Credit Risk - Senior Associate (Financial Services Industry)

CLA (CliftonLarsonAllen); Kansas City (MO); Presencial; USD 90 000 - 115 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health, dental, vision benefits

401k plan

Resumo da oferta

CLA is seeking a Senior Associate to join its Credit Risk (Financial Services Industry) team. The role focuses on credit risk consulting engagements, client relationship building, and coaching staff for advanced assignments.

Responsibilities include loan review tasks, financial statement analysis, fieldwork coordination, and preparation of credit review reports, with travel to client sites required.

Qualificações

• Bachelor’s degree required; combination of experience may be accepted in lieu of degree.
• Degree in accounting, finance, or related field preferred.
• 2 years of relevant experience required; degree highly preferred.

Responsabilidades

• Manage tasks for loan review or related engagements as directed by lead reviewer.
• Prepare and analyze borrower financial statements for loan review.
• Coordinate timely fieldwork completion.
• Review or assist in preparing credit review reports.
• Provide ongoing technical assistance to clients.
• Assist with engagements, special projects or duties as assigned.
• Provide admin support to the credit risk services line.
• Support business development in credit management area.
• Help establish and maintain relationships with bank executives/directors.
• Collaborate with CLA team and clients on credit review issues.

Conhecimentos

Pfx Engagement

MS Windows

MS Office

Formação académica

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

Descrição da oferta de emprego

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. This role assists on credit risk consulting engagements for clients, while building client relationships and assuring continued close personal attention to client needs. 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

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.