Loan Review Manager

Overview

At Wipfli, people count.  

At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results.   

We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.   

People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. 

Wipfli is seeking a Manager of Loan Review. This position will oversee financial institution client engagements, design and plan engagements, ensure completion of all work, meet with client management to ascertain client needs and service arrangements, and promote and identify opportunities for the firm. This role requires the qualified candidate to be located in/able to commute to clients based in the Chicago area or throughout Wisconsin.

Responsibilities

Responsibilities:

• Manage complex projects, ensuring accurate and timely completion.
• Responsible for analysis of the credit risks within individual commercial loans and commercial mortgages.
• Review loans to ensure that acceptable credit standards are maintained and that loans conform to established Client policy.
• Oversee the preparation of and produce workpapers and documentation in conformance with the firm’s quality control standards.
• Oversee the preparation of and produce written reports which clearly, appropriately, and accurately communicate engagement results.
• Train, mentor and provide direction to staff.
• Monitor and control budgets and productivity within areas of accountability.
• Maintain ongoing communication regarding client activities with the relationship partner, Director of Loan Review, engagement senior manager, associates on the engagements and/or performance coach.
• Develop new commercial Loan Review business.
• Prepare proposals and engagement agreements.
• Travel to client locations within the U. S. is required,  10% - 20%. 

Knowledge, Skills and Abilities

Qualifications:

• Business-related degree or a combination of education and related work experience.
• 10+ years of commercial loan review, commercial lending, and/or credit administration management experience with a consulting firm, regulatory agency, and/or financial institution.
• Working knowledge of commercial lending, agricultural lending, real estate development and construction lending, and the required collateral documents for each.
• Ability to effectively communicate to management any weaknesses in loan administration or other matters requiring attention.
• Exceptional client management skills.
• Strong analytical skills; experience with Microsoft Outlook, Word, Excel, and Access.
• Highly motivated and self-directed.
• Prior project management experience.
• Be comfortable leading engagements.

#LI-Hybrid #LI-AF1

Additional Details

Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.

Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at [email protected]

"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

As required by the Transparency in Coverage Rule, Wipfli is providing access to machine-readable files that disclose certain pricing arrangements with healthcare providers under Wipfli’s AmeriBen and Kaiser medical plans.

If you believe you have been wrongly billed, you may contact U.S. Department of Health and Human Services beginning January 1, 2022 at 1-800-985-3059. Visit https://www.cms.gov/nosurprises for more information about your rights under federal law. For AmeriBen specific resources, please visit: AmeriBen Surprise Billing Notice.