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.
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
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
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 StageTotal Funding
unknownKey Investors
New Mountain Capital
2025-08-01Private Equity
Leadership Team
Recent News
2025-11-28
EIN Presswire
2025-11-14
Company data provided by crunchbase