As a Credit Analyst 1 at Bank Five Nine, you’ll help #makelivesbetter by analyzing the financial health of businesses applying for commercial credit. Your work will play a key role in maintaining the quality of our commercial loan portfolio.
This entry-level role is designed to teach you the ropes, with a focus on analyzing less complex loans and renewals. If you have a knack for numbers, love diving into details, and enjoy breaking down financial data, this is a great place to launch your finance career!
Location: This is an onsite position in Oconomowoc, Wisconsin.
General Responsibilities May Include:
- Analyzing credit data and financial statements of new and existing commercial loan customers to determine the degree of risk involved in extending credit or lending money.
- Preparing thorough, objective, and accurate loan presentations, illustrating the degree of risk involved in extending credit; assigning appropriate risk ratings.
- Analyzing requests for changes to collateral on existing loans
- Working closely with Commercial Lenders to gather relevant customer information for analysis.
Must Haves:
- Bachelor's Degree in Finance, Accounting, Business, or equivalent experience
- Strong understanding of accounting and/or finance concepts
- Knowledgeable of Microsoft Word and Excel.
- Possesses basic keyboarding skills and the ability to navigate in a Window's environment
Nice To Have, But Not Required:
- Minimum of 1 year experience in banking
- Minimum of 6 months experience working with commercial credit or lending
- Minimum of 6 months experience working with SBA credit or lending
Skills Required
- Bachelor's degree in Finance, Accounting, Business, or equivalent experience
- Strong understanding of accounting and/or finance concepts
- Knowledge of Microsoft Word and Excel
- Basic keyboarding skills and ability to navigate a Windows environment
- At least 1 year of banking experience
- At least 6 months of commercial credit or lending experience
- At least 6 months of SBA credit or lending experience
What We Do
Bank Five Nine is an independent, full-service community bank serving southeastern Wisconsin. It provides personal and business banking, including checking and savings accounts, lending, mortgages, commercial banking, and SBA lending. Customers can access banking products online and through its local branches. The bank emphasizes personalized service, local expertise, and community investment through charitable giving and volunteerism, guided by its mission to “Make Lives Better.”
