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Analyst Operations

Job in Frisco, Collin County, Texas, 75034, USA
Listing for: Wintrust Financial Corporation
Full Time position
Listed on 2026-06-05
Job specializations:
  • Finance & Banking
    Financial Analyst, Risk Manager/Analyst
Salary/Wage Range or Industry Benchmark: 50000 - 65000 USD Yearly USD 50000.00 65000.00 YEAR
Job Description & How to Apply Below

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 Will Do
  • Review 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.

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.

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