Servicing Loan Coordinator

WBD Inc.; Oshkosh (WI); On-site; USD 55,000 - 75,000; Full time

Job summary

WBD, Inc. is a mission-driven nonprofit lender in Wisconsin seeking a detail-oriented Servicing Loan Coordinator to help manage SBA 504 loans and ensure compliance with SBA requirements.

You will review financial statements, assist with servicing actions, monitor payments and reporting, and maintain strong relationships with borrowers, lenders, SBA personnel, and partners across the state; a role that supports portfolio growth and excellent borrower service.

Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, Economics, or related field, or equivalent professional experience.
• Experience in commercial banking, loan servicing, lending operations, accounting, finance, customer relationship management, or related area.
• Ability to understand and evaluate financial statements, tax returns, and business performance.
• SBA lending knowledge is helpful, but not required.

Responsibilities

• Review business and personal financial statements, tax returns, and related financial information to help assess borrower performance and repayment ability.
• Assist with borrower requests and prepare servicing actions in compliance with SBA regulations and internal policies.
• Monitor loan payment activity, financial reporting requirements, collateral information, and other portfolio indicators.
• Communicate with borrowers, lending partners, and internal staff to gather information and resolve servicing matters.
• Support annual reviews and ongoing portfolio monitoring activities.
• Prepare recurring portfolio and management reports with a high degree of accuracy and attention to detail.
• Build and maintain strong working relationships with borrowers, lending professionals, SBA personnel, and other business partners.

Skills

Analytical

Financial statement analysis

Excel

Written and verbal communication

Multitasking

Relationship building

Lending knowledge

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

SBA knowledge

Job description

Team That Helps Wisconsin Businesses Grow

WBD, Inc. is a mission-driven nonprofit lender that helps small businesses access financing through the SBA 504 Loan Program. We are seeking a detail-oriented and relationship-focused Servicing Loan Coordinator to join our team.

This role is ideal for an individual with an interest in commercial lending, finance, accounting, business analysis, or portfolio management who enjoys working with financial information, building relationships, and helping businesses succeed. Whether you're a recent graduate with a degree in finance, accounting, business, or a related field, or an experienced professional looking to continue your career in lending, we'd love to hear from you.

The Servicing Loan Coordinator plays an important role in supporting the ongoing management of our SBA 504 loan portfolio while ensuring compliance with SBA requirements and providing exceptional service to our borrowers and lending partners.

What You'll Do

As a Servicing Loan Coordinator, you will assist in managing and monitoring a portfolio of SBA 504 loans while supporting servicing activities throughout the life of the loan. Key responsibilities include:

• Review business and personal financial statements, tax returns, and related financial information to help assess borrower performance and repayment ability.
• Assist with borrower requests and prepare servicing actions in compliance with SBA regulations and internal policies.
• Monitor loan payment activity, financial reporting requirements, collateral information, and other portfolio indicators.
• Communicate with borrowers, lending partners, and internal staff to gather information and resolve servicing matters.
• Support annual reviews and ongoing portfolio monitoring activities.
• Prepare recurring portfolio and management reports with a high degree of accuracy and attention to detail.
• Build and maintain strong working relationships with borrowers, lending professionals, SBA personnel, and other business partners.

What We're Looking For

We're seeking someone who is:

• Analytical and comfortable working with financial information and business documentation.
• Interested in commercial lending, business finance, and helping small businesses grow.
• Organized and capable of managing multiple priorities and deadlines.
• Detail-oriented with strong written and verbal communication skills.
• Relationship-focused and able to work effectively with borrowers, lenders, SBA representatives, and internal partners.
• Proficient in Microsoft Excel and Microsoft Office applications.

Preferred Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field, or equivalent professional experience.
• Experience in commercial banking, loan servicing, lending operations, accounting, finance, customer relationship management, or a related area.
• Ability to understand and evaluate financial statements, tax returns, and business performance.
• Knowledge of SBA lending is helpful, but not required.

Why WBD?

At WBD, you'll have the opportunity to:

• Develop expertise in commercial lending and SBA financing programs.
• Work directly with Wisconsin businesses and lending professionals.
• Build lasting professional relationships across Wisconsin's lending community.
• Make a meaningful impact on businesses and communities through your work.
• Work alongside an experienced and collaborative team committed to serving small businesses.
• Grow your career in a supportive environment that values professional development.

At WBD, you'll join one of the nation's largest Certified Development Companies (CDCs), with more than $3 billion in financing provided since 1981 and a commercial portfolio exceeding $1 billion. We offer competitive compensation and benefits, ongoing professional development opportunities, and the chance to work alongside a collaborative team dedicated to helping businesses and communities succeed. Compensation is commensurate with qualifications, experience, and demonstrated skills.