Overview
This role oversees financial institution client engagements, including designing and planning engagements, ensuring completion of work, and meeting with client management to understand client needs and service arrangements. The position also supports identifying opportunities for the firm.
Responsibilities
- Manage complex projects to ensure accurate and 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 preparation of workpapers and documentation in conformance with firm quality control standards.
- Oversee preparation of 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 regarding 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 U.S. is required (10%–20%).
Requirements
- Business-related degree or a combination of education and related work experience.
- 10+ 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 required collateral documents for each.
- Ability to effectively communicate to management any weaknesses in loan administration or other matters requiring attention.
- 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.
Compensation & Benefits
Equal opportunity/affirmative action employer. Candidates will receive consideration for employment without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Reasonable accommodations are available for people with disabilities.
Location
Travel to client locations within the U.S. is required (10%–20%).