SBA Lending Specialist - Credit, Closings & Servicing

Waukesha State Bank; Waukesha (WI); On-site; USD 70,000 - 100,000; Full time

Job summary

Waukesha State Bank is seeking an experienced SBA Credit Specialist to join our Commercial Lending team. You will combine financial analysis, SBA knowledge, and meticulous underwriting to help local businesses secure financing and grow.

You'll partner with Commercial Bankers, process and close SBA loans, manage portfolios, and mentor teammates while ensuring compliance with Bank and SBA guidelines. A degree in finance or accounting and at least 3 years of loan processing experience required.

Qualifications

• 3+ years of loan processing experience required.
• Degree in Finance, Accounting, or related field.
• Strong financial analysis and underwriting skills.
• Excellent detail orientation and organization.
• Ability to work independently.
• Proficiency with Word and Excel.
• Collaborative with strong customer service.

Responsibilities

• Process, underwrite, close, and service SBA loans.
• Analyze financial statements and assess credit risk.
• Coordinate loan documentation and SBA closing packages.
• Manage existing loan relationships and renewals.
• Support loan requests and portfolio management.
• Mentor SBA teammates and ensure compliance.

Skills

Loan processing

Financial analysis

Underwriting

Attention to detail

Independent work

Microsoft Word

Microsoft Excel

Customer service

SBA knowledge

Education

Finance degree

Tools

Jack Henry SilverLake

T-Soft

Global Wave Credit Track

Job description

Waukesha State Bank is seeking an experienced SBA Credit Specialist to join our Commercial Lending team. You will combine financial analysis, SBA knowledge, and meticulous underwriting to help local businesses secure financing and grow.

You'll partner with Commercial Bankers, process and close SBA loans, manage portfolios, and mentor teammates while ensuring compliance with Bank and SBA guidelines. A degree in finance or accounting and at least 3 years of loan processing experience required.