- Lead client engagements end-to-end integrating outputs across teams, managing expectations and mentoring junior talent to uplift execution quality.
- Meet quantitative expectations of charge time and utilization (1,560 hours for a total of 68% of time worked)
- Serve as primary contact for client engagements assigned and maintain regular communication with the onshore team and/or client/relationship executive for streamlined client experience.
- Effectively plan, allocate tasks and manage work teams of 3 or more associates on engagements to meet client deliverable timeframes with delivery of high-quality work product.
- Review a sample of commercial loans of financial institutions to ensure that acceptable credit standards are maintained and that loans conform to established company policy and any applicable regulatory requirements.
- Analysis of the credit risks within individual commercial loans and commercial mortgages and opine on the appropriateness of risk grades for the loans reviewed.
- Review documentation relating to origination and renewals, collateral, insurance, flood certification(s) etc. Document compliance with loan policies, lending procedures and applicable regulations with the application.
- Document observations, deviations that need to be discussed with the client.
- Conduct activities consistent with established banking policies, procedures and systems, Bank Secrecy Act and all applicable State and Federal laws and regulations in the United States of America.
- Manage performance and build a diverse, high-trust team culture. Provide guidance, coaching and actionable feedback to junior team members and serve as the first point of contact for their questions.
- Effectively lead calls with the onshore (US) team to discuss team progress, quality and productivity.
- Champion continuous improvement and work with leadership to implement ideas.
- Support the team and manager in providing other risk advisory services to financial services and other industry clients as required.
Essential Qualifications and Experience
- Master's or Bachelor's degree in accounting or finance (M. Com/B. Com/MBA). Major in Banking would be a plus.
- 6- 8 years of experience in the banking industry with a focus in lending, credit analysis and loan review.
- Knowledge and experience in US banking industry with good knowledge of applicable rules and regulations is strongly preferred.
- Good knowledge and understanding of business banking and commercial loan products and lending credit policies/guidelines.
- Working knowledge of commercial lending, agricultural lending, real estate development and construction lending, and the required collateral documents for each type.
- Experience in regulatory compliance for US based financial institutions is preferred.
- Experience managing multiple projects from start to end, demonstrating ownership of projects
- Experience in people development, stakeholder management, escalation management, and ability to communicate effectively with other leaders, both internally and externally.
- Prior experience of working with overseas team is essential.
Skills & Abilities:
- Good spoken and written English
- Strong analytical skills and critical thinking ability
- Self-motivated and detail-oriented
- Strong desire and capacity to learn
- Strong leadership skills with self-accountability
- Ability to develop people and client relationships
- Ability to plan and prioritize multiple projects, follow through on requests, take initiative, work under pressure and meet deadlines.
- Able to generate quality work products in a timely manner with strong attention to detail.
- Able to communicate well with team members and leaders across US and India.
- Ability to grasp new things quickly and apply learnings
- Team player with strong interpersonal and communication skills
- Good knowledge of Microsoft Outlook, Excel and Word, and Adobe.
- Prior experience with CaseWare or DiCom CQS is a plus.
Top Skills
What the Team is Saying
What We Do
Wipfli is an advisory firm that delivers holistic solutions to help clients navigate the modern marketplace, optimize performance and drive growth. Our more than 3,000 full-time associates deliver digital, people, strategy, risk, financial and outsourcing solutions to 54,000+ clients.
"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.
Why Work With Us
At Wipfli, people count.
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. And we seek feedback openly, from all.
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Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Freedom to work from anywhere! Wipfli takes a flexible approach in allowing employees to choose to be remote, hybrid, or in-office.
