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Credit Assistant Jobs in Sun Prairie, WI (NOW HIRING)

UW Credit Union

Senior Credit Analyst

Madison, WI · On-site

Ad Hoc Financial Analysis or Research * Assist lending staff with property-specific research, pre ... Prepare credit committee materials and agenda, attend credit committee meetings, and draft meeting ...

Capitolbank

Senior Credit Analyst

Madison, WI · On-site

$100 - $125/hr

The Senior Credit Analyst is responsible for independently underwriting complex commercial credit ... Monitor financial statement exceptions and assist Lenders in collecting the necessary information.

Capitol Bank

Senior Credit Analyst

Madison, WI

The Senior Credit Analyst is responsible for independently underwriting complex commercial credit ... Monitor financial statement exceptions and assist Lenders in collecting the necessary information.

Capitol Bank

Senior Credit Analyst

Madison, WI · On-site

The Senior Credit Analyst is responsible for independently underwriting complex commercial credit ... Monitor financial statement exceptions and assist Lenders in collecting the necessary information.

Capitol Bank

Senior Credit Analyst

Madison, WI · On-site

The Senior Credit Analyst is responsible for independently underwriting complex commercial credit ... Assist with the internal review of real estate valuations (e.g. appraisals, evaluations ...

Carter's

Assistant Store Manager

Johnson Creek, WI · On-site

... credit Assist the Store Manager in building and retaining a successful team by participating in recruiting, hiring, training, and development of store team Recognize exceptional performance and ...

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Credit Assistant information

See Sun Prairie, WI salary details

$12

$19

$25

How much do credit assistant jobs pay per hour?

As of Sep 8, 2026, the average hourly pay for credit assistant in Sun Prairie, WI is $19.88, according to ZipRecruiter salary data. Most workers in this role earn between $17.79 and $21.73 per hour, depending on experience, location, and employer.

What is a credit assistant?

Credit Assistants are professionals who support credit departments in financial institutions or companies by processing credit applications, conducting basic financial analysis, and assisting with the management of credit accounts. They help gather and verify customer information, prepare reports, and communicate with clients or internal teams regarding credit decisions. This role is essential for ensuring that the credit approval process runs smoothly and that records are accurate and up to date.

What are the key skills and qualifications needed to thrive as a credit assistant, and why are they important?

To thrive as a Credit Assistant, you need a solid understanding of credit principles, attention to detail, and skills in financial data analysis, usually supported by a high school diploma or associate’s degree in finance or a related field. Familiarity with credit management software, databases, and proficiency in Microsoft Excel are commonly required, and some employers may prefer candidates with certifications like NACM's Credit Business Associate (CBA). Strong organizational skills, effective communication, and the ability to multitask make someone stand out in this position. These abilities are crucial for accurately processing credit applications, minimizing risk, and supporting the credit team’s efficiency.

How does a credit assistant typically collaborate with other departments within a company?

As a Credit Assistant, you’ll often work closely with teams such as sales, accounts receivable, and customer service to ensure smooth credit processing and timely payments. You may coordinate with sales to verify customer orders and payment terms, assist accounts receivable with tracking outstanding balances, and communicate with customer service regarding credit holds or disputes. This collaborative environment helps maintain accurate financial records and supports positive client relationships, making strong communication skills essential in this role.

What is the difference between Credit Assistant vs Accounts Payable Clerk?

AspectCredit AssistantAccounts Payable Clerk
Primary RoleAssists with credit evaluations, manages customer credit accounts, and supports credit approval processes.Processes vendor invoices, manages payments, and maintains accounts payable records.
Required SkillsCredit analysis, customer service, data entry, attention to detail.Invoice processing, bookkeeping, attention to detail, organizational skills.
CertificationsGenerally no formal certification required; familiarity with credit management helpful.Bookkeeping or accounting certifications beneficial but not mandatory.
Work EnvironmentOffice setting, finance or accounting departments.Office setting, finance or accounting departments.

While both roles support financial operations, a Credit Assistant focuses on credit management and customer accounts, whereas an Accounts Payable Clerk handles vendor payments and invoice processing. Understanding these differences helps in choosing the right career path or job search focus within finance and accounting roles.

How much does a credit assistant make?

A credit assistant typically earns between $30,000 and $45,000 annually, depending on experience, location, and the size of the employer. They often work in office environments, using software like spreadsheets and credit management systems, and may require basic financial or credit-related certifications.

What are the most commonly searched types of Credit jobs in Sun Prairie, WI?

The most popular types of Credit jobs in Sun Prairie, WI are:

What cities near Sun Prairie, WI are hiring for Credit Assistant jobs?

Cities near Sun Prairie, WI with the most Credit Assistant job openings:

Credit Assistant jobs near you

Senior Credit Analyst

UW Credit Union

Madison, WI • On-site

Full-time

Medical, Dental, Vision, Retirement

Re-posted 11 days ago

Job description

Overview

The Senior Credit Analyst plays a key role in the Investment Property Lending (IPL) underwriting process, as they are responsible for reviewing financial information for the borrower, collateral, and guarantors connected to each loan, ultimately providing an independent recommendation supporting the proposed loan and its structure.

