Credit Analyst 1

Bank Five Nine Inc.; Town of Oconomowoc (WI); On-site; USD 45,000 - 60,000; Full time

Job summary

Bank Five Nine Inc. seeks a Credit Analyst 1 to evaluate the financial health of commercial loan applicants. This entry-level role focuses on less complex loans and renewals, offering hands-on training in credit analysis and loan presentations.

Based in Oconomowoc, WI, the position emphasizes numbers, detail orientation, and collaboration with lenders to support a strong loan portfolio.

Qualifications

• Bachelor's degree in Finance, Accounting, or Business.
• Strong understanding of accounting and finance concepts.
• Proficient in Word and Excel; basic keyboarding.

Responsibilities

• Analyze credit data and financial statements to assess risk.
• Prepare loan presentations and risk ratings.
• Analyze collateral changes on existing loans.
• Collaborate with Commercial Lenders for information.

Skills

Financial analysis

Analytical mindset

Attention to detail

Education

Bachelor's degree in Finance/Accounting/Business

Tools

Microsoft Excel

Microsoft Word

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Credit Analyst 1

Full Time Oconomowoc, WI, US

We've been named a Top Place to Work for 17 years in a row...and we're hiring!

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