Credit Review Specialist

The Credit Review Specialist is a key member of the Financial Institutions Practice if the firm. This position is responsible for supporting outsourced credit review engagements for banks and credit unions, focusing on evaluating credit quality, risk ratings, regulatory compliance, and loan portfolio management practices.

In addition to credit review responsibilities, this role contributes to financial statement audits by reviewing loan files for credit loss and testing controls over loan onboarding. The specialist also supports internal audit engagements through periodic credit review testing (monthly, quarterly, or annually) and assists with compliance consulting services by testing banking regulations related to lending activities.

Bachelor’s degree in Accounting, Finance, Economics, or a related field

2+ years of experience in credit analysis, credit review, commercial lending, or loan portfolio risk management—preferably in a bank, credit union, or financial services consulting firm

Knowledge of banking regulations and credit risk rating systems

Familiarity with regulatory guidance or Generally Accepted Accounting Principles

Strong analytical skills

Effective verbal and written communication skills

Detail oriented

Proficient in Microsoft Excel and loan review software or systems

CPA, CRC (Credit Risk Certification), or similar designation is a plus

Health insurance; dental insurance; vision insurance; an employer funded profit-sharing plan with a 401(k) option (upon meeting eligibility requirements), group term life insurance, disability insurance, flexible spending accounts and a flexible time off and paid leave program.