Credit Review Manager

Wipfli•Milwaukee, WI

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 establish client needs and service arrangements, and identifies and promotes opportunities for the firm. The qualified candidate must be located in or able to commute to clients in the Chicago area or throughout Wisconsin. The position oversees analysis of credit risks in individual commercial loans and commercial mortgages, checks that loans meet acceptable credit standards and client policy, and ensures that workpapers and written reports meet the firm’s quality control standards. The manager also trains and directs staff, monitors budgets and productivity, maintains communication with engagement and client teams, and develops new commercial loan review business. 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 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 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.
Located in or able to commute to clients in the Chicago area or throughout Wisconsin.

Responsibilities

Manage complex projects and ensure their accurate and timely completion.
Analyze credit risks in individual commercial loans and commercial mortgages.
Review loans to ensure acceptable credit standards are maintained and loans conform to established client policy.
Oversee and produce workpapers and documentation in accordance with the firm’s quality control standards.
Oversee 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, engagement associates, 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% of the time.