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.

The Chief Sales Officer is responsible for the development of division wholesale and vendor sales, marketing collateral, marketing campaigns, prospecting, developing and maintenance of commercial customers of the Specialty Finance Division. Additionally, this individual is responsible for trade show and conference marketing, staffing and execution of the sales and marketing plan.

Essential Duties

Develops department marketing strategy and plan with key personnel
Creates marketing collateral that supports the objectives of the department
Creates and executes prospecting campaigns targeting our commercial customers
Schedules and coordinates all trade show and conference activities
Develops, builds and maintains customer satisfaction levels through relationship management
Develops, builds and executes surveys to provide consistent feedback of our customers
Coordinates closing and recording of leases with originators
Ensures that all customer service calls, internal and external, are responded to in a timely manner
Provides coverage to team leader as needed
Acts as liaison with lenders, loan accounting officers and specialists, customers and other outside agencies
Ensures compliance with all applicable regulations, policies and procedures
Processes, solves and answers difficult customer transactions, problems or inquiries
Operates computer terminal or personal computer to process account activity, determine balances and resolve problems within given authority
Answers direct, telephonic or email questions from clients and staff and directs callers to proper Bank personnel when necessary
Assumes responsibility for various department functions in the absence of staff members or in overload situations
Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions
Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action
Follows policies and procedures; completes tasks correctly and on time; supports the Bank’s goals and values
May perform additional duties and projects as assigned
Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct

Requirements

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.

Ten or more years of related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of an in-depth background in Administration and documentation and supervisory skills. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be applicable to the financial industry
Excellent customer service skills and the ability to interact with all levels of management and all customers
Ability to work independently and under pressure of high volumes
Excellent oral and written communication and presentation skills
Ability to handle multiple tasks and accept change willingly
Proficient in MS Office suite
Strong relationship development and management skills
The willingness to support all members of the team
Advanced knowledge of laws and regulations governing lending including but not limited to fair lending, privacy and RESPA
Ability to effectively train and instruct others
Ability to read, analyze and interpret general business periodicals, professional journals, and technical procedures
Excellent organizational and time management skills, with the ability to provide leadership, supervision and training for one or more employees using positive supervisory techniques to ensure maximum productivity; demonstrated ability in organization and delegation skills
Intermediate knowledge of human resource and labor laws and policies
Intermediate math skills; ability to calculate interest and percentages; balance accounts; add, subtract, multiply and divide, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent
Strong verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, train personnel, write correspondence and procedures, speak clearly to customers and employees
Initiative to organize various functions necessary to accomplish department or Bank activities; directing junior staff members towards the desired objectives (delegating, motivating, resolving problems)
Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations
Ability to work with minimal or no supervision while performing duties

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 $190,000 - $240,000 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.

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.

Wintrust Financial Corporation

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