Credit Review Manager
About The Position
Wipfli is seeking a Credit Review Manager (described in the posting as 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 identifies and promotes 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 manager analyzes credit risks in commercial loans and commercial mortgages, reviews loans for compliance with credit standards and client policies, and oversees engagement workpapers, documentation, and written reports. The role also trains and mentors staff, manages budgets and productivity, communicates with engagement and firm leadership, develops commercial loan review business, and prepares proposals and engagement agreements. Travel to U.S. client locations 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 collateral documents required 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.
- Comfortable leading engagements.
- Located in or able to commute to clients based in the Chicago area or throughout Wisconsin.
Responsibilities
- Manage complex projects and ensure accurate, 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 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, 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, approximately 10%–20%.
Benefits
- Eight health plan options, including HMO and PPO plans.
- Dental and vision coverage.
- HSA enrollment opportunity with potential Firm contribution.
- Employee Assistance Program.
- Firm-sponsored basic life insurance and short- and long-term disability coverage.
- 401(k) savings plan, profit share, and Firm matching contribution.
- Well-being incentive.
- Education and certification assistance.
- Flexible time off.
- Family care leave and parental leave.
- Family formation benefits.
- Cell phone reimbursement.
- Travel rewards.
- Voluntary critical illness and accident insurance, hospital indemnity insurance, legal coverage, long-term care insurance, pet insurance, ID theft protection, and supplemental life/AD&D coverage.
- Potential eligibility for an annual discretionary bonus.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
