Credit Risk - Director (Financial Services)

CliftonLarsonAllen Wealth Advisors, LLC; Kansas City (MO); On-site; USD 140,000 - 200,000; Full time

Job summary

CliftonLarsonAllen Wealth Advisors, LLC (CLA) seeks a Director to join the Credit Risk (Financial Services Industry) team in Kansas City. The role provides audit services to clients, leads loan review engagements, mentors staff, and serves as a technical resource on audit and accounting issues.

Education required is a Bachelor's degree in accounting/finance with at least 7 years of relevant financial institution experience.

Qualifications

• Bachelor's degree required; combination of experience and training may be accepted.
• 7 years of relevant financial institution experience required.
• Proficient in Microsoft Office (Word, PowerPoint, Excel).

Responsibilities

• Collect and analyze data to scope loan review projects.
• Evaluate credit files and assess risk on an aggregate basis.
• Coordinate with clients for timely fieldwork completion.
• Lead loan review engagements and communicate findings.
• Review workpapers and loan review reports for quality control.
• Prepare and review credit review reports; provide technical assistance.
• Oversee staff on credit risk engagements and mentor juniors.
• Contribute to business development in the credit management area.
• Maintain relationships with bank executives and directors.

Skills

Credit risk analysis

Staff leadership

Audit & accounting

MS Office

Education

Bachelor's degree in accounting/finance

Tools

Microsoft Office

Job description

We recognize that not everyone wants to grow their career paths in the same way. That’s why **CLA** exists to ***create opportunities***. With 8500 employees and over 130 offices nationwide, We promise to know you and help you! CLA is looking for a **Director** to join our **Credit Risk (Financial Services Industry)** team. This role provides audit services to clients. They oversee credit risk consulting engagements, manages talented staff, and assumes the role of mentor on audit and accounting technical issues and overall professional development. **Job Description:*** Collecting and analyzing pertinent data to scope a loan review project or assignment* Evaluating credit files and assessing risk on an aggregated basis* Coordinating with clients for the timely completion of fieldwork* Leading loan review engagements, organizing and communicating findings from such reviews* Reviewing workpapers and loan review reports in a quality control capacity* Preparing and reviewing credit review reports* Providing ongoing technical assistance support to clients* Anticipating and addressing client issues* Assisting in the oversight and completion of other engagements/special projects or duties as assigned* Providing oversight/review of assigned staff members for credit risk engagements* Assisting in the firm’s business development and strategic activities in the credit management area* Developing and maintaining relationships with key bank executives and directors* Attending conferences and association meetings for financial institutions* Working with other CLA staff and clients to address credit review issues that may arise* Remaining informed of the latest banking industry and credit review developments **Education/Experience:*** ***Education:*** Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree.Degree in accounting, finance, or related field preferred.* ***Experience***: 7 years of relevant financial institution experience required. **Skills/Knowledge:*** Proficient in Microsoft Office (Word, PowerPoint, Excel).