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About the Role

Consulting at Crowe is a dynamic business focused on solving client problems and serving core markets through innovative solutions. As technology and AI reshape the consulting landscape, we seek curious, adaptable individuals eager to learn. Consultants build technical and transferable skills, think critically, and use technology to solve business problems. This role involves continuous learning, cross-team collaboration, and exploring AI capabilities to enhance efficiency, insights, and client outcomes. You will develop ownership of client relationships, contribute to account strategy, and support high-impact work, fostering account leadership and building trusted partnerships.

Responsibilities

Provide loan review services and other consulting engagements with clients on credit related matters.
Prepare detailed financial analysis, including cash flow models and collateral evaluations, to identify potential credit risks.
Evaluate whether commercial loan requests adhere to bank policies and procedures.
Analyze and conduct systematic loan reviews of business-related credits to ascertain adequacy of credit quality, loan documentation, credit administration, and compliance with established policies.
Work on credit projects under a manager, often autonomously on certain aspects.
Support various financial institutions across different geographies.
Lead segments of engagements to develop leadership abilities, including building client and executive relationships.
Write and present clear, concise reports with meaningful recommendations to clients.

Requirements

Bachelor’s degree in Finance, Accounting, or Economics or equivalent combination of education and experience.
3+ years of experience working in financial institutions or regulatory supervisory institutions.
Experience in leveraged lending, capital call, subscription loans, venture lending, or Asset-Based Lending (ABL) is highly preferred.
Graduate degree or Professional certification a plus (i.e. – RMA CRC).
Underwriting, lending, or regulatory experience.
Experience with a variety of loan products and industries.
Working knowledge of SBA SOP is a plus.
Understanding of credit processes, such as loan origination and underwriting; credit policies; portfolio management; allowance for loan and lease losses; loan review and remediation.
Thorough knowledge of federal and state banking laws related to credit risk.
Prior experience with risk ratings, risk rating methodology, and allowance methodology would be a plus.
Strong written and verbal communication and comprehension skills, both formally and informally, in various formats and settings.
Prior experience should include progressive responsibilities, including supervising and reviewing the work of others, and project management, including self-management of simultaneous work-streams and responsibilities.
A self-starter who can prioritize multiple tasks, be resourceful, and able to research and find solutions.
Passionate about learning, meeting goals, and helping a team succeed.
Willingness to travel.
Uphold Crowe’s values of Care, Trust, Courage, and Stewardship.
Act ethically and with integrity at all times.
Must verify identity and eligibility to work in the United States and complete required employment eligibility verification.
Crowe is not sponsoring for work authorization at this time.

Skills

Financial analysis
Cash flow modeling
Collateral evaluation
Credit risk assessment
Loan review
Client relationship management
Business relationship building
Report writing
Presentation skills
Critical thinking
Adaptability
Learning agility
Collaboration
Technology utilization
Project management
Self-management
Prioritization
Resourcefulness
Research
Problem-solving

Location

United States

Work Type

Full-time
Travel

Experience Level

3+ years
Senior

Education Level

Bachelor's degree in Finance, Accounting, or Economics
Graduate degree or Professional certification a plus

Salary/Compensations

$76,200.00 - $151,000.00 per year

Benefits

Comprehensive total rewards package
Career coaching
Inclusive culture that values diversity

About the Company

Crowe is one of the largest public accounting, consulting and technology firms in the United States.
Crowe uses deep industry expertise to provide audit services to public and private entities.
Crowe helps clients reach their goals with tax, advisory, risk and performance services.
Crowe is recognized as one of the country's best places to work.
Crowe serves clients worldwide as an independent member of Crowe Global, a large global accounting network.
The Crowe Global network consists of more than 200 independent accounting and advisory services firms in over 130 countries.

Equal Opportunity

Crowe LLP and Crowe Advisory LLC (and their respective subsidiary entities) provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, genetics, national origin, disability or protected veteran status, or any other characteristic protected by federal, state or local laws.
Crowe will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act.
We are committed to a merit-based hiring process, evaluating all candidates consistently using objective, job-related criteria such as relevant experience, demonstrated skills, measurable impact, and alignment with the role’s responsibilities, and making employment decisions in a fair and inclusive manner free from discrimination.