Finance OPT Jobs in Wisconsin
Finance F-1 OPT sponsorship jobs in Wisconsin are concentrated in Milwaukee, Madison, and Green Bay, where employers like Northwestern Mutual, Baird, Associated Bank, and Fiserv regularly hire international students for roles in financial analysis, accounting, and risk management. Wisconsin's financial services sector offers meaningful OPT opportunities across both corporate finance and fintech.
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Responsible for analyzing business loan requests to develop thorough and objective credit presentations while ensuring the bank’s lending policies are followed. Includes analysis of business and personal cash flow and financial statements, comparison with industry trends and/or projections, understanding of collateral requirements and reviewing collateral valuations. These responsibilities also include establishing necessary monitoring reminders to ensure financial requirements are followed. Primary focus will be on preparing credit presentations for lender approval authority requests, renewals, and Treasury Management credit presentation requests. Completing financials spreads and updating financial ticklers.
EXPECTED OUTCOMES
- Credit presentations are prepared and analyzed to ensure a high quality, accurate assessment of the credit can be determined that identifies strengths and weaknesses of the request.
- Timely credit presentations are prepared and analyzed for renewals excluding the top 25% of the portfolio.
- Treasury management requests for ACH and Remote Deposit Capture review are prepared to ensure additional extensions of credit can be supported by the member.
- Annual reviews are completed in the first 10 months of the year to allow the credit union to foresee any potential risk of loss.
- Financial documents are received, spread, and reviewed; where applicable, credit concerns are noted and escalated.
- Ticklers are updated for the next review period. Ticklers are removed on paid off loan relationships.
CAPABILITY REQUIREMENTS
- Bachelor's degree in finance, Accounting, Economics, or related field of study.
- Two or more years of experience working for a financial institution; or combination of applicable work experience and education.
- Solid understanding of financial statements including but not limited to tax returns, profits & loss statements, balance sheets and other business financials.
- Awareness of laws and regulations that govern lending and accounting practices.
- Professional well developed interpersonal and communication skills essential for interacting with credit union staff and members.
- Ability to work effectively in a team-based environment with a variety of personalities.
- In-depth mathematical skills required (calculations and concepts involving decimals, percentages, fractions, dividend, interest, payoff, and equity calculations etc.).
- Strong attention to detail with the ability to work efficiently and accurately under pressure and meet deadlines.
- Ability to plan, prioritize and organize work effectively; make and carry out logical decisions.
- Working knowledge of Microsoft Word, Outlook, and intermediate knowledge of Excel.
The above information in this description has been designed to indicate the general nature and level of work performed by employees in this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all outcomes, responsibilities and qualifications required of employees assigned to this job.
ADDITIONAL INFORMATION
- Physical Demands of Position: While performing the duties of this position, the employee is required to sit, stand and walk, and use hands and fingers. The employee occasionally must reach above and below shoulder level, and lift/push/pull and/or carry up to 10 pounds.
- Environmental/Working Conditions: Works in a typical administrative setting with climate control and appropriate lighting. Travel to branches requires exposure to outdoor and traffic conditions.
- Equipment Used: Variety of office equipment (telephone, printer, pc, mobile devices, etc.).
EEO Statement: At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that inclusion is critical to our success as a credit union. Different makes us better. Employment decisions are made based on qualifications, merit, and business needs.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
INTRODUCTION
Responsible for analyzing business loan requests to develop thorough and objective credit presentations while ensuring the bank’s lending policies are followed. Includes analysis of business and personal cash flow and financial statements, comparison with industry trends and/or projections, understanding of collateral requirements and reviewing collateral valuations. These responsibilities also include establishing necessary monitoring reminders to ensure financial requirements are followed. Primary focus will be on preparing credit presentations for lender approval authority requests, renewals, and Treasury Management credit presentation requests. Completing financials spreads and updating financial ticklers.
EXPECTED OUTCOMES
- Credit presentations are prepared and analyzed to ensure a high quality, accurate assessment of the credit can be determined that identifies strengths and weaknesses of the request.
- Timely credit presentations are prepared and analyzed for renewals excluding the top 25% of the portfolio.
- Treasury management requests for ACH and Remote Deposit Capture review are prepared to ensure additional extensions of credit can be supported by the member.
