Senior Credit Risk Consultant - Client Growth & Travel

CliftonLarsonAllen LLP; Dallas (TX); On-site; USD 81,000 - 144,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Wellness program

Job summary

CLA, in Dallas, seeks a Senior Associate for the Credit Risk (Financial Services Industry) team to support credit risk engagements, build client relationships, and mentor junior staff. The role involves managing loan review tasks, analyzing borrower financial statements, coordinating fieldwork, and preparing credit review reports.

You will provide ongoing technical assistance to clients, contribute to business development, and travel locally with overnight stays (>20%).

Qualifications

• Bachelor's degree in accounting, finance, or related field required.
• Minimum 2 years of relevant experience required.
• This position requires frequent local travel to/from client sites with >20% overnight travel.
• Proficiency with Microsoft Windows and MS Office; familiarity with Pfx Engagement.

Responsibilities

• Manage tasks related to loan review or engagement as directed by lead reviewer.
• Prepare and analyze borrower financial statements for loan review.
• Coordinate timely completion of fieldwork.
• Review/assist in credit review reports.
• Provide ongoing technical assistance to clients.
• Assist in other engagements or duties as assigned.
• Provide administrative support to the credit risk services line.
• Assist in business development and credit management activities.
• Help establish and maintain relationships with bank executives.
• Stay updated on banking, accounting, and credit review developments.

Skills

Credit risk knowledge

Client relationship management

Education

Bachelor's degree

Accounting/Finance degree preferred

Tools

Pfx Engagement

MS Office

Windows

Job description

CLA, in Dallas, seeks a Senior Associate for the Credit Risk (Financial Services Industry) team to support credit risk engagements, build client relationships, and mentor junior staff. The role involves managing loan review tasks, analyzing borrower financial statements, coordinating fieldwork, and preparing credit review reports.

You will provide ongoing technical assistance to clients, contribute to business development, and travel locally with overnight stays (>20%).