Credit Risk Manager | Lender Due Diligence

Overview

This role supports the Credit Risk Services Group, serving clients across financial institutions, non-bank lenders, debt funds, private equity and hedge funds, institutional investors, and organizations seeking debt or equity financing. Responsibilities include initial and periodic analysis of financial transactions, covering areas such as debt and equity transactions, various debt asset classes, specialty lending/securitization, and asset-based lending.

Responsibilities

• Perform due diligence and field examination assignments for clients.
• Supervise, train, and mentor staff; provide performance feedback and evaluations to develop responsible, well-trained team members.
• Serve as a Subject Matter Expert within the business unit and share knowledge with others.
• Act as a trusted advisor to clients by relying on industry knowledge to identify client issues and conflicts; proactively communicate solution options to clients and the internal team.
• Manage staff on engagement deliverables and participate in technical and strategic reviews as part of the final engagement review team to support quality control standards.
• Support new client development in partnership with upper management, including participating in client meetings and contributing to presentation and proposal development; help meet individual cross-serve goals.
• Handle billing and realization for assigned clients, including developing the overall engagement budget and explaining variances.
• Understand client needs and requirements.
• Promote a team environment, support management decisions, and help build a positive culture.
• Recommend improvements to internal department procedures.
• Identify business opportunities for clients and the organization.

Minimum Qualifications

• Bachelor’s degree
• 5 years of experience in public accounting or related field
• 3 years of supervisory experience
• Must have active CPA or equivalent certification
• Ability to manage all aspects of client engagements
• Demonstrated ability to communicate verbally and in writing across all levels of the organization, internally and externally
• Ability to travel based on client and business needs
• Proficient use of applicable technology

Preferred Qualifications

• 7–10 years of experience in ABL, securitization, and private equity due diligence; or
• 7–10 years of experience as an Internal Auditor or Credit Reviewer within the Financial Services Industry