Credit Review Manager

Moss Adams LLP; Dallas (TX); On-site; USD 80,000 - 100,000; Full time

Job summary

A leading firm in financial services seeks a Credit Review Manager in Dallas, TX. The role involves managing client relationships, conducting credit reviews, and leading a team. Ideal candidates will have a Bachelor's degree and significant experience in banking or credit unions. Join a values-driven firm that fosters growth and embraces opportunity.

Qualifications

• Minimum of 4 years of experience in banking/credit unions.
• Proficient in financial analytic tools.

Responsibilities

• Cultivate and maintain strong client relationships.
• Conduct thorough reviews of individual credit files.
• Lead and mentor staff, offering guidance and training.

Skills

Collaboration

Critical Thinking

Emotional Intelligence

Professional Presence

Growth Mindset

Intellectual Curiosity

Results Focus

Education

Bachelor's degree

Tools

Moody's

Microsoft Office

Job description

Job Description - Credit Review Manager (28109)

Credit Review Manager (

Job Number:

28109 )

Employee Status

Employee Status

: Regular Schedule : Full Time

Primary Location

: Dallas, TX

Other Locations

: Houston, TX, Remote

Description

At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care—about you, about our clients, and about our communities. Here, you’ll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm’s size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you’ll have fun while solving complex and interesting business challenges.

The Credit Review Manager is part of the Financial Services Advisory group. This group provides regulatory compliance, internal audit, information systems and related consulting services for financial institutions, including banks, credit unions, fintechs and other types of financial services companies throughout the United States.

Individuals who thrive at Moss Adams exhibit the following success skills – Collaboration, Critical Thinking, Emotional Intelligence, Professional Presence, Growth Mindset, Intellectual Curiosity, and Results Focus.

Responsibilities:

• Cultivate and maintain strong client relationships for credit review engagements, while also providing advisory support as required.
  
• Conduct thorough reviews of individual credit files to ensure adherence to both financial institution policies and regulatory standards
  
• Execute and document comprehensive testing procedures for consulting, compliance, and internal audit engagements
  
• Identify key findings and articulate opportunities for process enhancements to optimize operational efficiency
  
• Investigate and analyze technical issues that arise during engagements, providing informed insights and solutions
  
• Collaborate with clients to develop and implement strategic solutions tailored to meet their specific needs
  
• Lead and mentor staff, offering guidance and training to ensure high-quality execution of engagements
  
• Proactively identify and strategize initiatives to capitalize on market opportunities for growth within the credit review practice
  
• Review and analyze financial statements of individuals or companies for sufficient cash flows to repay debt obligation

Qualifications:

• Bachelor's degree or equivalent professional experience required
  
• Minimum of 4 years of experience in banking/credit unions, focusing on credit analysis and underwriting
  
• Preferred experience in credit/loan department operations, internal audit, and consulting services
  
• Proficient in financial analytic tools, including Moody's
  
• Demonstrated ability to collaborate effectively within a team and work independently
  
• Excellent verbal and written communication skills
  
• Strong creative problem-solving and research capabilities
  
• Capable of managing multiple priorities and concurrent projects efficiently
  
• Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook)
  
• Ability to travel as needed, approximately 35%

Moss Adams is an Equal Opportunity Employer as to all protected groups, including protected veterans and individuals with disabilities.

Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [e-mail].

Certain jurisdictions in the United States require employers to disclose the pay range in job postings. This is the typical range of pay for the position. Actual compensation may depend on factors such as qualifications, work experience, skills, and geographic location. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page.