Loan Review Consultant II
Listed on 2025-12-21
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Finance & Banking
Risk Manager/Analyst, Financial Analyst, Financial Compliance, Financial Services
Loan Review Consultant II
Join to apply for the Loan Review Consultant II role at Wipfli.
Remote, hybrid, or in person in IL or WI. 10-20% travel to client locations required. Part‑time with variable hours during busy season.
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.
- 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.
- Preferred candidates will have experience with loan workouts or distressed credits.
- 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.
Wipfli is an equal‑opportunity/affirmative‑action employer. All candidates will receive consideration for employment without regard to race, religion, color, creed, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other characteristic protected by applicable law.
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
Estimated base pay range $32.00‑42.00 per hour. Offers typically not made at the maximum; actual salary depends on location, skills, experience, training, licensure, certifications, business needs, and relevant employment laws. Individuals may be eligible for an annual discretionary bonus. Benefits include health, dental, vision, HSA enrollment, Employee Assistance Program, 401(k) savings plan with profit share and firm matching, well‑being incentives, education and certification assistance, flexible time off, family care leave, parental leave, and more.
Senioritylevel
Mid‑Senior level
Employment typeFull‑time
Job functionFinance and Sales
IndustriesConsumer Services, Environmental Services, and Events Services
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