Consultant Loan Review Summer 2025 | Multiple Locations

Company Profile:

At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.

Creating a best-in-class employee experience is at the heart of our vision for the future. With several industry focus areas, multiple service lines, and locations in five geographical regions across the country to choose from, the opportunities for your career are without limit.

About FORVIS

FORVIS is a Top-10 professional services firm providing assurance, tax, and advisory services, driven by our commitment to using our forward vision to provide rewarding career opportunities and deliver unmatched client experiences. Learn more at FORVIS.com

Design your career with purpose at FORVIS. For more information about our firm locations, visit FORVIS.com. FORVIS, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, or other protected classifications.

It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

• FORVIS expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
• FORVIS further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS.
• Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.

Requisition Number: 2233169

Position Title:

External Description: Description & Requirements

As a Consultant, you will be working with our Loan Review team to support financial institution clients in all aspects of loan review projects. You will learn loan review and credit analysis abilities to help assess credit risk for lending purposes

How you will contribute:

• Assessing credit risk associated with individual commercial borrowers and entire loan portfolios in banks and credit unions across the country
• Evaluating completeness of loan documentation
• Performing credit risk due diligence for mergers, acquisitions, and securitizations
• Interacting with bank management by recommending alternatives for improvements
• Collaborating with a project team of similar level consultants under the guidance of a seasoned manager
• Meeting with clients either in person or remotely throughout the nation
• Writing and presenting reports
• Working closely with Forvis Mazars auditors to provide loan expertise on external audit clients
• Receiving feedback on completed projects and career development from a coaching/mentor program
• Enjoying the benefits of a flexibleschedule and upward mobility
• Delivering Forvis Mazars' commitment to unmatched client experience through timely and responsive communication with internal and external clients

We are looking for people who have Forward Vision and:

• Effective time management
• Strong oral and written communication skills
• Ability to work well with a team as well as independently
• Problem-solving attitude
• Willingness to take initiative
• Close attention to detail
• Ability to work under pressure and against deadlines

Minimum Qualifications:

• Bachelor's or Master's degree in Finance, Banking Specialization, or another business related field
• Proficiency with Microsoft Office Suite
• Ability to travel overnight, up to 33% (under normal circumstances) as needed
• Ability to work overtime as needed at various times throughout the year

Preferred Qualifications:

• GPA of 3.0 or higher (in major and overall)

Applicants for positions with Forvis Mazars must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for this position.

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City: Charlotte

State: North Carolina

Community / Marketing Title: Consultant Loan Review Summer 2025 | Multiple Locations

Location_formattedLocationLong: Charlotte, North Carolina US

CountryEEOText_Description:

With a legacy spanning more than 100 years, Forvis Mazars is committed to providing a different perspective and an unmatched client experience that feels right, personal and natural. We respect and reflect the range of perspectives, knowledge and local understanding of our people and clients. We take the time to listen to deliver consistent audit and assurance, tax, advisory and consulting services worldwide.

We nurture a deep understanding of our clients’ industries, delivering greater insight, deeper specialization and tailored solutions through people who listen to understand, are responsive and consult with purpose to deliver value.

About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience® through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more.

Forvis Mazars, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.
It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

Forvis Mazars, LLP expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP.Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.