Document compliance with loan policies, lending procedures and applicable regulations
Review documentation relating to originations and renewals, appraisals, collateral, insurance, flood certification(s) etc
Document observations and variations and discuss with the client
Examine credit risks within loan portfolios and the appropriateness of risk grades for the loans reviewed
Conduct activities consistent with established banking policies, procedures and systems, including the Bank Secrecy Act and all applicable State and Federal laws and regulations
Apply lending/credit policy, product and loan guidelines, and a high level of judgment, in assessing applicant's credit worthiness
Work on internal projects, propose time saving measures and contribute to team goals
Provide guidance, coaching and feedback to less experienced team members and serve as the first point of contact for their questions
Contribute to business development work as assigned
Use relevant experience and research skills to think beyond the policy/procedures and assist clients on complex issues or ideas that benefit the client
Review samples of commercial loans to ensure acceptable credit standards are maintained and loans conform to established company policy and applicable regulatory requirements
Requirements
commercial lending
financial modeling
loan review
regulatory compliance
10+ years
bachelor's
Working knowledge of commercial lending, agricultural lending, real estate development and construction lending, and required documentation
Strong analytical skills and proficiency in financial modeling. Experience with loan review systems preferred
Ability to effectively communicate any weaknesses in loan administration or other matters requiring attention with clients
Exceptional understanding of regulatory policies and financial risk management
Knowledge of the latest financial regulations and compliance standards
10+ years of experience with credit underwriting, portfolio management, commercial lending, regulatory review, or loan review; experience with loan workouts or distressed credits is preferred
Bachelor’s degree in business, finance, accounting, or related field
About 10-20% travel to client locations in IL and WI
Proactive nature and ability to think outside the box
Benefits
Information not given or found
Training + Development
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Interview process
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Visa Sponsorship
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Security clearance
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Company
Overview
Since 1930
Year Established
The company has been operational since its establishment in 1930.
Focus on driving growth and efficiency in healthcare, financial services, and manufacturing.
Consultants and advisors provide tailored solutions with deep industry knowledge.
Notable for its ability to help organizations with complex financial reporting, compliance, and operational challenges.
Consistently recognized for high-quality results and long-term client relationships.
Optimize strategies, technology, and people for sustainable success.
Culture + Values
We care deeply about our people.
We lead with integrity.
We put our clients first.
We are focused on results.
We work together as one team.
We challenge the status quo.
We are passionate about growth and development.
Environment + Sustainability
2030
Net-Zero Goal
Aim to achieve net-zero carbon emissions by this year through comprehensive sustainability efforts.
Integrate sustainability efforts into daily operations to achieve energy efficiency, waste reduction, and lower carbon footprint.
Focus on reducing environmental impact through technology, collaboration, and innovation.
Provide sustainable solutions to clients that align with both environmental and business objectives.
Inclusion & Diversity
We aim for a workforce that represents diverse backgrounds, perspectives, and experiences.
We are committed to creating an inclusive workplace that fosters collaboration and respect.
We are focused on empowering women in leadership positions and increasing gender diversity at all levels.