Credit Review Manager

Wipfli Advisory LLC•Wauwatosa, WI

1d•Hybrid

About The Position

Wipfli is seeking a Manager of Loan Review to oversee financial institution client engagements. The role involves designing and planning engagements, ensuring all work is completed, meeting with client management to understand client needs and service arrangements, and promoting and identifying opportunities for the firm. The qualified candidate must be located in or able to commute to clients based in the Chicago area or throughout Wisconsin. Travel to client locations within the United States is required, estimated at 10%–20%.

Requirements

Business-related degree or a combination of education and related work experience.
10+ 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 weaknesses in loan administration or other matters requiring attention to management.
Exceptional client management skills.
Strong analytical skills.
Experience with Microsoft Outlook, Word, Excel, and Access.
Highly motivated and self-directed.
Prior project management experience.
Comfort 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 accordance 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 about client activities with the relationship partner, Director of Loan Review, engagement senior manager, associates on engagements, and/or performance coach.
Develop new commercial Loan Review business.
Prepare proposals and engagement agreements.
Travel to client locations within the United States, 10%–20%.