Credit Analyst

Wegner CPAs is excited to partner with our client in Berlin, WI to find their next Credit Analyst!

This position is primarily responsible for assisting in evaluating the financial condition of individuals and businesses applying for credit with the Bank and conducting credit investigations and analyzing credit information pertaining to current loan customers. Responsible for preparing loan committee presentations and other reports as needed. Provides other lending or operational related tasks as necessary.

Essential Duties and Responsibilities

• Administrative support for Senior Credit Analyst and other Credit Analyst staff members
• Analyze data on new, renewal and existing credits, including data provided by credit bureaus, clients, accountants, other financial institutions, and information contained in financial institution files
• Evaluate credit memo customers
• Prepare spreadsheets, reports, summaries, and opinions for financial institution officers on new, renewal and existing credits
• Oversee and manage financial information files for credit monitoring to assure current reporting from bank customers, including financial statements, accounts receivable aging, account payable aging, inventory listing reports, borrowing base certificate, floor plan reports, and any other required information on customer accounts are received on a timely basis •
• Perform credit inquiries for the financial institution as requested

Requirements

• 2 – 4-year degree in related field of study (Business, Finance, Economics, or Accounting) required.
• Five or more years’ relevant work experience may be substituted in lieu of degree with management approval.
• Experience with underwriting or auditing is preferred.