Credit Analyst

Forward Bank; Marshfield (WI); On-site; USD 65,000 - 90,000; Full time

Job summary

Forward Bank is seeking a Commercial Credit Analyst in Marshfield, WI. You will analyze financial data to assess creditworthiness, support lending decisions, and ensure accurate reporting.

You will collaborate with the lending team to maintain risk standards and compliance. Ideal candidates hold a Bachelor's degree in accounting or finance, with strong mathematical and analytical abilities, and excellent written and verbal communication skills.

Qualifications

• Strong mathematical and analytical abilities with attention to detail.
• Effective written and verbal communication skills.

Responsibilities

• Analyze financial information to evaluate creditworthiness and risks.
• Complete financial loan presentations and report results to lending officers.
• Assist with loan documentation, including SBA/FSA/WHEDA guarantee applications.
• Assist external auditors and ensure compliance with bank policies.

Skills

Credit analysis

Analytical skills

Communication skills

Attention to detail

Education

Bachelor's degree in Accounting, Finance, or a related field

Job description

JOB REQUIREMENTS: Named American Banker's "Best Banks to Work For" six consecutive years and now CertifiedTM by Great Place To Work....Here’s your chance to Move FORWARD with us and see what all the excitement is about! As a Commercial Credit Analyst, you’ll analyze financial data and assess creditworthiness to support the bank’s lending functions. Your role will involve preparing financial analyses, evaluating loan files, and assisting with compliance and reporting requirements. This position works closely with our lending team to maintain a high standard of service and risk management.

Key Responsibilities

• Analyze financial information to evaluate creditworthiness and risks.
• Complete financial loan presentation, reporting results to lending officer(s), and maintain various loan reports.
• Assist with loan documentation, including applications for SBA, FSA, or WHEDA guarantees. Provide timely follow-up on recommendations and resolutions.
• Assist external auditors and ensure compliance with bank policies. Maintain tickler systems for tracking key items and deadlines.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• Previous experience in a credit analysis role is
• Preferred But Not Required. Strong Mathematical And Analytical Skills, with strong attention to detail. Effective written and verbal communication skills. Ability to exercise sound judgment and discretion.

Join our team and help us live our mission To Move Our Communities FORWARD!