With over 25 years experience providing accounting and consulting services, CBIZ MHM, LLC (CBIZ) has established the Credit Risk Group with a practice focused on providing debt and equity transactional due diligence, loan portfolio reviews, asset based lending and asset securitization review services to the financial services industry. Serving the needs of a diversified client base at all stages of business growth, our professionals provide services specifically tailored to our clients’ changing needs, including the varying aspects of initial or periodic analysis for financial transactions. Our Plymouth Meeting office is searching a candidate with commercial loan officer experience to join us as a full-time Senior Manager.
Lead and grow the commercial loan analysis, loan review and credit consulting function that provides high-quality financial statement spreading and commercial credit analysis and loan review consulting for both initial underwriting purposes and annual reviews of existing credits, and credit review training.
Provide direction and leadership in the national roll-out of this new CBIZ service.
Develop qualified and highly motivated analytical staff on a schedule that will enable the department to take advantage of new growth opportunities
Essential Functions and Primary Duties:
Manage and devise a growth plan for the commercial loan analysis, loan review, credit review training and credit consulting function
Spread corporate financial statements of client’s present and prospective commercial borrowers
Provide expert written financial analyses of commercial borrowers to serve as one credit analytical client tool in the initial and on-going underwriting review process
Prepare, through a thorough training process, to take over the management of this unit
Participate in the marketing effort required to achieve the unit’s growth potential
Meet new business prospects and actively service existing clients
Bachelor’s degree required; Master’s degree preferred in Accounting, Taxation or related field business field
8 years of experience in public accounting
Minimum of 8 to 15 years of exemplary experience as a commercial loan officer preferred
5 years supervisory experience
Must have active CPA or equivalent certification
Ability to manage all aspects of client engagements
Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Strong analytical abilities and a thorough understanding of account principals preferred
Proficient use of applicable technology
Ability and desire to lead growth-oriented marketing programs along with entrepreneurial spirit and drive is preferred.
Must be able to travel based on client and business needs.
E-Verify, Affirmative Action and Equal Opportunity Employer
CBIZ - 2 years ago
copy to clipboard
CBIZ (NYSE: CBZ) is one of the nation's leading providers of professional business consulting services with careers available in Financial...