Manager, Financial Services Risk Consulting (Lender Due Diligence)

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As a manager in RSMs growing Financial Services Risk Consulting practice you will have the opportunity to leverage your financial services credit risk and due diligence experience while continuing to grow your leadership and client management skills. You will work with leading financial institutions and specialty finance organizations on complex engagements involving lender due diligence credit risk asset-backed lending loan portfolios and related financial services transactions.

In our Financial Services Risk Consulting practice our team works alongside lenders investors risk and internal audit functions and other stakeholders to evaluate risks assess controls and processes and provide insights that support informed lending and investment decisions.

Key Responsibilities

Client Experience

• Lead and manage lender due diligence and risk consulting engagements for financial institutions lenders investors and specialty finance organizations.
• Assess the design and effectiveness of credit operational servicing compliance and risk management controls.
• Review and evaluate third-party diligence audit agreed-upon procedures collateral examination and other supporting reports as part of the overall diligence process.
• Identify and assess credit collateral operational compliance and reporting risks and develop practical recommendations to address identified issues.
• Support diligence related to asset-backed lending warehouse facilities portfolio acquisitions securitizations and other structured or specialty finance transactions.
• Lead client discussions and interviews with lenders borrowers originators servicers finance teams risk management internal audit and other transaction stakeholders.
• Prepare and present diligence findings risk assessments and recommendations to senior client stakeholders.
• Own management-level relationships and serve as a trusted advisor throughout the engagement lifecycle.
• Manage multiple engagements teams timelines and deliverables while maintaining responsibility for engagement economics and client expectations.

Talent Experience

• Manage motivate and mentor teams delivering complex financial services and lender due diligence engagements.
• Provide technical guidance and coaching in areas including credit risk loan review due diligence financial controls and risk assessment.
• Support the development of team members through on-the-job coaching feedback and training.
• Assist with developing training content and resources related to areas of subject-matter expertise. Manager - FSRC

Business Development

• Build and maintain relationships with financial institutions lenders investors and other industry stakeholders.
• Identify opportunities to expand client relationships and support growth within the lender due diligence and financial services risk space.
• Communicate with prospects to understand their needs and develop appropriate scope delivery plans and budgets.
• Contribute to proposals presentations and other pursuit materials.
• Develop and share financial services and risk-related thought leadership.

Position Qualifications

• Bachelors or Masters degree in business accounting finance or a related discipline.
• 5 years of experience in lender due diligence transaction advisory credit risk loan review structured finance asset-backed securities (ABS) securitization or asset-based lending within a consulting accounting financial institution or specialty finance environment.
• Experience evaluating loan or asset portfolios collateral borrower financial information underwriting practices servicing operations or credit/risk processes.
• Experience identifying and evaluating credit collateral operational compliance and control risks.
• Experience leading project-based work with defined milestones deliverables and timelines.
• Strong written and verbal communication skills including the ability to present findings and recommendations to senior stakeholders.
• Ability to manage multiple clients projects and teams in a fast-paced environment.
• Job-relevant certification such as CPA CIA CFA or other relevant credential preferred.
• Ability to travel to meet client needs and work collaboratively both in-person and remotely.

At RSM we offer a competitive benefits and compensation package for all our offer flexibility in your schedule empowering you to balance lifes demands while also maintaining your ability to serve more about our total rewards at applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal state or local law.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/ is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application interview or otherwise participate in the recruiting process please call us at or send us an email at .

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying excluding internships you may be eligible for hire as an experienced associate.

RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California please click here for additional information.

At RSM an employees pay at any point in their career is intended to reflect their experiences performance and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including but not limited to education skills work experience certifications location etc. As such pay for the successful candidate(s) could fall anywhere within the stated range.