Credit Analyst

Community First Credit Union | WisconsinNeenah, WI

About The Position

As a Credit Analyst, you will work closely with the Business Lenders to prepare loan presentations for review and approval, demonstrating a strong ability to analyze large, complex multi-entity loans in a clear and concise manner. If you love commercial loans as much as we do, and look forward to growing your career with a fast-paced, supportive company, consider joining the Community First Business lending team! As a Credit Analyst with Community First Credit Union, you will: Find A Way. Deliver exceptional, “WOW” service to both internal and external members Assist business lenders by preparing credit presentations for both existing and prospective business loan applications Research lien filings, public state records, credit bureaus, court cases, and other databases to assist with risk assessment of proposed and existing credit relationships Assist business lenders with evaluations for annual reviews and renewals of existing members Use Sageworks database to track and assist in the collection of financial information as required by loan policy and to reduce financial exceptions As a backup to the business lender, provide lender support with various member requests

Requirements

  • Bachelor's degree in accounting, business, or finance is required
  • Two years of experience as a commercial credit analyst, formal credit training, or other relevant financial experience is required

Nice To Haves

  • Knowledge of tax returns (both business and personal), as well as M1 reconciliations and distributions is desired

Responsibilities

  • Deliver exceptional, “WOW” service to both internal and external members
  • Assist business lenders by preparing credit presentations for both existing and prospective business loan applications
  • Research lien filings, public state records, credit bureaus, court cases, and other databases to assist with risk assessment of proposed and existing credit relationships
  • Assist business lenders with evaluations for annual reviews and renewals of existing members
  • Use Sageworks database to track and assist in the collection of financial information as required by loan policy and to reduce financial exceptions
  • As a backup to the business lender, provide lender support with various member requests
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