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WI
Wintrust

Portfolio Analyst

Salary$42k – $55k
LocationMenomonee Falls, WI
Typefull-time
SeniorityEntry
Experience1–3 yrs
EquityIncluded
Company size10,000+ people
PostedOct 5, 2026 · 1w ago
Verified live4h ago
At a glanceSummarised by Seekless from the posting.
Must have6
High school diploma or equivalent
General computer skills
Timely, effective and professional client communication and customer Accounts Receivable collection activities
Work independently with self-motivation
Ability to prioritize conflicting collection activities demands using organizational and time-management skills
Assist, educate and guide clients in effective accounts receivables management
Nice to have1
1-3 years Business-to-business accounts receivable collection and/or cash application experience
Benefits
Medical insurance
Dental
Vision
Life insurance
Short term disability
Long term disability
Parental leave
Employee assistance program
401(k)
Flexible spending account
Employee stock purchase plan
Critical illness insurance
Accident insurance
Transportation benefits
About the company
Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the 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.”
TRICOM was founded in 1989 by a group of industry professionals who felt there was a better way to meet the payroll funding, payroll processing, accounts receivable finance and full back-office service needs of the staffing industry. We are a dynamic company committed to growth and continually striving to exceed client expectations. If you are looking for a long-term career opportunity with a very strong employee centric and close-knit culture, then TRICOM is the place you want to be.
Why join us?
•
You’ll work with multiple departments within TRICOM on an on-going basis, meeting amazing people along the way.
•
We strive on teamwork to ensure we all are successful with our daily processes and tasks.
•
Chances to learn and grow through new initiatives and multi-tasking.
What You’ll Do:
The Portfolio Analyst will monitor, analyze and protect TRICOM’s portfolio of receivable collateral by managing and assisting in the collection of our staffing client’s accounts receivables; while maximizing the accounts receivable performance, minimize and prevent delinquencies and bad debt write-offs.
•
Timely, effective and professional client communication and customer Accounts Receivable collection activities using appropriate persuasion, negotiation, follow-up and problem-solving skills.
•
Work independently with self-motivation while demonstrating the ability to prioritize conflicting collection activities demands using excellent organizational and time-management skills to accommodate rapidly changing priorities while meeting company customer service standards and one-hour response time.
•
Assist, educate and guide clients in effective accounts receivables management, trend analysis, collection techniques and Tricom expectations and protocol through appropriate analysis of risk criteria present in the assigned portfolio of accounts receivable.
Qualifications:
•
1-3 years Business-to-business accounts receivable collection and/or cash application experience preferred
•
High school diploma or equivalent required
•
General computer skills required
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 annual salary range for this role is $42,000-$55,000, 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.
Legal
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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