Finance Analyst

First Business Bank • Brookfield, WI

11d • 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level