CareerPlan

Senior Credit Officer, Director - Financial Institutions

Chicago, IL, USAFull-time$130k–$270k2026-09-23 → 2026-11-11
Based in United States

Core

Provides independent credit adjudication, approval, and risk oversight for a portfolio of Financial Institution clients, including banks, broker-dealers, asset managers, and insurance companies.

Role type

Senior IC Credit Risk Director (Financial Institutions)

Builds

Credit decisions, risk oversight, and strategic guidance for complex lending and counterparty exposures

Domain

Banking / Financial Services / Credit Risk

Required skills

Credit risk analysis, Financial Institution underwriting, Counterparty credit risk, Trading products expertise, Derivatives knowledge, Capital markets risk, Portfolio management, Regulatory frameworks, Financial statement analysis, Strategic advisory

Preferred skills

CFA, FRM, CPA, MBA, Coaching and mentorship, Stakeholder management

Technologies

Credit frameworks, Monitoring tools, Reporting systems

Responsibilities

Independently assess and approve complex credit transactions involving Financial Institution counterparties; Evaluate counterparty credit risk, transaction structures, collateral, and risk mitigants; Act as a trusted advisor to senior business and risk leaders on credit and strategic risk matters; Partner with Capital Markets, Treasury, Legal, Compliance, and Risk teams to address complex credit matters; Provide coaching, mentorship, and credit expertise to team members and business partners.

Seniority

Director, Senior leadership with mentorship