Credit Analyst jobs in Wisconsin
Recently Added Credit Analyst jobs
Credit Analyst
- Northwestern Bank
-
Altoona, WI
OTHER
-
Northwestern Bank, a proud member of the Chippewa Valley community since 1904, is currently seeking a full-time, experienced Credit Analyst.
Job Duties
The ideal candidate for this position will have strong analytical, organizational, interpersonal and communication skills, will be detail-oriented and able to multi-task in a fast-paced environment and will exemplify our Core Values of deliver an exceptional experience, shine through service, lead with integrity, create positive impact, and foster genuine relationships. Job duties include:- Collect, analyze, and interpret customer financial information regarding income, assets, investments, debt, and cash flow to help determine which credit structures will best meet the needs of our customers and to analyze risk
- Communicate with customers to gather all needed information and detail
- Prepare spreadsheets and written reports for presentation at weekly Loan Officer Committee meetings
- Collaborate with Loan Officers in the preparation of loan write ups and the ordering of credit bureaus, appraisals, title insurance, and flood determinations; provides appropriate recommendation on credits.
- Prepare accurate monthly and quarterly management reports
Northwestern Bank Offers The Following- Competitive Pay
- Generous 401K plan
- Health, Dental, Life, and Long-Term Disability Insurance
- Incentive Bonus program
- Paid Vacation, Holiday, and Sick time
Northwestern Bank
Mission Statement
Building Stronger Communities Where People Matter
Core Values
Deliver an exceptional experience.
Shine through service.
Lead with integrity.
Create positive impact.
Foster genuine relationships.
About Northwestern Bank
Northwestern Bank is a locally owned, community bank proudly serving our communities for over 100 years. We are building stronger communities where people matter, and we do that by putting our core values in action.
Northwestern Bank is a reflection of each of the communities we serve and like our communities we are strong, committed, and genuine. We treat customers like family, giving sound advice, and honest financial direction.
About Our Employees
Northwestern Bank employees are remarkable in their commitment to our communities, customers, and to each other. They bring our values to life as they perform their day-to-day responsibilities, make decisions, and in how they treat others. Our employees regularly rise above expectations as they seek to help others, always being truthful, respectful, and trustworthy. They serve our communities through active volunteerism.
Credit Analyst
Position Summary
Works directly with Loan Officers to prepare thorough analysis on credit presentations and annual reviews. Responsible for the maintenance of timely customer financial reporting and credit ratings. Performs portfolio risk assessment analysis and actively participates in Loan Committee. Conducts other duties necessary to carry out the responsibilities of this position.
Principal Duties And Responsibilities- Assist Loan Officers with annual loan reviews on credit relationships as required by Bank policy and regulatory guidance, by conducting financial analysis and risk ratings using Bank spreadsheet software and standard scoring matrix.
- Assist Loan Officers in preparation of loan write-ups for potential new loans.
- Prepare spreadsheets and conduct analysis of customer’s financial information.
- Assist Loan Officers with ordering of required documentation such as credit bureaus and flood determinations.
- Attend weekly Loan Officer Committee meetings, Loan and Credit department meetings and quarterly ACL/CECL meetings.
- Provide assistance as needed for required external loan review and regulatory exams.
- Contact credit customers as needed to ensure timely collection of financial statements
- required by the general loan policy.
- Assist with the preparation of monthly and quarterly management reports as needed.
- Assist as needed with the preparation of Loan Committee minutes and Board loan reports.
- Develop a thorough understanding of all bank products both related and unrelated to the Loan Department.
- Assist as needed with Escrow mailings and UCC filings.
- Acquire a working knowledge of filing initial UCC filings in addition to monitoring and paying UCC filings as they become due, in order to serve as a back-up for those duties as needed.
- Maintain charge-off loan records payment report.
- Assist as needed with downloading documents from the share file.
- Assist as needed with sending out loan paperwork via DocuSign and forwarding onto Loan Processors.
- Assists other Bank employees with questions and concerns relating to loan customers, loan analysis and loan documentation. Keep up to date on laws, rules, and regulations pertaining to the position.
- Cross-sell bank products and services when opportunities arise.
- Perform other duties as may be necessary to fulfill the responsibilities of this position.
- Secure the vaults at the close of business and open/secure them on assigned workday mornings and Saturday.
Reports to VP- Credit Manager. Works closely with Loan Officers, Loan Support Specialist, Loan Processors and Loan Secretaries regarding analysis and technical exception work. Has occasional contact with attorneys, accountants, other professionals and outside parties relating to loans. Has regular access to highly confidential customer, employee and Bank financial information.
Measures Of Performance
Quality, accuracy, reliability, friendliness, thoroughness and timeliness of services provided to the Bank and customers; adherence to banking regulations and accepted audit procedures; ability to earn the trust and respect of employees and co-workers; effectively communicates and develops good working relationships with co-workers; professional workplace appearance and conduct; keeps Bank, customer, and employee information confidential; participates in training and appropriate professional development; reliability in reporting to work regularly and on time; understands and adheres to Bank policies and procedures; informs customers and potential customers of additional Bank services through cross-selling.
