Credit Risk - Senior Associate (Financial Services Industry)

CliftonLarsonAllen LLP; Des Moines (IA); On-site; USD 70,000 - 95,000; Full time

Job summary

CliftonLarsonAllen LLP is seeking a Senior Associate to join our Credit Risk (Financial Services Industry) team. The role includes loan review tasks, preparing borrower financial statements, and coordinating fieldwork with frequent travel to client sites.

This position also involves supporting credit review reports and client engagement while contributing to business development in the credit management area.

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

• Managing tasks specific to the loan review or other engagement as directed by the lead loan reviewer or other CLA credit risk team members.
• Preparing and analyzing borrower financial statements for inclusion in the loan review process.
• Coordinating the timely completion of fieldwork.
• Reviewing and/or assisting in the preparation of credit review reports.
• Providing ongoing technical assistance support to clients.
• Assisting in the completion of other engagements/special projects or duties as assigned.
• Providing administrative support to the credit risk services line, as needed.
• Assisting in the firm's business development and strategic activities in the credit management area.
• Assisting in establishing and maintaining relationships with key bank executives and directors.
• Working with CLA team members and clients to address credit review issues that may arise.
• Keeping abreast of the latest banking industry, accounting and credit review developments through ongoing formal and self-education

Skills

Internal software systems

MS Windows

MS Office

Education

Bachelor's degree

Accounting/Finance degree preferred

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 Senior Associate to join our Credit Risk (Financial Services Industry) team. They are also responsible for training and coaching new staff members in preparation to take on more complex assignments and additional engagements.

Job Description:

• Managing tasks specific to the loan review or other engagement as directed by the lead loan reviewer or other CLA credit risk team members.
• Preparing and analyzing borrower financial statements for inclusion in the loan review process.
• Coordinating the timely completion of fieldwork.
• Reviewing and/or assisting in the preparation of credit review reports.
• Providing ongoing technical assistance support to clients.
• Assisting in the completion of other engagements/special projects or duties as assigned.
• Providing administrative support to the credit risk services line, as needed.
• Assisting in the firm's business development and strategic activities in the credit management area.
• Assisting in establishing and maintaining relationships with key bank executives and directors.
• Working with CLA team members and clients to address credit review issues that may arise.
• Keeping abreast of the latest banking industry, accounting and credit review developments through ongoing formal and self-education

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: 2 years of relevant experience required. Degree in accounting, finance, or related field is highly preferred.
• Travel: This position requires frequent local travel to/from client sites as well regular (>20%) overnight, non-local travel.

Skills/Knowledge:

• Understand internal software systems including Pfx Engagement. Proficiency with Microsoft (MS) Windows and MS Office products is necessary.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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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.

To view a complete list of benefits, click here.