Demo

Finance Analyst

First Business Bank
Brookfield, WI Full Time
POSTED ON 6/19/2026
AVAILABLE BEFORE 7/17/2026

 

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

Salary : $100,000

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