Credit Analyst

Waunakee, WI, United States

Job Description


At Fortifi Bank we believe that each team member is essential to Fortifi Bank s success. As a Credit Analyst, energy for engaging with others, precise accuracy, and unmatchable organizational skills will create outstanding results for our clients, our team members, and our organization.

The Credit Analyst is responsible for analyzing current credit data and financial statements of individuals and businesses to determine the degree of risk involved in extending credit for use in the loan decision-making process. They are also responsible for participating in the ongoing credit administration of the commercial loan portfolio, preparing commercial loan presentations, monitoring monthly reports to ensure adherence to loan policy, reviewing appraisals and environmental questionnaires to ensure compliance, preparing quarterly updates on problem assets, preparing reports on loan concentration, and preparing guaranteed government loan applications and ongoing reporting requirements.

This position requires superior customer service skills; strong math, analytical, communication, attention-to-detail and reasoning skills; the ability to handle high pressure situations that may arise; the ability to define problems and make responsible decisions; and the ability to effectively multi-task, maintain confidentiality, and build strong relationships with both internal and external clients. The ideal candidate will have an associate\'s or bachelor\'s degree in business, finance, accounting, or a related field.

Join us and become part of a team that is dedicated to "Growin\' Wisconsin" - one person, one business, and one relationship at a time. Our team does things the Fortifi Way, providing a unique perspective on client service and keeping our Core Values at the forefront of everything we do. We fuel progress in neighborhoods that we live and work in and are committed to our communities by giving back. We pride ourselves on being community leaders, volunteering our time and expertise to support local events and activities.

Job Details:

  • Analyzing current credit data
  • Determining degree of risk
  • Participating in the ongoing credit administration
  • Preparing commercial loan presentations
  • Monitoring monthly reports
  • Preparing quarterly updates
  • Adherence to loan policy
Qualifications:
  • Superior client service and communication skills
  • Strong math and analytical skills
  • Multi-tasking skills
  • Attention to detail
  • Ability to maintain confidentiality
  • Ability to handle high-pressure situations
  • Problem-solving skills
  • Relationship building skills
  • Flexibility to travel to multiple locations
Benefits:
  • Health, dental, and vision insurance
  • 401(k) and employer match
  • Profit sharing
  • Paid time off, volunteer PTO, and birthday PTO
  • Life and disability insurance
  • Tuition reimbursement
  • Wellness program
  • Banking perks
If you feel Fortifi Bank is a great fit for you and you d like to learn more about us and this role, please don t hesitate to apply. Be a part of Growin Wisconsin!

Fortifi Bank is an . Fortifi Bank will provide equal opportunity to all individuals without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Information collected regarding categories as provided by law will in no way affect the decision regarding an employment application.

Fortifi Bank

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Job Detail

  • Job Id
    JD4255867
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Waunakee, WI, United States
  • Education
    Not mentioned