Credit Review Manager
About The Position
Wipfli is seeking a Manager of Loan Review to oversee financial institution client engagements. The role designs and plans engagements, ensures all work is completed, meets with client management to understand client needs and service arrangements, and promotes and identifies 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. The position assesses credit risks in commercial loans and commercial mortgages, reviews adherence to credit standards and client policies, oversees workpapers and written reports, and leads and develops staff. It also includes managing engagement budgets and productivity, maintaining communication with engagement and client stakeholders, developing commercial Loan Review business, and preparing proposals and engagement agreements. Travel to client locations within the U.S. is required 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 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, engagement associates, and/or performance coach.
- Develop new commercial Loan Review business.
- Prepare proposals and engagement agreements.
- Travel to client locations within the U.S. (10%–20%).
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What This Job Offers
Job Type
Full-time
Career Level
Manager