Benefits Offered To Full-time Positions- Competitive Pay
- Generous 401K plan
- Health, Dental, Vision, Life, and Long-Term Disability Insurance
- Incentive Bonus program
- Paid Vacation, Holiday, and Sick time
Prefers a degree in business, preferably in finance, accounting or economics, and at least two years of previous banking loan/credit experience (or equivalent combination of education and experience). Must possess: good understanding of accounting, cash flow, financial ratio analysis, and financial institution regulations; ability to input and retrieve computerized information on a PC; good understanding of computerized loan accounting systems; excellent problem solving ability to find errors and determine most desirable solutions; courteous and professional customer service attitude; intermediate mathematical skills (add, subtract, multiply, divide, fractions, percents, decimals, algebra, statistical analysis); ability to follow written and verbal instructions; good verbal communication skills for interacting professionally with customers. Must have ability to: compose routine and complex business reports and correspondence; read and interpret technical documents; maintain the integrity of highly confidential customer, Bank and employee information; deal effectively with time pressures and stress. May need to bend, stoop, and lift to move light office materials and retrieve files.
Working Conditions
Work is performed largely in a pleasant office environment with minimal chance for personal injury. Intermittent sitting and standing and frequent mental and visual concentration for usage of PC required. Work is performed generally during regular business hours. Occasional over night, out-of-town travel may be required to attend seminars, meetings, etc.
Equipment Operated
Windows based PC (Office software, specifically Excel and Word), Bank software, Moody’s, Zoho, interaction with Bank’s main frame, internet capabilities including e-mail, computer printers, fax, copier, and telephone. - 1 Day Ago
Credit Analyst
- State of Wisconsin Investment Board
-
Madison, WI
FULL_TIME
- OUR AGENCY Make a Difference The State of Wisconsin Investment Board (SWIB), founded in 1951, is a premier global investment organization responsible for managing the more than $145 billion of assets ...
- 3 Days Ago
Credit Analyst
- ICONMA
-
Wauwatosa, WI
CONTRACTOR
- Under immediate supervision, approve or decline credit in accordance with established policies, practices, and procedures in a manner that will result in maximum sales, sound receivables, and the prom...
- 5 Days Ago
Credit Analyst
- m2 Equipment Finance
-
Waukesha, WI
FULL_TIME
- m2 Equipment Finance is looking for a Credit Analyst to join our team. Primary duty is providing credit underwriting support to m2's credit function by performing a variety of administrative and analy...
- 1 Month Ago
Credit Analyst
- Security Financial Bank
-
Eau Claire, WI
FULL_TIME
- Summary/ Objective:Security Financial Bank (SFB) is hiring a Credit Analyst to join our collaborative team of experienced analysts! This position plays a significant role in the service of our clients...
- 14 Days Ago
Credit Analyst
- Bank Five Nine
-
Oconomowoc, WI
FULL_TIME
- We've been named a Top Place to Work for 15 years in a row...and we're hiring!As a Credit Analyst you'll #makelivesbetter by analyzing the financial condition of businesses applying for commercial cre...
- 17 Days Ago
Credit Analyst jobs at Popular Companies
Credit Analyst
- Horizon Farm Credit
-
Lewisburg, PA
- Job Description Are you looking for a new opportunity that offers career development/training, ability to work in a coll...
- 6/10/2024 12:00:00 AM
Credit Analyst
- Horizon Farm Credit
-
Reedsville, PA
- Job Description Are you looking for a new opportunity that offers career development/training, ability to work in a coll...
- 6/10/2024 12:00:00 AM
Credit Analyst
- Farm Credit
-
Mount Joy, PA
- Are you looking for a new opportunity that offers career development/training, ability to work in a collaborative team e...
- 6/9/2024 12:00:00 AM
Credit Analyst
- Wintrust Financial
-
Northfield, IL
- Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:...
- 6/7/2024 12:00:00 AM
Credit Analyst
- Uline, Inc.
-
Waukegan, IL
- Credit Analyst 2200 S. Lakeside Drive, Waukegan, IL 60085 Join our growing Finance team as a Credit Analyst evaluating f...
- 6/7/2024 12:00:00 AM
Credit Analyst
- Uline, Inc.
-
Pleasant Prairie, WI
- Credit Analyst Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Join our growing Finance team as a C...
- 6/7/2024 12:00:00 AM
Credit Analyst
- Green Bay Packaging, Inc.
-
Green Bay, WI
- Position Overview: Are you ready to join a team where spreadsheets and smiles go hand in hand? We’re on the hunt for a C...
- 5/8/2024 12:00:00 AM
Senior Credit Analyst
- First Citizens Bank
-
Morristown, NJ
- Overview: This position is responsible for analysis at the highest level of complexity and data expertise. Assesses a wi...
- 3/29/2024 12:00:00 AM
About Wisconsin
Wisconsin is bordered by the Montreal River; Lake Superior and Michigan to the north; by Lake Michigan to the east; by Illinois to the south; and by Iowa to the southwest and Minnesota to the northwest. A border dispute with Michigan was settled by two cases, both Wisconsin v. Michigan, in 1934 and 1935. The state's boundaries include the Mississippi River and St. Croix River in the west, and the Menominee River in the northeast.
With its location between the Great Lakes and the Mississippi River, Wisconsin is home to a wide variety of geographical features. The state is divided into five dist...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Credit Analyst jobs
$53,528 to $67,205
Most Popular Cities in Wisconsin for Credit Analyst Jobs
What does a Credit Analyst do?
Credit Analyst in West Caldwell, NJ
Lead training activities for the sales teams for all sales subsidiaries.
October 25, 2022
Credit Analyst in Humble, TX
Makes phone calls to customers who do not reply to letters and determines reason for overdue payment and establishes expected payment date per established department guidelines.
December 27, 2022
Credit Analyst in Colonial Heights, VA
Clean, safe, modern work environment.
February 14, 2023