Unclassified - Baldwin, WI

posted 5 months ago

Full-time
Baldwin, WI

About the position

As a Credit Analyst at our locally owned bank, you will play a crucial role in supporting the community by conducting thorough credit analyses. Your primary responsibility will be to gather, analyze, and interpret credit information on both existing and prospective customers, as well as their portfolios. This position requires a keen eye for detail and strong analytical skills to monitor customer accounts and loan portfolios effectively, ensuring that we maximize credit quality while minimizing risk and potential losses. You will assist in identifying any deterioration in loan quality and will be responsible for preparing and potentially presenting credit presentations to Loan Officers and committees, which are essential for making informed lending decisions on new, renewal, and extension loans. In this role, you will systematically examine files to ensure the adequacy of credit and collateral documentation, compliance with regulatory standards, and adherence to loan policies. You will analyze financial data to assess the merits of loan requests, ensuring they align with our loan policies, and you will recommend appropriate structures and risk ratings. Your duties will also include completing accurate financial statement spreads, conducting trend analyses, and performing collateral reviews in accordance with bank standards. You will be tasked with performing annual loan reviews on all large credit relationships, ensuring compliance with the Loan Policy, and maintaining an organized tickler system and document filing. Staying current with market trends, key economic data, and regulatory changes that may impact the bank's financial performance will be essential. You will establish and maintain a systematic approach to monitoring and improving the quality of our credit processes, ensuring that we uphold the highest standards of service and compliance.

Responsibilities

  • Conduct credit analyses on existing and prospective customers and portfolios.
  • Monitor customer accounts and loan portfolios to maximize credit quality and minimize risk.
  • Assist in detecting deterioration of loan quality.
  • Prepare and present credit presentations to Loan Officers and committees for lending decisions.
  • Examine files for adequacy of credit and collateral documentation, regulatory compliance, and loan policy conformance.
  • Analyze financial data to determine the merits of loan requests and recommend structure and risk rating.
  • Complete accurate financial statement spreads, trend analyses, and collateral reviews according to bank standards.
  • Perform annual loan reviews on large credit relationships and administer Loan Policy requirements.
  • Maintain and update the tickler system and document filing.
  • Monitor loan documentation standards and notify supervisors of exceptions.
  • Stay current with market trends, economic data, and regulatory changes affecting the bank's performance.
  • Establish a systematic approach to monitoring and improving credit quality.

Requirements

  • Prefer a 4-year college degree in accounting, finance, business administration, or a related area.
  • Prefer at least two (2) years of previous banking loan/credit experience or an equivalent combination of education and experience.
  • Experience in commercial, real estate, construction, and consumer loan underwriting and loan portfolio management preferred.
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