A rewarding career opportunity in a professional work environment exists for you with WBD in Oshkosh!

We are seeking a Portfolio Analyst in our Servicing Department. This is a full-time position in our Oshkosh office.

The Portfolio Analyst works closely internally with the Servicing and Loan Officer teams and externally with our banking partners and SBA. The Portfolio Analyst supports the Servicing team and is responsible for reports and analyzing trends within the loan portfolio and industry and market trends. The Portfolio Analyst is responsible for monitoring the loan portfolio, ensuring compliance with SBA requirements as well as identifying changes in portfolio or borrower trends, including monitoring monthly payments, payoff requests and liquidation activities. The analyst will routinely perform risk assessments and monitor emerging problem loans for individual borrowers as well as process servicing requests for borrowers to ensure the loan is in full compliance with SBA regulations throughout the life of the loan. Servicing requests may include processing ownership changes, adding guarantors, assumptions, release of collateral, etc. Responsibilities include assisting with SBA 7(a) projects including application and liquidation packages as needed. 

WBD is interested in candidates with:

• Effective team collaboration
• Focus on effective customer service
• Effective written and verbal communication skills
• Excellent time management skills (handle multiple priorities simultaneously).
• Competent in MS Office and Adobe Acrobat.
• Detail oriented individuals who are diligent, conscientious, and thorough.

A successful candidate will be highly organized, self-disciplined, and demonstrate accountability. Specific experience in commercial loan documentation, commercial real estate financing, and/or SBA loans is highly desired. Associate degree in finance or business field is preferred. Position open for various levels of experience, wage equal with experience.

WBD is a leader in training and developing staff in the commercial finance industry and is committed to a personal development plan for every employee. WBD offers competitive pay, an incentive bonus program, health insurance, 401k match, and a generous PTO policy. WBD is an equal opportunity employer.

WBD is one of the nation’s most successful Certified Development Companies, a mission-driven organization helping businesses gain access to capital to grow, create jobs and build their communities. Since 1981, WBD has provided $3 Billion in financing to thousands of businesses and currently has a commercial portfolio of over $1 Billion.

Job Type: Full-time

Pay: $25.00 - $30.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Referral program
• Vision insurance
• Volunteer time off
• Wellness program

Experience level:

• 1 year
• Under 1 year

Schedule:

• 8 hour shift

Application Question(s):

• How many years of experience do you have in commercial loan documentation?
• How many years of experience do you have with financial analytical?

Ability to Relocate:

• Oshkosh, WI 54904: Relocate before starting work (Required)

Work Location: In person