Loan Review Consultant

Consultant

Your Journey at Crowe Starts Here:

At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry.

Job Description:

Consulting is a dynamic business focused on solving problems for our clients and serving our core markets through innovative solutions. As technology and AI continue to reshape the consulting landscape, we are looking for individuals who are curious, adaptable, and eager to learn. At Crowe, consultants are expected to build both technical and transferable skills, think critically, and use technology to solve real business problems. In this role, you will continuously learn, collaborate across teams, and explore how tools, including emerging AI capabilities, can improve efficiency, insights, and client outcomes.

As you grow, you'll also begin to take ownership of client relationships, contribute to account strategy, and support the delivery of high-impact work. Developing a sense of account leadership, including understanding client needs, ensuring delivery excellence, and building trusted partnerships, is part of what sets successful consultants apart.

Success in this role comes from a growth mindset, strong communication skills, advanced critical thinking, and the ability to navigate new challenges with confidence.

We are seeking a Loan Review Consultant to support credit risk consulting projects for a variety of clients within the financial services industry. In this role, you will assist in evaluating credit quality, loan documentation, and compliance with bank policies while gaining exposure to a broad range of financial institutions and lending portfolios. Working alongside experienced professionals, you will contribute to loan review engagements, credit risk assessments, and other consulting projects that help clients strengthen governance and risk management practices.

Job Responsibilities

• Provide loan review support and assist with credit risk consulting engagements for financial institution clients.
• Gather, organize, and analyze loan documentation, including financial statements, collateral information, and supporting credit files.
• Prepare preliminary financial analyses, including basic cash flow assessments and collateral evaluations, to identify potential credit risks.
• Evaluate whether commercial loan files adhere to bank policies, procedures, and applicable federal and state banking regulations.
• Review loan documentation for completeness and consistency, identifying exceptions and escalating findings to senior team members as appropriate.
• Assist in systematic reviews of commercial loan portfolios to evaluate credit quality, documentation, credit administration, and policy compliance.
• Support additional credit-related consulting projects, including due diligence engagements and data analysis initiatives.
• Contribute to loan review reports and other client deliverables by preparing analyses, exhibits, and supporting documentation.
• Maintain project tracking tools and internal workflows while managing multiple assignments in a fast-paced consulting environment.
• Develop knowledge of loan origination, underwriting, credit administration, and credit risk management practices.
• Utilize Excel and other analytical tools to improve efficiency and support client engagements.
• Collaborate with team members across multiple client engagements and geographic markets while delivering high-quality client service.

Basic Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or an equivalent combination of education and experience.
• 1+ years of experience in commercial banking, credit analysis, loan review, financial institutions, or risk consulting.

Preferred Qualifications

• Basic understanding of commercial lending, underwriting, and credit analysis.
• Completion of a commercial banking training program is preferred, but not required.
• Familiarity with commercial loan products and financial statement analysis.
• Knowledge of credit processes, including loan origination, underwriting, credit administration, and portfolio management.
• Understanding of federal and state banking regulations related to commercial lending is preferred.
• Strong analytical, organizational, and problem-solving skills with attention to detail.
• Proficiency in Microsoft Excel and other analytical or reporting tools.
• Excellent written and verbal communication skills with the ability to present findings clearly and professionally.
• Ability to manage multiple priorities while working independently and collaboratively within a team environment.
• Demonstrated willingness to learn new technologies, banking systems, and credit risk methodologies.
• Self-motivated, resourceful, and committed to delivering high-quality work and exceptional client service.
• Willingness to travel up to 50% based on client engagement needs.