Credit Review Manager

Wipfli • Madison, WI

2d • Hybrid

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 determine client needs and service arrangements, and identifies and promotes business 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, 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 collateral documents required for each.
• Ability to communicate weaknesses in loan administration and other matters requiring attention to management effectively.
• 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 based in the Chicago area or throughout Wisconsin.
• Able to travel to client locations within the United States, approximately 10%–20%.

Responsibilities

• Manage complex projects and ensure accurate, 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 policies.
• Oversee and produce workpapers and documentation that conform to 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, associates on engagements, and/or performance coach.
• Develop new commercial Loan Review business.
• Prepare proposals and engagement agreements.
• Meet with client management to determine client needs and service arrangements.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager