Credit Advisory Consultant

Job Description

Our client is seeking a senior Credit Advisory Consultant to support bankers as they navigate a newly implemented credit process. Bankers are now responsible for presenting deals directly to Credit Officers, and this role will help bridge the gap by providing expert credit guidance, deal structuring support, and risk analysis coaching.

This consultant will work closely with bankers to ensure deals are properly positioned, analytically sound, and clearly articulated prior to submission to credit leadership. The ideal candidate is a former Credit Officer with approval authority who enjoys mentoring and advisory work rather than execution.

• Serve as a trusted credit advisor to Bankers and Business Relationship Managers (BRMs)
• Review and provide feedback on Lending Transaction Summaries (LTS) and deal narratives
• Help bankers clearly articulate credit risk, structure, and analytical rationale
• Support and refine deal conversation templates used when presenting to Credit Officers
• Hold open office hours where bankers can call in for real‑time deal guidance
• Work alongside an existing credit consultant to provide complementary coverage
• Act as a sounding board prior to formal credit submission
• Utilize internal systems including LTS and Livelink
• No responsibility for preparing spreads or underwriting execution.

• Days:
  Tuesday & Thursday
• Hours:
  
  Start at ~8 hours per week (two half days)
• Will not exceed 20 hours per week
• Light schedule initially, with expected volume increase as the strategy scales
• Approximately 200 bankers supported; deal volume currently ramping

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances.

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• Bachelor’s degree in Accounting, Finance, Business, or Economics
• Formal Credit Training (RMA or equivalent internal bank credit training required)
• Prior experience in Credit Adjudication
• Former Credit Officer / Credit Executive with approval authority
• 10+ years of credit experience
• Strong ability to evaluate risk and coach others on credit analytics
• Excellent communication skills with the ability to guide, mentor, and advise bankers;
  Prior experience training or mentoring banking teams
• Recently retired or semi‑retired credit professionals strongly preferred
• Consulting, advisory, or second‑line credit support background a plus