Loan Relationship Manager

and the job listing Expires on July 9, 2026

Full-Time Job Accounting, Data Analytics, Economics & Finance

Job Title:

Loan Relationship Manager (Senior Credit Analysts with strong growth potential encouraged to apply)

Company: WBD, Inc.

Location:

Waukesha, WI (Southeast WI Market)

Job Type: Full-Time

A rewarding career opportunity in a professional, collaborative work environment exists with WBD, Inc. We are seeking an experienced Loan Relationship Manager to support SBA 504 lending. This role is comparable to commercial portfolio management role in a financial institution and is ideal for a credit professional who can independently manage complex loans from underwriting through pre-closing while serving as a trusted support resource to lender clients, borrowers, and WBD Loan Officer and support teams.

WBD will also consider Senior Credit Analyst candidates who demonstrate strong credit judgment, SBA knowledge, and clear potential to develop into a Loan Relationship Manager role.

• Underwrite and analyze SBA 504 loan requests
• Prepare comprehensive credit presentations for loan committee review
• Identify and resolve SBA eligibility and credit concerns
• Prepare SBA applications, verifications, and Terms & Conditions
• Support loan closings, including credit assessment, loan modification requests, and project cost reconciliation
• Serve as a technical SBA resource to borrowers, lender clients, and WBD Loan Officers

This position offers long‑term growth in credit position or future Loan Officer development paths.

• Team‑first mindset and strong collaboration skills
• Professional, positive, and self‑disciplined approach
• Strong credit judgment grounded in the 5 C’s of credit
• Comfort navigating ambiguity within SBA guidance
• Proactive, detail‑oriented, and committed to high‑quality work

• Bachelor’s degree in Finance, Accounting, Business, or a related field (or equivalent experience)
• Experience in commercial credit analysis, portfolio management, and/or commercial or SBA lending
• Strong financial analysis and credit writing skills
• Demonstrated ability to work collaboratively with loan officers and internal partners
• Sound judgment, attention to detail, and strong professional communication skills
• Someone who values both credit quality and relationships
• A professional who will work well within an established, high‑performing team
• An individual seeking stability, growth, and development, not just a short‑term stepping stone
• A candidate open to coaching and ongoing skill development

• Opportunities for career advancement
• Strong internal training and mentorship
• Collaborative culture with experienced professionals
• Opportunity to make a meaningful impact within a respected economic development organization
• Competitive pay, incentive bonus program, comprehensive insurance benefits, 401(k) match, and a generous PTO policy
• Flexible work arrangements available for trained personnel

WBD is one of the nation’s most successful Certified Development Companies. Since 1981, WBD has provided more than $3 billion in financing and currently manages a commercial portfolio exceeding $1 billion, helping businesses grow, create jobs, and strengthen communities.