Credit Review Manager

Wipfli Advisory LLC•,

About The Position

Wipfli is seeking a Manager of Loan Review to oversee financial institution client engagements. The role designs and plans engagements, ensures work is completed, meets with client management to understand client needs and service arrangements, and promotes and identifies opportunities for the firm. The manager is responsible for reviewing commercial loans and commercial mortgages, evaluating credit risks and compliance with client credit standards and policies, and overseeing the production of engagement workpapers and reports in accordance with firm quality standards. The position also involves managing projects, mentoring staff, overseeing budgets and productivity, maintaining communication with engagement stakeholders, and developing new commercial Loan Review business. Travel to client locations within the U.S. is required, approximately 10%–20%.

Requirements

Business-related degree or a combination of education and related work experience.
10 or more years of commercial loan review, commercial lending, and/or credit administration management experience with a consulting firm, regulatory agency, and/or financial institution.
Working knowledge of commercial lending, agricultural lending, real estate development and construction lending, and the required collateral documents for each.
Ability to effectively communicate to management weaknesses in loan administration or other matters requiring attention.
Exceptional client management skills.
Strong analytical skills.
Experience with Microsoft Outlook, Word, Excel, and Access.
Highly motivated and self-directed.
Prior project management experience.
Comfortable leading engagements.

Responsibilities

Manage complex projects, ensuring accurate and timely completion.
Analyze credit risks within individual commercial loans and commercial mortgages.
Review loans to ensure acceptable credit standards are maintained and loans conform to established client policy.
Oversee the preparation of, and produce, workpapers and documentation in conformance with the firm’s quality control standards.
Oversee the preparation of, and produce, written reports that clearly, appropriately, and accurately communicate engagement results.
Train, mentor, and provide direction to staff.
Monitor and control budgets and productivity within areas of accountability.
Maintain ongoing communication regarding client activities with the relationship partner, Director of Loan Review, engagement senior manager, associates on the engagements, and/or performance coach.
Develop new commercial Loan Review business.
Prepare proposals and engagement agreements.
Travel to client locations within the U.S.; travel is required 10%–20%.