Loan Review Consultant II jobs in United States
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Wipfli ยท 1 day ago

Loan Review Consultant II

Wipfli is a company that values people and relationships, offering a career-defining opportunity. The Loan Review Consultant II will review commercial loans to ensure compliance with credit standards and regulatory requirements, while also examining credit risks and documenting compliance.

AccountingConsultingInformation Technology
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Growth Opportunities
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H1B Sponsor Likelynote
Hiring Manager
Carly Seidl, SHRM-CP
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Responsibilities

Review sample of commercial loans to ensure acceptable credit standards are maintained and loans conform to established company policy and applicable regulatory requirements
Examine credit risks within loan portfolios and the appropriateness of risk grades for the loans reviewed
Review documentation relating to originations and renewals, appraisals, collateral, insurance, flood certification(s) etc
Document compliance with loan policies, lending procedures and applicable regulations
Document observations and variations and discuss with the client
Use relevant experience and research skills to think beyond the policy/procedures and assist clients on complex issue or ideas that benefit the client
Apply lending/credit policy, product and loan guidelines, and a high level of judgment, in assessing applicant's credit worthiness
Conduct activities consistent with established banking policies, procedures and systems, Bank Secrecy Act and all applicable State and Federal laws and regulations

Qualification

Credit underwritingRegulatory reviewFinancial risk managementCommercial lendingAnalytical skillsProactive natureCommunication skillsProblem-solving skills

Required

Bachelor's degree in Finance, Accounting, or related field
5+ years of experience in credit underwriting, portfolio management, commercial lending, regulatory review, and/or loan review; preferred candidates will have 10+ years of experience
Working knowledge of commercial lending, agricultural lending, real estate development and construction lending, and required documentation
Exceptional understanding of regulatory policies and financial risk management
Knowledge of the latest financial regulations and compliance standards
Ability to effectively identify and communicate to management any weaknesses in loan administration or other matters requiring attention
Strong analytical skills and proficiency in financial modeling; experience with loan review systems preferred
Proactive nature and ability to think outside the box
About 10-20% travel to client locations in IL and WI

Preferred

Preferred candidates will have experience with loan workouts or distressed credits
Experience with loan review systems preferred

Benefits

8 health plan options (both HMO & PPO plans)
Dental and vision coverage
Opportunity to enroll in HSA with potential Firm contribution
Employee Assistance Program
Firm-sponsored basic life and short and long-term disability coverage
A 401(k) savings plan & profit share as well as Firm matching contribution
Well-being incentive
Education & certification assistance
Flexible time off
Family care leave
Parental leave
Family formation benefits
Cell phone reimbursement
Travel rewards
Critical illness & accident insurance
Hospital indemnity insurance
Legal
Long-term care
Pet insurance
ID theft protection
Supplemental life/AD&D

Company

Wipfli LLP is one of the top 20 accounting and consulting firms.

H1B Sponsorship

Wipfli has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (3)
2023 (5)
2022 (6)
2021 (7)
2020 (6)

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
New Mountain Capital
2025-08-01Private Equity

Leadership Team

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Ryan Risley
Partner and Chief Technology Officer - Business Solutions Group
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Jeff Greeneway
Retired
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Company data provided by crunchbase