Loan Review Senior Consultant
Wipfli
Review commercial loans for compliance, risk assessment, and regulatory standards.
9 days ago ago
$88,000 - $118,000
Expert & Leadership (13+ years), Experienced (8-12 years)
Full Time
Naperville, IL
Hybrid
Company Size
2,600 Employees
Service Specialisms
Accounting Services
Audit & Assurance
Consulting
Cybersecurity
Financial Services
Forensic Accounting
Healthcare
Human Resources
Sector Specialisms
Nonprofits
Associations
Role
What you would be doing
loan review
credit analysis
compliance documentation
risk assessment
policy application
project management
- Review documentation relating to originations and renewals, appraisals, collateral, insurance, flood certification(s) etc
- Review samples of commercial loans to ensure acceptable credit standards are maintained and loans conform to established company policy and applicable regulatory requirements
- Document observations and variations and discuss with the client
- Provide guidance, coaching and feedback to less experienced team members and serve as the first point of contact for their questions
- Examine credit risks within loan portfolios and the appropriateness of risk grades for the loans reviewed
- Document compliance with loan policies, lending procedures and applicable regulations
- Contribute to business development work as assigned
- 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
- Use relevant experience and research skills to think beyond the policy/procedures and assist clients on complex issues or ideas that benefit the client
- Work on internal projects, propose time saving measures and contribute to team goals
What you bring
commercial lending
bachelor's
10+ years
financial modeling
regulatory
analytical
- Working knowledge of commercial lending, agricultural lending, real estate development and construction lending, and required documentation
- Bachelor’s degree in business, finance, accounting, or related field
- 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
- Ability to effectively communicate any weaknesses in loan administration or other matters requiring attention with clients
- Proactive nature and ability to think outside the box
- Exceptional understanding of regulatory policies and financial risk management
- About 10-20% travel to client locations in IL and WI
- Strong analytical skills and proficiency in financial modeling. Experience with loan review systems preferred
- Knowledge of the latest financial regulations and compliance standards
Information not given or found
Training + DevelopmentInformation not given or found
Interview process
Information not given or found
Visa SponsorshipInformation not given or found
Security clearanceInformation not given or found
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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.
- 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.
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.
- 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.
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