Underwriting Associate

First Business Bank • Brookfield, WI

5d • Hybrid

About The Position

This is an excellent opportunity for someone with strong analytical skills, experience reviewing financials and risk, and a desire to play a more strategic role in evaluating and onboarding business clients. At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority — they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other’s differences, and a focus on improving our communities, we are confident you’ll find the experience is your advantage. We’re delighted you’re considering joining us!

Requirements

• Approximately 5+ years of experience in auditing, credit analysis, underwriting, commercial finance, or a related field
• Strong ability to analyze financial information, identify risk, and make sound recommendations
• Experience reviewing financial statements, credit reports, collateral quality, or operational risk factors
• High attention to detail and the ability to manage multiple transactions and priorities
• Strong written and verbal communication skills, including the ability to clearly present findings and recommendations
• A proactive, team-oriented mindset and interest in improving processes

Responsibilities

• Partner with the Sales team to review prospective client opportunities and help structure transactions using available financial information and pricing models
• Prepare and present underwriting packages in an approved format for credit decisioning
• Conduct due diligence through third-party platforms, including D&B, UCC searches, payroll tax compliance, and personal credit reporting
• Analyze the contract language, historical performance, dilution risk, and potential offsets of the prospective client
• Evaluate the creditworthiness of account debtors using credit reports, financial statements, trade references, and other available information

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed