Loan Review Analyst

About JRBT

During the past century, JRBT has earned a reputation for being one of the best accounting firms in Texas. But we’ve also come to be known as one of the best places to work. Founded in Waco in 1913, JRBT is a mid-sized accounting firm located in a dynamic, growing community. JRBT is consistently recognized for its service to clients and the local community, voted as “Waco’s best accounting firm” year after year. We’ve also attracted national attention, having been named to Inside Public Accounting’s Top 300 Firms list. Among the many reasons for our continued success is our team of bright, dedicated professionals. But the real foundation for our success is our culture—one that has been carefully maintained for more than 100 years. We’ve worked hard to create an environment that places value on family, hard work, community service, mutual respect and the common goal of exceeding clients’ expectations. Simply put, our team members enjoy working here and they like one another. That’s reflected in the exemplary work we do every day.

 
Opening Date: Immediate
Closing Date: Open until Filled
Starting Salary: $4,375.00 – $5,000.00 monthly
Division: Bank Consulting
Work Location: Waco/Remote
Overnight Travel: Overnight travel will be expected. After successful acclimation, remote work will be possible based on client needs.

General Description

Under the general direction of the Bank Consulting Director and Managers, performs entry level consulting work in credit risk measurement and risk management practices for a financial institution loan portfolio of commercial and consumer borrowing relationships. This position is highly precise in nature and requires a very strong attention to detail. It is vital for the work to be very high quality, with correct results, in a repeatable manner. The position involves data entry, financial analysis, conducting credit reviews during onsite and/or remote consulting engagements, analyzing internal reports, reviewing industry information, assisting in the preparation of client deliverables and researching risk topics affecting the financial services industry. Interacting with clients requires a professional, formal manner where the focus is on completing the task pleasantly and correctly. Reports to the Bank Consulting Director.

General Duties and Responsibilities

• Assists in credit risk related consulting engagements.
• Develops draft report comments and submits them to the Manager-in-Charge.
• Ensures proper application of policies and procedures, as well as state and federal banking regulations.
• Represents the Bank Consulting Division at bank management loan review exit meetings.
• Assists the Manager-in-Charge as needed.

Required Minimum Qualifications

Education and Experience

• Graduation from an accredited four-year college or university with major course work in finance, accounting, banking and financial institutions, business administration, economics, or job-related field.
• Previous work experience is preferred but not required.

Knowledge, Skills, Abilities

• Ability to closely follow defined procedures and processes.
• Strong attention to detail, taking pride in highly polish work products.
• Factual, polite, and professional communication style in both oral and written interactions
• People-focused, while being reserved in nature.
• Possess helpful “service” orientation.
• A high level of integrity and commitment to confidentiality of bank related records and sensitive customer information.
• Basic knowledge of accounting principles including business and consumer financial statements.
• Responsive to the needs of clients and management.
• Collaborative work style and comfortable working in a team environment where people have worked together for long periods of time.
• Willingness to be mentored and learn from subject matter experts, management and formal training.
• Ability to meet deadlines and complete assigned work on time.

Registration, Certification or Licensure:

• None Required

Benefits

Benefits available including medical, dental, vision, life and disability insurance as well as 401(k) plan.

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