Overview

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.

Job Description:

 

Responsibilities:

• Assist in reviewing commercial credit files to ensure compliance with financial institution policies and regulatory requirements.
• Perform testing and maintain documentation for consulting, compliance, and internal audit engagements.
• Identify exceptions and assist in documenting findings and opportunities for process improvements.
• Prepare workpapers and contribute to the drafting of client reports under the guidance of Seniors and Managers.
• Research technical and regulatory issues relevant to engagements and share findings with the team.
• Support Seniors and Managers in executing engagements, meeting project timelines, and delivering high-quality client service.

Qualifications:

• Bachelor's degree required.
• Minimum 1 year of relevant experience in commercial credit, lending operations, banking, or financial services.
• Exposure to banking or credit union environments, with foundational knowledge of credit analysis and underwriting principles.
• Basic understanding of commercial loan file reviews across lending products such as Commercial & Industrial (C&I), Commercial Real Estate (CRE), Construction, Agriculture, or Small Business Administration (SBA) loans is preferred.
• Exposure to credit/loan operations, internal audit, risk, compliance, or consulting engagements is an advantage.
• Ability to review and interpret financial statements and perform basic cash flow and credit analysis under guidance.
• Familiarity with Moody's or other financial analysis tools is preferred.
• Strong analytical, problem-solving, and research skills with attention to detail.
• Good verbal and written communication skills, with the ability to prepare clear documentation and work effectively in a team environment.
• Ability to manage multiple assignments, meet deadlines, and provide high-quality client service. Proficiency in Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook.