BTVK Advisory is a leading advisory firm whose specialized professionals guide clients through an ever-changing business world, helping them win now and anticipate tomorrow. BTVK Advisory, and its affiliated entities, have operations in North America, South America, Europe, Asia, and Australia. BTVK Advisory’s ultimate parent entity, Baker Tilly US, LLP, is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
To be added to all ET through Experienced requisitions Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Responsibilities:
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Review individual commercial credit files to ensure compliance with financial institution and regulatory guidelines
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Perform and document testing on consulting, compliance and internal audit engagements
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Identify findings and document opportunities for process improvement
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Draft detailed reports to clients that summarize findings and recommendations
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Research technical issues that arise during the engagement
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Assist Seniors and Managers in developing strategic solutions to meet client needs
Qualifications:
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Bachelor’s degree required.
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Minimum 3 years of relevant experience.
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Previous experience in banking or credit unions, with a strong background in credit analysis and underwriting.
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Previous experience in conducting commercial loan file reviews in all aspects of business lending (Small Business Administration, Agriculture, Commercial Real Estate, Construction and Commercial & Industrial).
- Credit/loan department operations experience along with internal audit, and/or consulting services preferred. Ability to review and analyze financial statements of individuals or companies for sufficient cash flows to repay debt obligations
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Familiarity with Moody’s and other financial analytic tools. Ability to work effectively as part of a team and independently
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Creative problem solving and research skills. Strong analytical and report writing skills. Motivated to meet client deadlines and provide excellent client service. Excellent verbal and written communications
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Ability to handle multiple priorities, tasks, and simultaneous projects. Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook))
