Job Description
Join us today as the Finance Analyst!
First Business Bank is a Top Workplaces USA company, learn more here At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority — they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other’s differences, and a focus on improving our communities, we are confident you’ll find the experience is your advantage. We’re delighted you’re considering joining us!
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.
Essential responsibilities of this role include:
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 escalate 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
