We greatly appreciate your referral, and we look forward to reviewing the qualifications of the candidate you've recommended. Here's a brief overview of the process:
After you've completed this referral form, your recommended candidate will be directed to apply for the specific role through our website. This step is crucial for Wipfli to remain compliant with federal laws and to ensure a fair and transparent selection process. Once their application is received, our Talent Acquisition team will evaluate their qualifications, including how well they align with the requirements of the role and the broader needs of our organization.
Your referred candidate will remain in our candidate database for future opportunities, offering them additional chances to become part of our team. As the referrer, your role in the recruitment process is to bring potential talent to our attention. We ask that you refrain from discussing updates on the candidate's status, out of respect for their personal consideration. Our Talent Acquisition team will provide you with a final update once the candidate has been informed of their application status. Throughout this process, we may reach out to you with any questions or additional information to ensure a seamless and effective referral experience.
Thank you for your invaluable contribution to our recruitment efforts, and we sincerely appreciate your understanding and support throughout this process. If you would like to read more about referral bonus eligibility, please visit InSite: Referral Bonus Program Eligibility
Responsibilities: - Manage complex projects, ensuring accurate and timely completion. - Responsible for analysis of the credit risks within individual commercial loans and commercial mortgages. - Review loans to ensure that acceptable credit standards are maintained and that loans conform to established Client policy. - Oversee the preparation of and produce workpapers and documentation in conformance with the firm’s quality control standards. - Oversee the preparation of and produce written reports which clearly, appropriately, and accurately communicate engagement results. - Train, mentor and provide direction to staff. - Monitor and control budgets and productivity within areas of accountability. - Maintain ongoing communication regarding client activities with the relationship partner, Director of Loan Review, engagement senior manager, associates on the engagements and/or performance coach. - Develop new commercial Loan Review business. - Prepare proposals and engagement agreements. - Travel to client locations within the U. S. is required, 10% - 20%.
Qualifications: - Business-related degree or a combination of education and related work experience. - 10+ years of commercial loan review, commercial lending, and/or credit administration management experience with a consulting firm, regulatory agency, and/or financial institution. - Working knowledge of commercial lending, agricultural lending, real estate development and construction lending, and the required collateral documents for each. - Ability to effectively communicate to management any weaknesses in loan administration or other matters requiring attention. - Exceptional client management skills. - Strong analytical skills; experience with Microsoft Outlook, Word, Excel, and Access. - Highly motivated and self-directed. - Prior project management experience. - Be comfortable leading engagements. #LI-Remote #LI-AF1
Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
Always advancing. Always progressing. From curiosity to clarity to results.
That’s Wipfli. We’re Wipfli, a top 25 advisory firm with a strong CPA foundation serving 54,000 clients across today’s most complex industries. For more than 90 years, we have evolved and grown to help our clients take on whatever comes next. Yet as much as we change, at our core, we remain committed to curiosity and our clients. Our more than 3,000 full-time associates help our clients with services that range from business consulting and digital services to audit and accounting. We focus on emerging and mid-market organizations with specialized knowledge in industries like financial institutions, financial services, manufacturing, distribution, healthcare, construction, real estate, government, nonprofit, agriculture, auto dealerships, technology and tribal gaming and government. Our mission to create a lasting, positive impact extends beyond our clients to our associates and communities. We believe in a workplace — and world — where everyone feels included and diversity is embraced. To foster that, we are committed to creating an environment where everyone is equally supported, empowered and encouraged. Through initiatives focused on leadership, recruitment, training and diverse business resource groups, we will continue to become a more inclusive firm and build the workforce of the future. We know that diversity makes us all stronger.
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Specialties: Digital services, organizational performance, executive coaching, financial solutions, audit/accounting, outsourcing and mitigating risk.
