Does credit analysis/commercial loan underwriting count as CPA experience?

  • Creator
    Topic
  • #201942
    pjbrogan
    Participant

    C&I/CRE credit analysis and underwriting…might be a stretch but does anyone have experience in this area and has used it as experience needed for CPA licensure? What about any other type of banking experience?

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  • #776057
    Andyred04
    Participant

    I work in internal audit for a bank and I'm fairly certain it will count. This is pretty different from your experience since its in audit but yours may count depending on your state. One thing I do know is that you'll need a CPA to sign-off on your work experience so your manager/supervisor needs to be a CPA.

    FAR: 80 (Gleim, Ninja Notes, Ninja MCQs)
    REG: 87 (Gleim, Ninja Notes, Ninja MCQs)
    BEC: 87 (Gleim, Ninja Notes, Ninja MCQs)
    AUD: 8/27/16

    PA Candidate

    #776058
    pjbrogan
    Participant

    New York State and yes I figured it might be a stretch…just was hoping I wouldn't need to find a new job haha. My supervisor's boss is a CPA and he runs the credit dept./reviews all underwriting. If he was willing to sign off 1.) do you think this could fall into the ‘financial advisory/services' or ‘other' categories on education verification form 4b and 2.) would it even count as he is not my direct supervisor but is ultimately responsible for my work?

    #776059
    jcf175
    Participant

    check out form 4 that you need to fill out to apply. it has like a page of detailed examples. helps that your boss is a CPA (you need the person signing off to be a CPA). Also, doesnt hurt to call NYS and ask.. I called them and they're surprisingly helpful

    Passed all sections between 5/15 - 10/15 order AUD REG BEC FAR (used Becker only)

    #776060
    MaLoTu
    Participant

    This is a very state board specific question. It is possible that your boss' boss can sign off, but the most reliable information will come from the NY state board.

Viewing 4 replies - 1 through 4 (of 4 total)
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