Credit Risk Senior Associate – Client Impact & Growth

CliftonLarsonAllen Wealth Advisors, LLC; Kansas City (MO); On-site; USD 70,000 - 100,000; Full time

Job summary

CliftonLarsonAllen Wealth Advisors, LLC (CLA) is seeking a Senior Associate to join the Credit Risk team. The role supports credit risk consulting engagements, analyzes borrower financials, and coordinates fieldwork to ensure timely delivery.

Ideal candidates hold a Bachelor's in accounting/finance, have 2 years of relevant experience, and are willing to travel locally and overnight. Proficiency with Pfx Engagement and MS Office is required.

Qualifications

• Bachelor's degree required; combination of relevant experience may be accepted.
• 2 years of relevant experience required; degree preferred.
• Frequent local travel with regular (>20%) overnight travel is expected.
• Understand internal software systems including Pfx Engagement; proficiency with MS Office.

Responsibilities

• Manage tasks specific to loan review or other engagements as directed by the lead loan reviewer or CLA credit risk team members.
• Prepare and analyze borrower financial statements for inclusion in the loan review process.
• Coordinate the timely completion of fieldwork.
• Review and/or assist in the preparation of credit review reports.
• Provide ongoing technical assistance support to clients.
• Assist in business development and strategic activities in the credit management area.
• Assist in establishing and maintaining relationships with key bank executives and directors.
• Keep abreast of the latest banking industry, accounting and credit review developments.

Skills

Credit risk consulting

Client relationship management

Team coaching

Education

Bachelor's degree in accounting, finance, or related field

Tools

Pfx Engagement

MS Office

Job description

CliftonLarsonAllen Wealth Advisors, LLC (CLA) is seeking a Senior Associate to join the Credit Risk team. The role supports credit risk consulting engagements, analyzes borrower financials, and coordinates fieldwork to ensure timely delivery.

Ideal candidates hold a Bachelor's in accounting/finance, have 2 years of relevant experience, and are willing to travel locally and overnight. Proficiency with Pfx Engagement and MS Office is required.