Finance Analyst
First Business Bank•Brookfield, WI
•Hybrid
About The Position
We’re looking for a motivated and detail-oriented Finance Analyst to join our team. This is an excellent opportunity for an entry-level candidate interested in building a career in commercial lending, credit analysis, or financial services. In this role, you’ll gain hands-on experience evaluating equipment finance transactions, working alongside experienced credit and sales professionals, and learning how deals move from application to funding. You’ll play a key role in a fast-paced, high-volume environment where accuracy, teamwork, and problem-solving are essential.
Requirements
- Bachelor’s degree in Finance, Business, Economics, or related field (or equivalent experience)
- Strong attention to detail and organizational skills
- Interest in credit, underwriting, or commercial lending
- Ability to manage multiple tasks in a fast-paced environment
- Clear communication and willingness to collaborate across teams
- Comfortable working with systems, data, and structured processes
Responsibilities
- Learn & Support Credit Decisioning: Review credit applications, financial data, and credit reports to help assess risk.
- Assist in evaluating transactions using established credit guidelines and scoring tools.
- Identify any missing information or exceptions and escalate appropriately.
- Help prepare clear, concise summaries to support credit decisions.
- Process Equipment Finance Applications: Enter and manage applications in internal systems with a focus on accuracy and completeness.
- Support a high volume of transactions, primarily for financing under $100K.
- Follow structured workflows to ensure timely and consistent processing.
- Work Cross-Functionally: Partner with sales teams and vendors to gather information and move deals forward.
- Help communicate credit decisions, required documentation, and next steps.
- Assist in resolving outstanding items (stipulations) so transactions can close efficiently.
- Build Efficiency & Strong Work Habits: Meet performance goals related to turnaround time, quality, and productivity.
- Learn and apply standardized processes across a high-volume workflow.
- Identify ways to improve efficiency and contribute ideas to streamline processes.
Benefits
- Comprehensive Health, Dental, and Vision plans
- Competitive compensation, with a focus on professional development and internal mobility
- Paid vacation time (15 days minimum per year)
- Paid sick leave (6 days per year)
- 1 day paid volunteer time
- 10 paid holidays (annually)
- Paid parental leave
- 401(k) program with company matching, plus additional profit sharing contribution
- Performance based annual incentive program
- Free and confidential Employee Assistance Program
- Wellness programs
- Education Assistance Program
- Employee Stock Purchase Program
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
