner for a prompt resolution
• Serve as the primary operations contact for assigned clients
• Maintain an effective line of communication with the applicable operations client lead, team lead, and portfolio manager to alert of any payment issues, irregularities or unusual trends observed in performing routine job duties
• Maintain a professional and courteous manner with all WRF clients including assisting clients by answering questions and resolving problems promptly
• Ensure incoming client emails are put into the correct processing queue and client information is saved properly on the server
• Adequately adhere to Bank compliance policies and procedures
• Performing all other duties as required

Qualifications

• Associate’s degree in accounting or related field; Bachelor’s degree a plus
• Up to 5 years of Factoring, Banking and/or Asset Based Lending operations experience
• Must be detail focused and well organized with the ability to multi-task
• Strong interpersonal and customer relation skills required for working with clients and department personnel
• Proactive and confident communication skills (both verbal and written) to interact with WRF portfolio and operations colleagues, WRF clients and senior management
• Ability to work closely with fellow Operations team members
• Strong knowledge of Microsoft Operations applications (specifically MS Excel) with ability to pick up new systems quickly