Business Services Lender

Summit Credit Union; West Bend (WI); On-site; USD 75,000 - 110,000; Full time

Job summary

Summit Credit Union seeks a driven Business Services Lender to cultivate strong business member relationships and provide trusted financial guidance. You’ll deliver customized lending and treasury management solutions while collaborating with Credit and Operations teams to ensure exceptional service delivery.

You will analyze financial statements, assess creditworthiness, and travel to member locations to support growth and community engagement.

Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, or related field.
• 3+ years in credit analyst or commercial lending roles.
• Strong understanding of business lending, credit analysis, and risk assessment.
• Thorough knowledge of loan policies and regulatory requirements.
• Excellent written and verbal communication with the ability to build relationships.
• Strong organizational skills and ability to meet deadlines.
• Proficiency with Microsoft Excel and other business software.

Responsibilities

• Develop new business member relationships through prospecting and networking.
• Build and maintain relationships with SMB members understanding their financial needs.
• Deliver customized lending solutions including business loans and lines of credit.
• Provide accurate, timely service to members and foster loyalty.
• Analyze financial statements to assess creditworthiness and recommend lending solutions.
• Collaborate with Credit and Operations teams to ensure compliant service delivery.
• Represent Summit Credit Union at community events and local organizations.
• Monitor loan growth, deposit growth, fee income, and portfolio quality.
• Stay informed of market trends and regulatory requirements.

Skills

Credit analysis

Business lending

Financial statement interpretation

Regulatory knowledge

Communication

Relationship building

Proficiency with Excel

Attention to detail

Education

Bachelor’s degree in Finance, Accounting, or Business Administration

Tools

Microsoft Excel

Word

Job description

Are you passionate about helping local businesses thrive and building meaningful relationships in your community? At Summit Credit Union, we’re looking for a driven, relationship-focused Business Services Lender to join our growing team. In this role, you’ll cultivate strong business member relationships, provide trusted financial guidance, and deliver customized lending and treasury management solutions that help businesses achieve their goals. You'll serve as a strategic partner to business members while contributing to Summit’s continued growth and commitment to exceptional member service.

What You’ll Do

• Develop new business member relationships through organized prospecting and networking efforts.
• Build and maintain strong relationships with small to medium-sized business members by understanding their unique financial needs.
• Deliver customized solutions including business loans, lines of credit, deposit products, and treasury management services.
• Provide outstanding, accurate, and timely service to business members while strengthening member satisfaction and long-term loyalty.
• Analyze financial statements, balance sheets, and profit and loss statements to assess creditworthiness and recommend lending solutions.
• Partner closely with Credit and Operations teams to ensure effective communication, compliance, and exceptional service delivery.
• Represent Summit Credit Union at community events, local organizations, and nonprofit activities to build brand awareness and business relationships.
• Monitor performance metrics and drive results related to loan growth, deposit growth, fee income, and portfolio quality.
• Stay informed of market trends, lending practices, regulatory requirements, and business banking solutions.
• Foster a service-to-sales culture that enhances both member experience and organizational profitability.

What You Bring

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
• Three or more years of experience as a credit analyst, business lender, commercial lender, or related financial services role; or an equivalent combination of education and experience.
• Strong understanding of business lending, credit analysis, financial statement interpretation, and risk assessment.
• Thorough knowledge of loan policies, regulatory requirements, lending procedures, and related documentation.
• Excellent written and verbal communication skills with the ability to build relationships across diverse audiences.
• Proven ability to plan, prioritize, organize work, and manage deadlines effectively.
• Strong analytical, decision-making, and problem-solving abilities.
• Proficiency with Microsoft Excel, Word, and other business software applications.
• Exceptional attention to detail and commitment to accuracy.
• Ability to travel to member locations and community events.
• A collaborative, team-oriented approach and commitment to delivering exceptional member experiences.

Why Summit?

At Summit, you’re not just managing business relationships—you’re helping Wisconsin businesses grow, succeed, and strengthen our communities. As a people-first, award-winning workplace, we are committed to empowering our employees to make a meaningful impact every day. You'll join a collaborative team that values relationships, innovation, and service while providing opportunities for professional growth and career development.

Physical Demands of Position

While performing the duties of this position, the employee is required to sit, stand and walk, use hands and fingers. The employee occasionally must reach above and below shoulder level, and lift/push/pull and/or carry up to 10 pounds.

Environmental/Working Conditions

Works in a typical administrative setting with climate control and appropriate lighting. Travel to branches requires exposure to outdoor and traffic conditions.

Equipment Used

Variety of office equipment (telephone, printer, PC, mobile devices, etc.).

Our Committment:

At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that inclusion is critical to our success as a credit union. Different makes us better. Employment decisions are made based on qualifications, merit and business need.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.