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Financial Analyst
Marshfield, WI

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Forward Bank

Commercial Credit Analyst

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Job Description

Named American Banker's "Best Banks to Work For" six consecutive years and now CertifiedTM by Great Place To Work....Here's your chance to Move FORWARD with us and see what all the excitement is about! As a Commercial Credit Analyst, you'll analyze financial data and assess creditworthiness to support the bank's lending functions. Your role will involve preparing financial analyses, evaluating loan files, and assisting with compliance and reporting requirements. This position works closely with our lending team to build a strong foundation in commercial credit, client needs, and sound lending practices. For a high performing individual with strong relationship-building skills and in interest in business development, this position may provide a pathway to a future Commercial Lender role as opportunities and organizational needs evolve. Key Responsibilities Analyze financial information to evaluate creditworthiness and risks. Complete financial loan presentation, reporting results to lending officer(s), and maintain various loan reports. Assist with loan documentation, including applications for SBA, FSA, or WHEDA guarantees. Provide timely follow-up on recommendations and resolutions. Assist external auditors and ensure compliance with bank policies. Maintain tickler systems for tracking key items and deadlines. Qualifications Bachelor's degree in Accounting, Finance, or a related field. Previous experience in a credit analysis role is preferred but not required. Strong mathematical and analytical skills, with strong attention to detail. Effective written and verbal communication skills. Ability to exercise sound judgment and discretion. Join our team and help us live our mission… To Move Our Communities FORWARD!

Benefits

  • Health Insurance