Overview
At Wipfli, people count.
At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
Responsibilities
The Loan Review Senior Consultant has the opportunity to work either remote, hybrid, or in person anywhere in the state of IL or the state of WI. About 10-20% travel to client locations in IL and WI is required.
Responsilibities :
- Review samples of commercial loans to ensure acceptable credit standards are maintained and loans conform to established company policy and applicable regulatory requirements
- Examine credit risks within loan portfolios and the appropriateness of risk grades for the loans reviewed
- Review documentation relating to originations and renewals, appraisals, collateral, insurance, flood certification(s) etc
- Document compliance with loan policies, lending procedures and applicable regulations
- Document observations and variations and discuss with the client
- Use relevant experience and research skills to think beyond the policy / procedures and assist clients on complex issues 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
- Conduct activities consistent with established banking policies, procedures and systems, including the Bank Secrecy Act and all applicable State and Federal laws and regulations
- Work on internal projects, propose time saving measures and contribute to team goals
- Contribute to business development work as assigned
- Provide guidance, coaching and feedback to less experienced team members and serve as the first point of contact for their questions
Knowledge, Skills and Abilities
Qualifications :
Bachelor’s degree in business, finance, accounting, or related field10+ years of experience with credit underwriting, portfolio management, commercial lending, regulatory review, or loan review; experience with loan workouts or distressed credits is preferredWorking knowledge of commercial lending, agricultural lending, real estate development and construction lending, and required documentationAbility to effectively communicate any weaknesses in loan administration or other matters requiring attention with clientsExceptional understanding of regulatory policies and financial risk managementKnowledge of the latest financial regulations and compliance standardsStrong analytical skills and proficiency in financial modeling. Experience with loan review systems preferredProactive nature and ability to think outside the boxAbout 10-20% travel to client locations in IL and WICarly Seidl, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
#LI-hybrid #LI-CS1
Additional Details
Additional Details :
Wipfli is an equal opportunity / affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email athr@wipfli.com