Credit Risk Director | Specialty Lending in West Conshohocken at CBIZ

Date Posted: 11/21/2023

Job Snapshot

Job Description

With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.      

CBIZ has been honored to be the recipient of several national recognitions:   

  • 2022 Best and Brightest Companies to Work for in the Nation 
  • 2023 Top Workplaces USA 
  • 2022 America's Best Mid-Size Employers 
  • 2022 Best and Brightest Companies in Wellness 
  • 2022 Great Place to Work Certification   

Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.  


CBIZ’s Credit Risk Advisory 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 transaction, various debt asset classes, specialty lending/securitization and asset-based lending areas.

Roles & Responsibilities

  • Perform due diligence and field examination assignments for the Group’s clients
  • Supervise, train and mentor staff; listen and communicate effectively; work to develop responsible, trained staff by conducting performance feedback and evaluations
  • Regarded as a Subject Matter Expert within the business unit and shares knowledge
  • Assume significant client responsibility as client’s trusted advisor, relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
  • Manage staff on engagement deliverables; complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met
  • Responsible for new client development in partnership with upper management; participate in client meetings, presentation and proposal development and meet individual cross serve goals
  • Responsible for billing and realization on assigned clients; develop overall engagement budget, explain variances
  • Understand client’s needs
  • Drive a team environment; demonstrate support of management decisions and builds a positive culture
  • Make recommendations on internal department procedures
  • Recognize business opportunities for our clients and for CBIZ

Preferred Qualifications

  • 8+ years of experience in ABL, Securitization and Private Equity Due Diligence is preferred; or experience as an Internal Auditor or Credit Reviewer within the Financial Services Industry

Minimum Qualifications:

  • Bachelor’s degree required; Masters preferred
  • 8 years of experience
  • 6 years supervisory experience
  • Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
  • Proficient use of applicable technology including excel
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Proven high level of business integrity, client service and leadership skills
  • Must be able to travel based on client and business needs


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CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant’s race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.



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