Credit Risk Senior Consultant- Small Business Administration (SBA)
San Francisco, CA 
Posted Today
Job Description

Your Journey at Crowe Starts Here:

At Crowe, you have the opportunity to deliver innovative solutions to today's complex business issues. Crowe's accounting, consulting, and technology personnel are widely recognized for their in-depth expertise and understanding of sophisticated process frameworks and enabling technologies, along with their commitment to delivering measurable results that help clients build business value. Our focus on emerging technology solutions along with our commitment to internal career growth and exceptional client value has resulted in a firm that is routinely recognized as a "Best Place to Work." We are 75 years strong and still growing. Come grow with us!

Job Description:

Joining our Financial Services Consulting practice is an opportunity to help make the world more honest, transparent, safe, and secure. From day one of being on our team, you will assist our clients with transforming their governance, embedding risk in their decision-making and maintaining efficient compliance. We will enable an entrepreneurial and innovative environment for you to deliver transformative consulting services and to develop deeply specialized skill sets demanded in today's market.

As a Credit Risk Senior Consultant- Small Business Administration (SBA), you will be responsible for:

  • Performing Small Business Administration (SBA) 7a reviews and writing reports
  • Working closely with the SBA on the various types of compliance reviews of SBA Lenders
  • Performing SBA compliance reviews and commercial loan review work when not reviewing SBA loans
  • Providing loan review services and consulting with clients on credit related matters
  • Making and sustaining meaningful client relationships
  • Supervising, training and reviewing the work of other consultants
  • Managing key aspects of client service projects from planning to completion
  • Becoming a trusted advisor to client management by providing appropriate recommendations and solutions
  • Supporting proposal and business development activities by identifying new target clients, building business relationships with key executives, developing/presenting proposals


Educational and Professional Credentials

  • Bachelor's degree required. Major in Accounting, Finance, or Economics is preferred
  • 3-5 years' experience of working in financial institutions or regulatory supervisory institutions with an emphasis on SBA
  • RMA CRC professional certification is a plus
  • Deep understanding of SBA lending or SBA underwriting, specifically the SBA 7a and 504 programs and working knowledge of 7a SOPs

Preferred Knowledge and Skills

  • Understanding of credit processes, such as loan origination and underwriting; credit policies; portfolio management, allowance for loan and lease losses; loan review and remediation
  • Knowledge of risk rating methodology, commercial lending and working knowledge as a credit expert
  • Thorough knowledge of federal and state banking laws related to credit risk
  • 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
  • Strong written and verbal communication and comprehension both formally and informally to our clients and our teams, in a variety of formats and settings, including in interviews, meetings, calls, e-mails, reports, process narratives, presentations, etc.
  • Direct and deliver significant engagements that deliver value to clients through project management, creation of deliverables and knowledge transfer
  • A self-starter who can prioritize multiple tasks, be resourceful and able to research and find solutions
  • Write and present to clients clear and concise reports and presentations containing meaningful recommendations
  • Willingness to travel up to 60% or more annually

Build a Successful Future in Consulting

At Crowe, Consulting professionals provide thought leadership, process expertise, technology insight and help clients identify, assess, evaluate, and reduce risks. Our Consulting professionals serve large organizations across many industries in an environment where innovation and new ideas are highly encouraged. Through various programs, we provide you with learning and reinvention through high-impact formal and systemic training, including industry, solution, technology, and consulting training, as well as certification. You will be part of a strong global team environment with a fast-paced, challenging, and collaborative setting.

Our Benefits:

At Crowe, we know that great people is what makes a great firm. We value our people and offer employees a comprehensive benefits package. Learn more about what working at Crowe can mean for you!

How You Can Grow:

We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper!

More about Crowe:

Crowe ( is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world.

Crowe LLP 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, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.



Job Summary
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
Bachelor's Degree
Required Experience
3 to 5 years
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