Lender Due Diligence Senior Manager

Protiviti • Chicago, IL

17h • Hybrid

About The Position

Protiviti is seeking a Senior Manager to join its growing Lender Due Diligence team within the Financial Services practice. The role partners with financial services clients to identify and manage risk, address credit risks, and review target companies and assets involved in lending transactions. Work may include evaluating collateral, company processes, reporting capabilities, and the quality of asset-related data.

The Senior Manager develops strategies and practical solutions for complex business problems, delivers high-quality work, and builds lasting client relationships. The role oversees project work plans, mentors and develops team members, and contributes to proposals, business development, and strategies to win new work. It also involves working with a diverse portfolio of highly regulated financial services clients and developing expertise in applicable regulations.

Protiviti uses a hybrid workplace model combining in-person work and remote work. Requirements vary by client, project, team, and other business factors. Work may take place at local Protiviti offices or client sites and may involve local or out-of-state travel. The listed salary range is $134,000–$234,000, with a 14% bonus target opportunity. The estimated total cash range is $152,760–$266,760.

Requirements

• Bachelor’s degree in a relevant discipline.
• At least 7 years of experience in internal audit, consulting, assurance services, or a related field, in professional services or industry.
• Strong auditing experience in credit risk and related processes, controls, and reporting across different asset classes.
• General financial accounting background and experience.
• Knowledge of receivables accounting and transaction processing, including loans and trade receivables.
• Ability to evaluate collateral, company processes, reporting capabilities, and the quality of data associated with lending assets.
• Ability to work successfully in a fast-paced, client-service-focused consulting environment and contribute to engagement team success.
• Ability to communicate Lender Due Diligence issues to client personnel, including executives.
• Leadership and direct supervisory experience, including performance appraisals, mentoring and coaching, work oversight and review, coordination across teams, and motivating team members.
• Experience establishing and cultivating business relationships and a professional network, including with senior executives.
• Experience pursuing business development opportunities and implementing strategies to obtain new work or clientele.
• Proficiency with Microsoft Office applications, particularly Word, Excel, and PowerPoint; secondary emphasis on Visio and Access.

Nice To Haves

• Prior lender due diligence experience, especially involving securitization conduit and/or warehouse facilities.
• Prior securitization or structured finance experience in asset-backed securities (ABS), residential mortgage-backed securities (RMBS), commercial mortgage-backed securities (CMBS), or collateralized loan obligations (CLO); ABS or CLO experience is most preferred.
• A professional certification such as CPA, CIA, FRM, or similar.

Responsibilities

• Partner with clients to identify and manage risk and address credit risks and concerns related to lending transactions.
• Perform reviews of target companies and assets involved in lending transactions, including agreed-upon procedures that may evaluate collateral, company processes, reporting capabilities, and asset-data quality.
• Evaluate, summarize, organize, and interpret data.
• Develop strategies and solutions to address complex business problems and client needs.
• Build and maintain relationships with client personnel and senior executives, delivering quality work and exceptional client experiences.
• Oversee successful completion of project work plans and coordinate work across teams.
• Lead, mentor, coach, and develop team members; review work, conduct performance appraisals, and support team motivation and open communication.
• Participate in creating and rolling out training and other team-development opportunities.
• Contribute to client proposals, business development, and strategies to obtain new work or clientele.
• Identify opportunities to integrate product solutions and resources to improve client service capabilities.
• Build a professional network and represent Protiviti in the business community.

Benefits

• Medical coverage
• Dental coverage
• Vision coverage
• Flexible spending and health savings accounts
• Life and accident insurance
• Adoption and fertility assistance
• Paid parental leave up to 10 weeks
• Short- and long-term disability coverage
• Company 401(k) savings and investment plan with a 50% employer match on the first 6% of employee contributions
• Choice Time Off for vacation, personal needs, and sick time; new hires receive up to 20 days per calendar year, with the amount varying by years of service
• Up to 11 paid holidays each calendar year
• Annual bonus plan offering eligible employees additional cash and/or discretionary stock compensation opportunities

What This Job Offers

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