Document compliance with loan policies, lending procedures and applicable regulations.
Conduct activities consistent with established banking policies, procedures and systems, Bank Secrecy Act and all applicable State and Federal laws and regulations.
Review documentation relating to originations and renewals, appraisals, collateral, insurance, flood certification(s) etc.
Review sample of commercial loans to ensure acceptable credit standards are maintained and loans conform to established company policy and applicable regulatory requirements.
Use relevant experience and research skills to think beyond the policy/procedures and assist clients on complex issue or ideas that benefit the client.
Apply lending/credit policy, product and loan guidelines, and a high level of judgment, in assessing applicant's credit worthiness.
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.
Requirements
bachelor's
5+ years
financial modeling
credit underwriting
commercial lending
regulatory
About 10-20% travel to client locations in IL and WI
Bachelor's degree in Finance, Accounting, or related field.
Exceptional understanding of regulatory policies and financial risk management.
5+ years of experience in credit underwriting, portfolio management, commercial lending, regulatory review, and/or loan review; preferred candidates will have 10+ years of experience.
Proactive nature and ability to think outside the box.
Working knowledge of commercial lending, agricultural lending, real estate development and construction lending, and required documentation.
Knowledge of the latest financial regulations and compliance standards.
Strong analytical skills and proficiency in financial modeling; experience with loan review systems preferred.
Preferred candidates will have experience with loan workouts or distresssed credits
Ability to effectively identify and communicate to management any weaknesses in loan administration or other matters requiring attention.
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.