Wipfli
Website:
wipfli.com
Job details:
Roles and Responsibilities:
Lead multi-workstream client engagements end-to-end, setting approach and managing risk
and escalations, integrating outputs across teams, managing expectations and mentoring junior
talent to uplift execution quality
- Meet quantitative expectations of charge time and utilization (1,495 hours for a total of 65% of time worked)
- Develop client relationships and serve as primary contact for assigned client engagements including for scoping, planning and timelines. Maintain regular communication with the onshore team, client and relationship executive for streamlined client experience
- Optimize staffing and capacity and remove blockers. Effectively plan, allocate tasks and manage work teams 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, staffing, and development plans; build a diverse, high-trust team culture. Provide guidance, coaching and actionable feedback to seniors/assistant managers.
- Monitor budget vs. actuals for the workstream; recommend corrective actions early
- Effectively lead calls with the onshore (US) team to discuss team progress, quality and
productivity.
- Demonstrate leadership in firm initiatives; foster cross-practice collaboration
- Manage the team 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.
- 15-20 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.
- Good 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, including involvement in scoping and ownership of planning, execution, reporting and delivery.
- Strong experience in performance management and people development, stakeholder management, escalation management, and ability to communicate effectively with other leaders, both internally and externally.
- Prior experience of working with overseas teams 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.
Click on Apply to know more.
