cover image
Wintrust Financial

Wintrust Financial

www.wintrust.com

1 Job

5,153 Employees

About the Company

Wintrust Financial Corporation delivers sophisticated financial capabilities with a community bank personality across its businesses in banking, specialty finance, and wealth management. Wintrust's teams put clients first and deliver financial solutions that create impact in our communities and value for our shareholders. At the core of our company are the values that guide our decisions and our actions every day: Integrity, Accountability, Well-being, and Teamwork.

Listed Jobs

Company background Company brand
Company Name
Wintrust Financial
Job Title
Analyst Operations - Equipment Leasing - Rosemont, IL
Job Description
**Job Title:** Analyst Operations – Equipment Leasing **Role Summary:** Perform documentation review, preparation, and processing for direct and indirect equipment lease and loan transactions. Support daily operations of the leasing portfolio, including funding, booking, lien perfection, invoicing, and compliance, while ensuring accurate data entry and customer service. **Expectations:** - Maintain high accuracy in documentation and data entry. - Meet service level targets for loan/lease processing and customer inquiries. - Ensure compliance with internal policies and regulatory requirements. - Deliver timely reports for internal management and auditors. **Key Responsibilities:** - Review and interpret lease and loan agreements; prepare and redline document packets. - Process funding, create booking packets, and input transactions into portfolio systems (FIS, InfoLease). - Conduct UCC searches, prepare filings, and handle motor vehicle title paperwork to perfect security interests. - Manage customer invoicing, ACH payments, and delinquency monitoring. - Process modification requests and contract changes; update system of record. - Maintain insurance coverage records and track renewals. - Scan and archive loan/lease documents in records management systems. - Generate and distribute operational data and reports for management and audit purposes. - Provide responsive support to customers, lessors, vendors, and internal stakeholders. **Required Skills:** - 5+ years experience with loan and lease documentation and perfection for direct/indirect originations. - Strong knowledge of banking/finance or leasing operations; credit administration exposure preferred. - Excellent written and verbal communication; interpersonal skills for multi‑level interaction. - Detail‑oriented, proactive, and able to manage multiple priorities. - Proficient in Microsoft Excel and other MS Office applications. - Familiarity with Salesforce, loan/lease origination platforms, and portfolio accounting systems (InfoLease, FIS, ACBS) a plus. - Knowledge of pricing software (e.g., TValue, SuperTrump) a plus. **Required Education & Certifications:** - Bachelor’s degree preferred (or some college coursework). - No specific certifications required; relevant banking or leasing certifications are a plus.
Rosemont, United states
On site
Mid level
17-10-2025