Credit Clerk, Sr. jobs in Appleton, WI

We believe that strong businesses mean strong communities. Our business lending team provides exceptional, personalized service to the local business community. As our commercial loan Credit Analyst, you’ll analyze financial statements, business histories, and loan requests to support the business lending team in preparing loan presentations for review, renewal, and approval. At Community First, relationships matter – and that’s never more apparent than when we’re working with our business members. If you thrive in fast-paced environments, enjoy juggling multiple priorities, and want to make a difference in the communities we serve – we should talk!

As our Credit Analyst, you will:

• Assist Business Lenders by reading financial statements and preparing credit presentations for commercial loan committee.
• Attend weekly loan committee meetings. Participate in committee discussions and at times and may present a request in the absence of a Lender.  
• Participate in a weekly Credit Analyst meeting to review and provide feedback on loan presentations for that week’s loan committee.
• Research and review lien filings, public state records, credit bureaus, court cases, and other databases to assist with risk assessment of proposed and existing credit relationships.
• Complete annual reviews and renewals for existing credit union relationships. This includes ongoing analysis of financial statements, credit history, account analysis, etc.  
• Review financial statements for compliance with borrowing base certificates and/or restrictive covenants. 
• Participate in department projects and take an active role to assist in driving quality improvements, processes, and initiatives.

An ideal candidate will have a combination of:

• 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 expertise is required.
• Knowledge of tax returns (both business and personal), as well as M1 reconciliations and distributions, is desired.
• Strong attention to detail, even when working on multiple projects at once.