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Collateral Operations Analyst Jobs in Milwaukee, WI

... and collateral requirements. * Signs off on new, renewal and extension loans within delegated ... Banking Operations * Microsoft Office Expert level of proficiency: * Financial analysis Salary ...

Analyze customer data and trends to recommend customer outreach strategies. * Serve as a point of ... Gather feedback from franchisees and Field Operations to improve sales processes, collateral, and ...

Analyze customer data and trends to recommend customer outreach strategies. * Serve as a point of ... Gather feedback from franchisees and Field Operations to improve sales processes, collateral, and ...

Analyze customer data and trends to recommend customer outreach strategies. * Serve as a point of ... Gather feedback from franchisees and Field Operations to improve sales processes, collateral, and ...

Analyze financial results and take appropriate actions to ensure operational excellence and ... Partner with marketing resources to deliver all necessary product collateral, including sell sheets ...

Analyze financial results and take appropriate actions to ensure operational excellence and ... Partner with marketing resources to deliver all necessary product collateral, including sell sheets ...

Local Sales Assistant

Milwaukee, WI · On-site

$18.50 - $24.25/hr

Compile, analyze, and distribute digital campaign performance reports. * Assist in developing ... Previous experience in sales support, media operations, marketing, advertising, or a related field ...

Local Sales Assistant

Milwaukee, WI

$18.50 - $24.25/hr

Compile, analyze, and distribute digital campaign performance reports. * Assist in developing ... Previous experience in sales support, media operations, marketing, advertising, or a related field ...

National Sales Assistant

Milwaukee, WI · On-site

$18.50 - $24.25/hr

Previous experience in sales support, media operations, marketing, advertising, or a related field ... Strong analytical skills with the ability to interpret and present campaign performance data.

National Sales Assistant

Milwaukee, WI

$18.50 - $24.25/hr

Compile, analyze, and distribute digital campaign performance reports. Assist in developing digital ... Previous experience in sales support, media operations, marketing, advertising, or a related field ...

Showing results 41-60

Collateral Operations Analyst information

See Milwaukee, WI salary details

$18

$37

$55

How much do collateral operations analyst jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for collateral operations analyst in Milwaukee, WI is $37.56, according to ZipRecruiter salary data. Most workers in this role earn between $27.26 and $50.91 per hour, depending on experience, location, and employer.

What are some common challenges faced by collateral operations analysts, and how can they be addressed?

Collateral Operations Analysts often navigate complex regulatory requirements, tight deadlines, and high transaction volumes. One common challenge is ensuring the accurate and timely reconciliation of collateral positions across multiple counterparties, which requires strong attention to detail and effective communication skills. To address these challenges, analysts benefit from utilizing robust tracking systems and collaborating closely with trading, risk, and technology teams to resolve discrepancies quickly. Continuous learning about evolving market practices and regulatory changes also helps maintain efficiency and compliance in the role.

What is a collateral operations analyst?

Collateral Operations Analysts are finance professionals who manage and monitor collateral used in securities trading, derivatives, and other financial transactions. They ensure that collateral is sufficient, properly allocated, and compliant with regulatory and contractual requirements. Their duties include processing margin calls, reconciling discrepancies, and communicating with counterparties. This role is essential in mitigating counterparty risk and supporting the smooth functioning of financial markets.

What are the key skills and qualifications needed to thrive as a collateral operations analyst, and why are they important?

To thrive as a Collateral Operations Analyst, you need a solid understanding of financial products, collateral management processes, and strong analytical skills, often supported by a degree in finance, economics, or a related field. Familiarity with collateral management systems such as TriOptima, Murex, or Calypso, and knowledge of regulations like EMIR or Dodd-Frank, are typically required. Attention to detail, problem-solving abilities, and effective communication are crucial soft skills for managing complex transactions and collaborating with internal and external stakeholders. These skills and qualities are important to ensure accurate collateral processing, risk mitigation, and regulatory compliance in a fast-paced financial environment.

What is the difference between Collateral Operations Analyst vs Credit Analyst?

AspectCollateral Operations AnalystCredit Analyst
Required CredentialsBachelor's degree, financial certifications (e.g., CFA, FRM)Bachelor's degree, financial certifications (e.g., CFA, CPA)
Work EnvironmentFinancial institutions, trading desks, collateral management teamsBanks, lending institutions, credit departments
Employer & Industry UsagePrimarily in asset management, trading, and collateral managementIn lending, banking, and credit risk assessment
Common Search & Comparison IntentUnderstanding operational roles in collateral managementAssessing creditworthiness and risk

The Collateral Operations Analyst focuses on managing collateral processes, ensuring proper documentation, and mitigating operational risks related to collateral. In contrast, a Credit Analyst evaluates the creditworthiness of borrowers, analyzing financial data to assess risk. Both roles require financial certifications and work within financial institutions, but they serve different functions within the industry.

What job categories do people searching Collateral Operations Analyst jobs in Milwaukee, WI look for? The top searched job categories for Collateral Operations Analyst jobs in Milwaukee, WI are:

Business Banking Portfolio Manager

Summit Credit Union

Cedarburg, WI • On-site

Full-time

Re-posted 10 days ago


Summit Credit Union rating

7.7

Company rating: 7.7 out of 10

Based on 16 frontline employees who took The Breakroom Quiz


Job description

Join our team as a Business Portfolio Manager and play a key role in helping local businesses thrive. Join our team as a Business Portfolio Manager and play a key role in helping local businesses thrive. 

Current opportunity:
*Cedarburg, *
Greater Milwaukee/Racine
Provide portfolio support to the Business Relationship Managers by assisting in the gathering of critical information, monitoring loan/relationship performance, underwriting and documenting business loans assigned by VP Market Manager. The Business Portfolio Manager partners closely with assigned market’s Business Relationship Managers to execute on the commercial loan origination strategy by working directly with prospects, members and centers of influence (COI’s) to develop optimal financing structures to address borrowing needs.  Responsible for the management of an assigned lending portfolio, including evaluation of ongoing credit risk, capacity to repay, adequacy of collateral, and loan conditions and covenants.  Responsible for handling portfolio member inquiries, resolving issues with business deposit and loan accounts, delivering exceptional member service, and ensuring that all processes, procedures, letters, and documentation within areas of responsibility are contributing to a positive member experience.

Expected Outcomes

  • Members receive outstanding accurate and timely service.
  • Relationships with Credit and Operations teams are marked by clear communication and mutual respect.
  • Proactive relationship management results in minimal administrative delinquent loans.
  • Business Services is well represented at community events and local non-profits.
  • Performance metrics demonstrate the attainment of key business objectives, including portfolio quality.
  • Member experience and profitability are strengthened through the implementation and promotion of Business Services initiatives and the fostering of a service to sales culture.

Capability Requirements

  • Bachelor's Degree in Business, Finance, or related field.
  • Three or more years of experience in business services/banking as credit analyst, portfolio manager, or relationship manager; or combination of applicable work experience and education.
  • Professional, well-developed interpersonal skills essential for interacting with credit union staff and
  • Well-developed mathematical skills.
  • Ability to work accurately with figures and perform detailed work with an extremely high degree of precision.
  • Knowledge of business loan processing and servicing.
  • Knowledge of laws and regulations that govern member business lending.
  • Ability to interpret and follow written policies.
  • Ability to work under pressure and multi-task, while maintaining professionalism and courtesy.
  • Basic knowledge of Microsoft Word, Outlook and intermediate knowledge of Excel.

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