Loan Review Consultant
Core
Support credit risk consulting projects for financial institution clients by evaluating credit quality, loan documentation, and compliance with bank policies.
Role type
Loan Review Consultant (IC)
Builds
Credit risk assessments, loan review reports, and compliance analyses for financial services clients.
Domain
Financial Services / Credit Risk / Commercial Lending
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Commercial loan analysis, credit risk assessment, financial statement analysis, regulatory compliance knowledge, Excel proficiency, project management
Preferred skills
Commercial lending underwriting, credit administration, portfolio management, banking training program completion, federal/state banking regulations knowledge
Technologies
Microsoft Excel, loan origination systems, credit risk management tools
Responsibilities
Gather and analyze loan documentation including financial statements and collateral; prepare preliminary financial analyses and cash flow assessments; evaluate commercial loan files for policy and regulatory compliance; review loan documentation for completeness and consistency; assist in systematic reviews of commercial loan portfolios; contribute to loan review reports and client deliverables; manage multiple assignments in a fast-paced environment.
Seniority
Junior to Mid-level, hands-on IC