Commercial Credit & Portfolio Analyst (Growth Path)

Waukesha State Bank; Waukesha (WI); On-site; USD 65,000 - 90,000; Full time

Job summary

Waukesha State Bank, a locally owned community bank in Wisconsin, seeks a Credit Analyst & Portfolio Manager to support our Commercial Banking Team. You’ll evaluate creditworthiness, analyze financial statements and tax returns, and prepare loan presentations to inform credit decisions.

You’ll also manage an assigned loan portfolio, handling renewals, modifications, new credit requests, and ongoing servicing with customers and lenders.

Qualifications

• Strong financial acumen and analytical skills.
• Proficiency in Excel and Word.
• Proactive, team‑oriented mindset.

Responsibilities

• Evaluate the creditworthiness of loan applicants.
• Analyze financial statements and tax returns.
• Prepare loan presentations to support credit decisions.
• Conduct industry research and participate in credit committee discussions.
• Ensure compliance with bank policies and regulations.
• Manage an assigned loan portfolio: renewals, modifications, new credits, servicing.

Skills

Financial analysis

Credit evaluation

Industry research

Tools

Excel

Word

Job description

Waukesha State Bank, a locally owned community bank in Wisconsin, seeks a Credit Analyst & Portfolio Manager to support our Commercial Banking Team. You’ll evaluate creditworthiness, analyze financial statements and tax returns, and prepare loan presentations to inform credit decisions.

You’ll also manage an assigned loan portfolio, handling renewals, modifications, new credit requests, and ongoing servicing with customers and lenders.