Lender Due Diligence Senior Manager
About The Position
Protiviti is seeking a Senior Manager to join its growing Lender Due Diligence team within the Financial Services practice. The role supports financial institution clients in identifying and managing risk, addressing credit risks and concerns through reviews of target companies and assets involved in lending transactions. Reviews may include agreed-upon procedures to evaluate collateral, company processes, reporting capabilities, and asset-related data quality. The Senior Manager develops strategies and solutions to address complex business problems, builds lasting client relationships through quality delivery, and represents Protiviti in the business community. The role oversees project work plans and team delivery, mentors and develops team members, and contributes to proposals and business development. Work focuses on regulated financial services clients and may involve local or out-of-state travel to Protiviti offices and client sites. Protiviti uses a hybrid workplace model combining in-person and remote work; requirements vary by client, project, team, and business factors.
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, summarize, organize, and interpret data.
- 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, oversight and review of work, coordination across teams, and motivating team members.
- Proficiency in Microsoft Office, especially Word, Excel, and PowerPoint; secondary emphasis on Visio and Access.
Nice To Haves
- Prior lender due diligence experience, especially with 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.
- Professional certification such as CPA, CIA, FRM, or similar.
Responsibilities
- Review target companies and assets associated with lending transactions to help clients address credit risks and concerns.
- Perform agreed-upon procedures, potentially evaluating collateral, company processes, reporting capabilities, and the quality of asset-related data.
- Develop strategies and solutions to address complex client business problems and risk-management needs.
- Build and maintain client relationships through high-quality work and delivery.
- Oversee the successful completion of project work plans and coordinate engagement teams.
- Mentor team members and support their performance development, including coaching and reviewing work.
- Promote a positive team culture and open communication among engagement team members.
- Participate in training creation and rollout and create development opportunities for others.
- Contribute to client proposals and strategies to win new business.
- Identify and implement business development strategies to obtain new work and clientele.
- Cultivate professional and business relationships, including with senior executives.
- Identify opportunities to integrate product solutions and resources to improve client service capabilities.
- Translate and communicate lender due diligence issues to client personnel, including executives.
Benefits
- Medical, dental, and 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 an employer match of 50% 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 amounts varying by years of service.
- Up to 11 paid holidays each calendar year.
- Annual bonus target opportunity of 14%, with eligible employees able to receive additional cash and/or discretionary stock compensation.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
