Loan Review Manager

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: $6,250 – $8,333 monthly
Division: Bank Consulting
Work Location: Waco/Remote
Overnight Travel: Overnight travel will be expected. After successful training, remote work will be possible based on client needs.

General Description

Under the general direction of the Bank Consulting Director, performs management level consulting work in credit risk measurement and risk management practices for a financial institution loan portfolio of commercial and consumer borrowing relationships. The focus of this position is working with and through others, building and maintaining relationships, and working closely and accurately within established guidelines. The position involves managing all aspects of the loan review engagement including interacting with bank management to obtain request list items, preparing the scope of loans to be reviewed, data entry, financial analysis, conducting credit reviews during onsite and/or remote consulting engagements, analyzing internal reports, reviewing industry information, researching risk topics affecting the financial services industry, scheduling exit meetings and preparing written reports to be delivered to the client. The person in this position must be friendly and genuinely interested in the needs of others, including our clients. Reports to the Bank Consulting Director.

General Duties and Responsibilities

• Assists in credit risk related consulting engagements.
• Builds and maintains relationships both internally and externally.
• Ability to work in a faster than average pace with multiple engagements running concurrently.
• Manages all aspects of the loan review engagement including on-site or remote workflow, meetings with management, exit meetings and final reports.
• Ensures proper application of policies and procedures, as well as state and federal banking regulations.
• Assists the Bank Consulting Director as requested on special projects.

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.
• 3+ years’ experience in: Loan review consulting. Banking positions such as commercial lending, credit administration, internal loan review or credit analyst or regulatory experience with the Texas Department of Banking, OCC or FDIC as an examiner.

Knowledge, Skills, Abilities

• Possess strong oral and written communication skills with a persuasive, teaching style of communication
• A high level of integrity and commitment to confidentiality of bank related records and sensitive customer information.
• Highly organized and detail oriented and possess the ability to manage multiple tasks and assignments quickly, correctly, and efficiently.
• Willingness to jump in and roll up your sleeves to help out when necessary.
• Ability to lead by example, with first-hand knowledge within the banking industry.
• Strong, yet friendly follow-up necessary on tasks delegated.
• Sound knowledge of accounting principles including business and consumer financial statements.
• Proactive, with the ability to exercise sound judgment.
• Ability to meet deadlines and complete assigned work on time and correctly.

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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