- Annual reviews are completed in the first 10 months of the year to allow the credit union to foresee any potential risk of loss.
- Financial documents are received, spread, and reviewed; where applicable, credit concerns are noted and escalated.
- Ticklers are updated for the next review period. Ticklers are removed on paid off loan relationships.
CAPABILITY REQUIREMENTS
- Bachelor's degree in finance, Accounting, Economics, or related field of study.
- Two or more years of experience working for a financial institution; or combination of applicable work experience and education.
- Solid understanding of financial statements including but not limited to tax returns, profits & loss statements, balance sheets and other business financials.
- Awareness of laws and regulations that govern lending and accounting practices.
- Professional well developed interpersonal and communication skills essential for interacting with credit union staff and members.
- Ability to work effectively in a team-based environment with a variety of personalities.
- In-depth mathematical skills required (calculations and concepts involving decimals, percentages, fractions, dividend, interest, payoff, and equity calculations etc.).
- Strong attention to detail with the ability to work efficiently and accurately under pressure and meet deadlines.
- Ability to plan, prioritize and organize work effectively; make and carry out logical decisions.
- Working knowledge of Microsoft Word, Outlook, and intermediate knowledge of Excel.
The above information in this description has been designed to indicate the general nature and level of work performed by employees in this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all outcomes, responsibilities and qualifications required of employees assigned to this job.
ADDITIONAL INFORMATION
- Physical Demands of Position: While performing the duties of this position, the employee is required to sit, stand and walk, and use hands and fingers. The employee occasionally must reach above and below shoulder level, and lift/push/pull and/or carry up to 10 pounds.
- Environmental/Working Conditions: Works in a typical administrative setting with climate control and appropriate lighting. Travel to branches requires exposure to outdoor and traffic conditions.
- Equipment Used: Variety of office equipment (telephone, printer, pc, mobile devices, etc.).
EEO Statement: At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that inclusion is critical to our success as a credit union. Different makes us better. Employment decisions are made based on qualifications, merit, and business needs.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
OPT Finance Job Roles in Wisconsin
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Search Finance Jobs in WisconsinFinance OPT Sponsorship Jobs in Wisconsin: Frequently Asked Questions
Which finance companies in Wisconsin sponsor F-1 OPT visas?
Several well-established Wisconsin finance employers have a track record of hiring F-1 OPT students. Northwestern Mutual and Baird in Milwaukee are among the most active, along with Associated Bank, CUNA Mutual Group (now TruStage), and Fiserv. Larger corporations with dedicated finance functions, such as Johnson Controls and Kohl's, also hire international students in accounting and financial planning roles.
Which cities in Wisconsin have the most finance F-1 OPT sponsorship jobs?
Milwaukee is Wisconsin's primary finance hub and has the highest concentration of F-1 OPT-friendly finance employers, particularly in investment management, insurance, and fintech. Madison follows, with opportunities tied to the state's large university presence, insurance companies, and credit unions. Green Bay and Appleton offer a smaller but consistent set of openings in banking and corporate finance at regional firms.
What types of finance roles typically qualify for F-1 OPT sponsorship in Wisconsin?
Roles that are most commonly filled through F-1 OPT in Wisconsin's finance sector include financial analyst, credit analyst, investment operations associate, accounting associate, and risk and compliance analyst positions. These roles typically require a finance, accounting, economics, or related bachelor's or master's degree, which aligns well with OPT's requirement that work be directly related to a student's field of study.
How do I find finance F-1 OPT sponsorship jobs in Wisconsin?
Migrate Mate is built specifically for international students and filters jobs by visa type, including F-1 OPT, and by industry, so you can browse finance roles in Wisconsin without sorting through positions that don't support OPT. Targeting mid-size and large financial services firms in Milwaukee and Madison directly, and applying during your final semester, gives you the best chance of securing a role before your OPT start date.
Are there any Wisconsin-specific considerations for F-1 OPT in finance?
Wisconsin's finance sector leans heavily toward insurance, banking, and fintech rather than investment banking or hedge funds, which affects the types of OPT roles available. STEM OPT extension eligibility depends on whether your degree program is STEM-designated; finance degrees are not always STEM-classified, so students should confirm their program's classification with their DSO before relying on a 24-month extension. Employer willingness to later sponsor H-1B visa status also varies considerably by firm size.