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 | November 12, 2026
IT Leadership Roundtable: Becoming a Future-Ready IT Professional
The role of IT isn’t disappearing. Its value is shifting. Join Wipfli from 9:30-11:00 am CT on November 12, for a focused session on IT trends impacting financial institutions. In this session, we’ll explore the technology that’s changing the value of IT professionals and how they can spend less…
EVENT | December 9, 2026
CFO Roundtable: Prepare your financial institution for 2027 and beyond
Staying compliant today requires looking ahead to the regulatory and reporting expectations of tomorrow. Join us from 12:30-2:00 pm CT on December 9 for the CFO Roundtable, a forward-looking learning opportunity for chief financial officers, chief risk officers and other accounting leaders. This…
ARTICLE
Executive summary: State of the credit union industry 2027
The executive summary of the 2027 state of credit unions report includes benchmark data on growth, service expansion, AI adoption, cyber resilience and more. Read the summary today.
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Our loan review specialists are ready to help you improve credit quality and strengthen portfolio performance.
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