How we help you
Loan review is a crucial part of effective risk management for your financial services organization. Wipfli can help you get the valuable insights you need while providing an efficient way to manage the resources associated with a loan review.
Identify and mitigate risk in your loan portfolio.
Validate your risk rating methodology.
Know the overall quality of your loan portfolio.
Enhance your loan evaluation with pre-funding support.
Strengthen your credit underwriting process.
Strengthen your loan review function
Whether you require a one-time review within a defined scope or periodic ongoing reviews, our seasoned professionals can confirm the quality and consistency of your risk ratings and credit administration.
Explore our loan review and loan portfolio services for financial services
Wipfli’s loan review services can help you confirm the quality and consistency of your risk ratings. Our loan review specialists work with you to identify and manage risk within your loan portfolio and validate your risk rating methodology so that you can gain insight into lender performance and improve your credit policies and procedures.
We can also provide an independent, custom measure of your portfolio’s overall quality and whether your internal loan classification and risk rating system are working effectively.
Wipfli is ready to help you identify and manage risk in your loan portfolio. Our advisors can provide you support with:
- Concentration management
- Exception management
- Troubled debt restructuring
- Problem credit management
- Credit processes and credit department structure
- Evaluation of internal loan review functions
- Loan policy
- Real estate-owned and other repossessed assets management
We also provide loan portfolio stress testing services for the income-producing commercial real estate segment of your loan portfolio. Work with our team to identify sensitivities and potential weaknesses to changes in external factors before they cause concern.
Better protect your investors from fraud with Wipfli.
Our pre-funding services are administered by experienced financial industry professionals who meet government-sponsored-enterprises (GSE), Department of Housing and Urban Development (HUD), agency and private investor standards. Our team can help you enhance the way you monitor and evaluate the loans you sell on the secondary market so that you can manage your fraud risks.
We’re ready to help you:
- Evaluate the quality of your loans.
- Use best practices to prevent or solve issues.
- Detect and act on signs of fraud.
- Help ensure your review is independent.
Gain valuable insight into your credit underwriting process and your loan customer’s financial management with Wipfli.
Wipfli’s field examination services can help you make sound credit decisions based on reliable, value-added information. Our experienced team can provide your organization with detailed analyses of your organization’s:
- Loan customer’s accounting practices
- Accounts receivable
- Accounts payable
- Inventory
- Accruals
- Taxes
- Personnel
Insights and resources
EVENT | September 17, 2026
CFO Roundtable: Succeeding responsibly with AI
To succeed with AI, financial institutions must understand the technology, its costs and how to govern it responsibly. That’s a tall order given the pace of change. Join Wipfli to learn how to evaluate, implement and govern AI responsibly. We’ll discuss capabilities you could gain from different AI technologies, the role of data management and governance and practical steps to manage risk and control costs.
EVENT | October 15, 2026
Risk Roundtable: Understanding AI to support responsible governance
AI literacy is becoming an essential competency for compliance professionals. Our October Risk Roundtable will cover AI fundamentals and how AI is changing the risk landscape. In many organizations, employees are rapidly adding AI to their daily workflows, and adoption is moving faster than governance. Get caught up with Wipfli. You’ll leave this session with: • A better understanding of the AI technologies your teams may be adopting. • Best practices for supporting responsible AI implementation. • Practical considerations around AI governance, policy and employee education. A live Q&A opportunity will follow the presentation. Risk Roundtable is designed specifically for chief risk officers, internal auditors, BSA officers and compliance officers in community banks and credit unions. Join the community on October 15 and learn how to manage this evolving risk.
WEBINAR | September 10, 2026
AI without the hype: How credit unions can use AI responsibly and profitably
Are you ready to cut through the hype and hear clear, practical advice on using AI in your credit union? Join Wipfli and CUNA Strategic Services on September 10 as we lay the groundwork for responsible and scalable AI adoption. We’ll explain how you can use AI to improve member experiences, increase operational efficiency and support decision-making across your institution. This webinar is designed for credit union CEOs, CIOs, COOs and senior leaders who want to move beyond AI experimentation. Join us to help ensure your credit union’s AI investments support today’s priorities and tomorrow’s strategy.
Reach out to our team
Our loan review specialists are ready to help you improve credit quality and strengthen portfolio performance.
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See how Wipfli’s collaborative approach can help your organization turn regulatory, operational and technology challenges into opportunities for growth and resilience.
