Business Services Lender
On-siteWest Bend, Wisconsin, United States
Job Summary
Develop new business member relationships through organized prospecting and networking efforts while delivering customized lending and treasury management solutions. Analyze financial statements to assess creditworthiness and recommend business loans, lines of credit, and deposit products that help local companies achieve their goals. Build strong partnerships with small to medium-sized business members by understanding their unique financial needs and providing accurate, timely service that strengthens long-term loyalty. Partner closely with Credit and Operations teams to ensure effective communication, compliance, and exceptional service delivery while representing Summit Credit Union at community events and local organizations. Monitor performance metrics to drive results related to loan growth, deposit growth, fee income, and portfolio quality.
Required Qualifications
- Bachelor's degree in Finance, Accounting, Business Administration, or a related field
- Three or more years of experience as a credit analyst, business lender, commercial lender, or related financial services role
- Strong understanding of business lending, credit analysis, financial statement interpretation, and risk assessment
- Thorough knowledge of loan policies, regulatory requirements, lending procedures, and related documentation
- Excellent written and verbal communication skills with the ability to build relationships across diverse audiences
- Proven ability to plan, prioritize, organize work, and manage deadlines effectively
- Strong analytical, decision-making, and problem-solving abilities
- Proficiency with Microsoft Excel, Word, and other business software applications
- Exceptional attention to detail and commitment to accuracy
- Ability to travel to member locations and community events
- Must be able to sit, stand and walk, use hands and fingers
- Occasionally must reach above and below shoulder level
- Occasionally must lift/push/pull and/or carry up to 10 pounds
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