Credit Risk - Director (Financial Services)

CliftonLarsonAllen LLP; Kansas City (MO); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health benefits

Dental benefits

Vision coverage

401(k) plan

Job summary

CliftonLarsonAllen LLP (CLA) is seeking a Director to join its Credit Risk team serving financial services clients. The role oversees loan review engagements, mentors staff, and provides technical leadership on audit and accounting issues.

The position emphasizes building client relationships with bank executives, contributing to business development, and staying current with banking industry developments while ensuring high-quality credit risk reviews.

Qualifications

• 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.

Responsibilities

• Collect data to scope loan review projects.
• Evaluate credit files and assess risk on an aggregated 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 ongoing technical assistance to clients.
• Address client issues proactively.
• Oversee assigned staff on credit risk engagements.
• Assist in business development and strategic activities in the credit area.
• Develop and maintain relationships with bank executives and directors.
• Attend conferences and association meetings for financial institutions.

Skills

Microsoft Office

Education

Bachelor's degree

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:

• 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).

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

Wellness at CLA:

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

• health, dental, vision, 401k and much more.

About CLA:

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, more than 120 locations, and a global vision, we promise to know you and help you. For more information visit our website.

Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

CLA's Privacy Policy CLA's privacy policy is available to be viewed on our website.

CLA is an equal opportunity employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

If you require reasonable accommodation when completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact [e-mail].

Start your inspired career When you join CLA, you’ll have the opportunity to design your own inspired career. Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It’s not so much about climbing a ladder or acquiring new titles, it’s the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility.

Wellness at CLA Wellness is shaped by our promise to know you and help you. We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well-being.