SBA Credit Specialist
Waukesha, WI, United States2w ago
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Key details
- Location
- Waukesha, WI, United States
- Work style
- Onsite
- Level
- Mid level
- Job type
- Full-time
- Experience
- 3–6 yrs
- Function
- Operations & Strategy
- Focus area
- other
- Posted
- 2w ago
Skills
About the role
Put your SBA lending expertise to work and help local businesses grow!
Waukesha State Bank is seeking an experienced SBA Credit Specialist to join our Commercial Lending team. In this role, you'll combine your financial analysis skills, SBA lending knowledge, and attention to detail to help businesses secure financing and achieve their goals.
If you're an independent thinker who enjoys solving problems, building relationships, and collaborating with a dedicated team, we'd love to hear from you!
What You'll Do
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Partner with Commercial Bankers to process, underwrite, close, and service SBA loans.
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Analyze financial statements, assess credit risk, and prepare comprehensive loan presentations.
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Coordinate loan documentation, third-party reports, and SBA-compliant closing packages.
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Manage existing loan relationships, including renewals, modifications, and ongoing servicing.
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Support customer relationships by assisting with loan requests, closings, and portfolio management.
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Collaborate with and mentor fellow SBA team members while ensuring compliance with Bank and SBA guidelines.
What You'll Bring
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At least 3 years of loan processing experience and a degree in Finance, Accounting, or a related field.
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Strong financial analysis, underwriting, and problem-solving skills.
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Excellent attention to detail, organization, and follow-through.
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Sound judgment and the ability to work independently.
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Proficiency in Microsoft Word and Excel.
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A collaborative mindset and commitment to exceptional customer service.
Even Better If You Have:
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Knowledge of SBA loan programs, regulations, and Standard Operating Procedures (SOP).
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Experience with Jack Henry SilverLake, T-Soft, or Global Wave Credit Track.
Why Waukesha State Bank?
At Waukesha State Bank, you'll be part of a community-focused organization that values relationships, teamwork, and professional growth. This is an opportunity to expand your lending expertise, contribute to meaningful business relationships, and make a difference in the communities we serve.
Ready to take the next step in your banking career? Apply today!
Full-Time | Onsite
Employment with Waukesha State Bank is contingent upon the successful completion of a criminal background check and drug screen.
EOE Disability/Vet