Leveraging strong analytical skills, this role adds context to complex financial information and partners with the originating Loan Officer to produce clear, concise loan presentations that accurately reflect property and guarantor cash flow while identifying potential credit concerns. The position is responsible for providing an independent credit recommendation (approve or decline) and supporting periodic reviews as needed. They focus on larger, more complex, and timesensitive loan requests, together with the ability to work independently with minimal guidance, distinguishes this position from the Credit Analyst role.

Responsibilities

Prepare Loan Presentations (New Loans) and Annual/Periodic Reviews (Existing Loans)

  • Ensure that the loan (new or existing) complies with all IPL loan policy guidelines.
  • Analyze financial statements for the subject property or properties, owners, and guarantors to independently confirm strengths and weaknesses of the loan.
  • Validate the assigned risk rating per the IPL risk rating matrix.
  • Apply critical thinking and analysis to produce thorough loan presentations relied upon by approving authorities.
  • Prepare thorough and concise loan presentations for new loan requests (majority) and annual/periodic reviews or credit memos for existing loans (minority).
  • Consistently assigned complex or technical loan requests; may also be assigned time-sensitive files with targeted completion deadlines.
  • Provide meaningful context to financial data to help readers understand financial condition and credit risks.
  • Consistently identify credit and operational risk and suggest mitigating factors when needed.
  • Clearly and concisely explain key issues and confirm appropriate loan structures.
  • Prepare Watch List memos for loans experiencing credit issues and needing extra monitoring.
  • Utilize strong math, analytical, communication, attention-to-detail, reasoning, and superior customer service (internal & external) skills.
  • Communicate verbally and in writing with borrowers and guarantors to collect financial documents and obtain answers to underwriting questions.
  • Focus on attention to detail, adherence to loan policy guidelines, and meeting deadlines for reviews and presentations.
  • Regularly join IPL Loan Officer during meetings or phone calls with borrowers and members.
  • May have moderate to frequent interaction with borrowers and guarantors while performing analysis.
  • Demonstrate strong technical knowledge, ability to complete time-sensitive loan files with minimal oversight, and expertise in borrower and guarantor interaction.

Ad Hoc Financial Analysis or Research

  • Assist lending staff with property-specific research, pre-qualification assessments, preliminary financial spreads, and initial financial condition analysis.
  • May perform site visits for new loan requests or existing loans.
  • Perform research on real estate metrics and data using a commercial real estate database.
  • Assist with any research or projects as requested.

Other Duties / Internal Support

  • Prepare credit committee materials and agenda, attend credit committee meetings, and draft meeting minutes.
  • Interact with Department Manager, Loan Officers, Loan Admins, and other internal staff to assist with special projects.
  • Help Loan Operations Manager and Loan Admins prepare for internal and external audits and exams.
  • Actively participate and take lead in team meetings and department activities.
  • Serve as a resource to junior staff for technical questions, work review, and departmental guidance.

Development & Training

  • Engage in internal and external learning of credit and financial analysis topics and trainings.
  • May be asked to complete commercial underwriting training modules or certification courses.
  • Build competency in borrower and member interaction by joining Loan Officers on sales calls.
  • Maintain understanding and competency of IPL Loan Policy.
  • May be asked to train and become knowledgeable in other lending types as the department expands.
Qualifications

Education & Experience

  • Bachelor's degree in Finance, Accounting, Business Management or related field required.
  • 4-5 years' experience in a Credit Analyst, Financial Analyst, Portfolio Manager and/or Commercial Real Estate Analyst required.
  • Prior experience underwriting loan files within Sageworks Abrigo Commercial LOS is preferred

Skills

  • Advanced exposure to commercial lending principles and best practices.
  • Advanced understanding of commercial loan documents.
  • Advanced exposure to commercial appraisals.
  • Experience as a credit analyst within another commercial credit department, including completion of a formal credit training program (such as RMA).
  • Strong experience spreading financials required.
  • Advanced understanding of commercial loan structuring and industry standards
  • Moderate experience with borrower/member interaction.
  • Expert ability to meet established deadlines, particularly time-sensitive loan files
  • Superior written communication.
  • Ability to multi-task.
  • Attention to detail.
  • Ability to maintain confidentiality.
  • Proficiency to handle high-pressure situations and deliver within stated timelines
  • Problem-solving skills & capable to consistently operate with moderate to minimal guidance.
  • Relationship building skills
  • History of mentoring junior Credit Analysts.
  • Willingness to learn and desire to grow professionally.
  • Track and meet deadlines for loan presentations and annual/periodic reviews.
Working at UW Credit Union

Why work for UW Credit Union?

Join one of Wisconsin's premier financial institutions, a National Top Workplace and multi-year recipient of Madison Magazine's Best Places to Work, Wisconsin State Journal's Top Workplaces, and Milwaukee Journal Sentinel's Top Workplaces to receive:

  • 21.5 days of annual time off (accrued per pay period)
  • 2 weeks paid caregiver leave
  • 2.5 weeks paid new child parental leave
  • 2 days paid volunteer time
  • 10 paid holidays (including your birthday!)
  • 401k company match of up to 5%, plus approximately 4% discretionary match
  • Variable bonus reward
  • Competitive Medical, Dental, and Vision plans, including domestic partner eligibility
  • Employee Assistance Program
  • And more!

All employees must possess valid work authorization to work for UWCU on the date of hire.  UWCU does not provide immigration sponsorship or support for employment authorization to include, but not limited to, sponsorship or support for H-1B, F-1 OPT, TN, or other visa category. 

Employment Type: FULL_TIME

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