Commercial Credit Analyst & Portfolio Manager
About The Position
Join Waukesha State Bank as a Credit Analyst & Portfolio Manager and play a key role in supporting our Commercial Banking Team. In this position, you'll partner closely with our Senior Credit Analysts and Chief Credit Officer to evaluate the creditworthiness of loan applicants, analyze financial statements and tax returns, and prepare comprehensive loan presentations that support sound credit decisions. You'll also conduct industry research, participate in credit committee discussions, and help ensure compliance with bank policies and regulations-all while building a strong foundation in commercial lending and financial analysis. Beyond credit analysis, you'll manage an assigned loan portfolio, working directly with customers and lenders on renewals, modifications, new credit requests, and ongoing servicing needs. This is an excellent opportunity for a detail-oriented, analytical professional who is eager to grow their career in banking. The ideal candidate brings strong financial acumen, proficiency in Excel and Word, and a proactive, team-oriented mindset. If you're motivated to learn, enjoy building relationships, and want to make an impact in a community bank environment, we'd love to hear from you! Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with 14 full-service offices located throughout Waukesha County. Our strength as a successful and growing financial services provider is rooted in a long-standing commitment to serving the community with a personalized, one-on-one approach to banking and an emphasis on customer service. This is an onsite position in Waukesha County, WI Employment with Waukesha State Bank is contingent upon the successful completion of a criminal background check and drug screen. EOE Disability/Vet
Requirements
- Strong financial acumen
- Proficiency in Excel and Word
- Proactive, team-oriented mindset
- Motivated to learn
- Enjoy building relationships
- Want to make an impact in a community bank environment
Responsibilities
- Evaluate the creditworthiness of loan applicants
- Analyze financial statements and tax returns
- Prepare comprehensive loan presentations that support sound credit decisions
- Conduct industry research
- Participate in credit committee discussions
- Help ensure compliance with bank policies and regulations
- Manage an assigned loan portfolio
- Work directly with customers and lenders on renewals, modifications, new credit requests, and ongoing servicing needs
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
