Credit Risk - Senior Associate (Financial Services Industry)

CliftonLarsonAllen•Kansas City, MO

About The Position

CLA is seeking a Senior Associate to join its Credit Risk team serving the Financial Services Industry. The role assists with credit risk consulting engagements while building client relationships and maintaining close attention to client needs. The Senior Associate also trains and coaches new staff members to prepare them for more complex assignments and engagements. The position manages tasks for loan reviews and other engagements as directed by the lead loan reviewer or other credit risk team members. It involves preparing and analyzing borrower financial statements, coordinating fieldwork, reviewing or assisting with credit review reports, providing technical support to clients, and supporting other engagements, special projects, and credit risk services administration. The role also contributes to business development and strategic activities in credit management, maintains relationships with bank executives and directors, works with colleagues and clients to resolve credit review issues, and stays current on banking, accounting, and credit review developments through ongoing education. Frequent local travel to client sites and regular overnight, non-local travel exceeding 20% are required.

Requirements

Bachelor's degree required; a combination of relevant experience, education, and training may be accepted in lieu of a degree.
Two years of relevant experience required.
Understand internal software systems, including Pfx Engagement.
Proficiency with Microsoft Windows and Microsoft Office products.
Frequent local travel to and from client sites and regular overnight, non-local travel exceeding 20%.

Nice To Haves

Degree in accounting, finance, or a related field.

Responsibilities

Manage tasks for loan reviews and other engagements as directed by the lead loan reviewer or other CLA credit risk team members.
Prepare and analyze borrower financial statements for the loan review process.
Coordinate the timely completion of fieldwork.
Review and/or assist in preparing credit review reports.
Provide ongoing technical assistance to clients.
Assist with other engagements, special projects, and assigned duties.
Provide administrative support to the credit risk services line as needed.
Assist with business development and strategic activities in the credit management area.
Help establish and maintain relationships with key bank executives and directors.
Work with CLA team members and clients to address credit review issues.
Stay current on banking industry, accounting, and credit review developments through formal and self-education.
Train and coach new staff members.