Wegner CPAs · 11 hours ago
Credit Analyst
Appleton-Oshkosh Area
Full-time
Onsite
Mid, Senior Level
5+ years expWegner CPAs is excited to partner with their client in Berlin, WI to find their next Credit Analyst. This position is primarily responsible for evaluating the financial condition of individuals and businesses applying for credit and conducting credit investigations. The role includes preparing loan committee presentations and managing financial information files for credit monitoring.
Consulting
Hiring Manager
Angela Wurtz, PHR, SHRM-CP
Responsibilities
Administrative support for Senior Credit Analyst and other Credit Analyst staff members
Analyze data on new, renewal and existing credits, including data provided by credit bureaus, clients, accountants, other financial institutions, and information contained in financial institution files
Evaluate credit memo customers
Prepare spreadsheets, reports, summaries, and opinions for financial institution officers on new, renewal and existing credits
Oversee and manage financial information files for credit monitoring to assure current reporting from bank customers, including financial statements, accounts receivable aging, account payable aging, inventory listing reports, borrowing base certificate, floor plan reports, and any other required information on customer accounts are received on a timely basis
Perform credit inquiries for the financial institution as requested
Qualification
Required
2 – 4-year degree in related field of study (Business, Finance, Economics, or Accounting) required
Five or more years' relevant work experience may be substituted in lieu of degree with management approval
Preferred
Experience with underwriting or auditing is preferred
Company
Wegner CPAs
Wegner CPAs is an accounting firm based in New York, Virginia and Wisconsin.
51-200 employees
H1B Sponsorship
Wegner CPAs has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2020 (1)
Funding
Current Stage
Growth StageLeadership Team
Bruce Mayer
Partner
Cheryl Wittmann, CPA, CVA
Partner
Recent News
Company data provided by crunchbase