Senior Credit Risk Advisor - Financial Services

CliftonLarsonAllen LLP; Tampa (FL); On-site; USD 81,000 - 144,000; Full time

Job summary

CLA is seeking a Senior Associate to join the Credit Risk (Financial Services Industry) team in Tampa, FL. You will manage loan review tasks, prepare borrower financial statements, coordinate fieldwork, and support credit reports while building client relationships and coaching junior staff.

The role involves assisting in engagements, supporting business development in credit management, and maintaining knowledge of banking and credit review developments for clients and CLA teams.

Qualifications

• Bachelor's degree required; combination of experience may be accepted.
• 2+ years of relevant experience in credit risk or finance.
• Travel includes frequent local travel and >20% overnight travel.

Responsibilities

• Manage tasks specific to the loan review or other engagement as directed by the lead loan reviewer or other 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 the firm's 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 through ongoing formal and self-education.

Skills

2+ years of relevant experience

Client interaction skills

Education

Bachelor's degree in accounting/finance

Tools

Pfx Engagement

MS Office

Job description

CLA is seeking a Senior Associate to join the Credit Risk (Financial Services Industry) team in Tampa, FL. You will manage loan review tasks, prepare borrower financial statements, coordinate fieldwork, and support credit reports while building client relationships and coaching junior staff.

The role involves assisting in engagements, supporting business development in credit management, and maintaining knowledge of banking and credit review developments for clients and CLA teams.