Analyst Operations

Analyst Operations Wintrust Financial - 3.5 Frisco, TX Job Details $50,000 - $65,000 a year 1 day ago Benefits AD&D insurance Employee stock purchase plan Disability insurance Dental insurance Flexible spending account Parental leave Employee assistance program Vision insurance 401(k) matching Life insurance Pet insurance Qualifications Electronic fund transfers Financial services customer support Loan compliance checks Financing agreements Cash application Sales tax UCC law Lease document preparation Bank transfers Money transfers Scanning Mid-level Bachelor's degree Internal employee customer service Financial records management Document archiving (loan processing) Loan funds disbursement Customer support for financial loans 1 year Document management Office of Foreign Assets Control (OFAC) Local tax Use tax Full Job Description Wintrust Asset Finance is an equipment-focused financing group that offers sophisticated loan and lease products to commercial companies throughout the country in a wide range of industries, including transportation, construction, manufacturing, energy services, aviation, and turn-key property, plant, and equipment, among others. Wintrust Asset Finance is an affiliate of Wintrust, a financial services company with more than $66 billion in assets. What You'll Do Review of lease and loan documentation including preparation of booking forms as well as accurate booking into portfolio systems. Prepare funds transfer requests and facilitate the prompt, efficient, and accurate funding of new business including compliance with OFAC. Responsible for maintenance of loan and lease documentation and scanning of documents into records management systems. Deliver best in class customer support to both internal and external customers. Ensure compliance with departmental policies and procedures. Processes funding, booking, cash application, modifications, customer service for new and existing equipment finance transactions. Assists with operations projects as assigned including UCC, sales/use/property tax, and titles. Qualifications 1-3 years of experience Bachelor's Degree Prior equipment finance operations or documentation experience preferred Benefits Medical Insurance

• Dental
• Vision
• Life insurance
• Accidental death and dismemberment
• Short-term and long term Disability Insurance
• Parental Leave
• Employee Assistance Program (EAP)
• Traditional and Roth 401(k) with company match
• Flexible Spending Account (FSA)
• Employee Stock Purchase Plan at 5% discount
• Critical Illness Insurance
• Accident Insurance
• Transportation and Commuting Benefits
• Banking Benefits
• Pet Insurance Compensation The estimated salary range for this role is $50,000 - $65,000 along with eligibility to earn an annual bonus.

Actual salaries may vary based on several factors, such as a candidate's qualifications, skills and experience #

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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 build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. 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, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.