Credit Risk Senior Consultant | Specialty Lending
CBIZ - Conshohocken, PA
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Job Description #LI-AM1 #LI-Hybrid Responsibilities The Credit Risk Services Group serves the needs of a diversified client base, including financial institutions, non-bank lenders, debt funds, private equity and hedge funds, institutional investors, and companies in need of debt or equity financing. Our professionals provide services specifically tailored to our clients' changing needs, including the varying aspects of initial or periodic analysis for financial transactions, including debt and equity transactions. We have experience across multiple lending and equity transactions, various debt asset classes, specialty lending/securitization and asset-based lending areas. Essential Functions and Primary Duties Perform and/or manage due diligence assignments Able to work independently and meet deadlines Also able to work cohesively in a team-based engagement environment Prepare and review Consultant reports and work products and provide timely feedback Responsible for completion of engagements, including managing all aspects of project Conduct field work and analysis both remotely and on-site (consistent travel required) Participate in business development activities to include memberships in qualified organizations QualificationsMinimum Qualifications Bachelor's degree in relevant field 3 years of relevant work experience Achieve professional certifications relative to area of expertise, must have and preserve required licenses Must possess analytical skills Proficient use of applicable technology Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally Must be able to travel based on client and business needs About Us CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast. CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Created: 2026-03-04