Loan Relationship Manager - Waukesha, WI

Overview

Loan Relationship Manager position in Waukesha, WI with WBD, Inc. This role supports SBA 504 lending and is comparable to a commercial portfolio management role in a financial institution. It is suitable for a credit professional who can independently manage complex loans from underwriting through pre-closing, while serving as a trusted resource to lender clients, borrowers, and WBD Loan Officers and support teams.

Senior Credit Analyst candidates with strong SBA knowledge and credit judgment may be considered and developed into the 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

• 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
• Values credit quality and relationships; works well within an established, high-performing team
• Openness to coaching and ongoing skill development

• 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

• 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 generous PTO
• 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.

• Submit your resume to HR and help us support small businesses across Wisconsin.