Senior Credit Risk Consultant: Client Impact & Growth

CliftonLarsonAllen LLP; Milwaukee (WI); On-site; USD 81,000 - 144,000; Full time

Benefits offered by this job

Health, dental, vision benefits

401k plan

Wellness program

Job summary

CLA is seeking a Senior Associate to join the Credit Risk (Financial Services Industry) team in Milwaukee, WI. The role involves supporting credit risk engagements, training staff, and building client relationships.

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

Qualifications

• Bachelor's degree required; combination of experience may substitute.
• 2 years of relevant experience required; degree preferred.
• Frequent local travel with overnight travel (>20%).

Responsibilities

• Manage loan review tasks as directed by the lead reviewer or CLA credit risk team members.
• Prepare and analyze borrower financial statements for loan review.
• Coordinate timely completion of fieldwork.
• Review and assist in the preparation of credit review reports.
• Provide ongoing technical assistance support to clients.
• Assist in other engagements or duties as assigned.
• Provide administrative support to the credit risk services line.
• Assist in business development and strategic activities in credit management.
• Assist in establishing and maintaining relationships with key bank executives and directors.
• Address credit review issues with CLA team members and clients.
• Stay updated on banking, accounting and credit review developments.

Skills

Credit risk

Client relationship

Engagement management

Mentoring staff

Education

Bachelor's degree

Accounting/Finance degree preferred

Tools

Pfx Engagement

MS Office

Job description

CLA is seeking a Senior Associate to join the Credit Risk (Financial Services Industry) team in Milwaukee, WI. The role involves supporting credit risk engagements, training staff, and building client relationships.

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