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Finance Analyst

Milwaukee Succeeds

Location Requiring 1 day per week at the Brookfield, WI location. Overview 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. 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 escrow 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 Qualifications 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 Experience the Total Rewards Great People Deserve Comprehensive Health, Dental, and Vision plans Competitive compensation, with a focus on professional development and internal mobility Paid vacation time (15 days minimum per year) Paid sick leave (6 days per year) 10 paid holidays (annually) Paid parental leave 401(k) program with company matching, plus additional profit‑sharing contribution Performance‑based annual incentive program Free and confidential Employee Assistance Program Wellness programs Education Assistance Program Employee Stock Purchase Program Compliance Statement First Business Bank participates in the E‑Verify program. Know Your Right to Work. English and Spanish. First Business Bank is an Equal Opportunity Employer, including Veterans and Individuals with Disabilities. If you require a reasonable accommodation for any part of the employment process, please email [email protected]. Equal Employment Opportunity Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. #J-18808-Ljbffr Milwaukee Succeeds

Vacancy posted 2 days ago
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