Job Description

Join us today as the Underwriting Associate!

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: Hybrid. Requiring 2 days per week at the Brookfield, WI office OR Madison, WI office.

Overview:

This is an excellent opportunity for someone with strong analytical skills, experience reviewing financials and risk, and a desire to play a more strategic role in evaluating and onboarding business clients.

Essential responsibilities of this role include:

Partner with the Sales team to review prospective client opportunities and help structure transactions using available financial information and pricing models
Prepare and present underwriting packages in an approved format for credit decisioning
Conduct due diligence through third-party platforms, including D&B, UCC searches, payroll tax compliance, and personal credit reporting
Analyze the contract language, historical performance, dilution risk, and potential offsets of the prospective client
Evaluate the creditworthiness of account debtors using credit reports, financial statements, trade references, and other available information

Qualifications

Approximately 5+ years of experience in auditing, credit analysis, underwriting, commercial finance, or a related field
Strong ability to analyze financial information, identify risk, and make sound recommendations
Experience reviewing financial statements, credit reports, collateral quality, or operational risk factors
High attention to detail and the ability to manage multiple transactions and priorities
Strong written and verbal communication skills, including the ability to clearly present findings and recommendations
A proactive, team-oriented mindset and interest in improving processes

About First Business Bank

Experience. The Advantage.

We’re passionate about helping businesses and people. Since the day our doors opened in 1990, we’ve believed that success relies on putting people first – our clients, our employees, our families, and our communities. The result is extremely engaged employees who feel supported and provide unmatched client satisfaction.

First Business Financial Services (FBIZ) is the proud parent company of First Business Bank, providing shared corporate services to the entire organization. Our companies specialize in Business Banking, including Commercial Banking and Specialty Finance, Private Wealth, and Bank Consulting services.

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.

Member FDIC | Equal Housing Lender | Nasdaq: FBIZ

First Business Financial Services, Inc., First Business Bank, and First Business Specialty Finance, LLC, are Equal Opportunity Employers

Industry

Finance & Insurance

Company Size

201-500 employees

Headquarters

Madison, WI

Year Founded

1990

Website

firstbusiness.bank

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