Top 20 Credit analyst l or ll Jobs in Appleton, Wi

Servicing Analyst
WBD, Inc —Oshkosh, WI
- From $28 an hour
- Full-time
- Mid-level
- Office
- Finance
- Health savings account
- Health insurance
Quick Apply
3d
Deduction & Collection Analyst
Trilliant Food —Little Chute, WI
- $24 - $27 an hour
- Full-time
- Background check
- Microsoft Excel
- Pass drug screening
Quick Apply
Business Systems Analyst - Core
Capital Credit Union —De Pere, WI
- Hybrid work
- Mid-level
- Office
- Analysis skills
Quick Apply
SVP, Commercial Banking Regional Credit Officer
LANDMARK CREDIT UNION —Appleton, WI
- Full-time
- Office
- Finance
- Master's degree
Quick Apply
1d
Credit Manager
Werner Electric Supply —Appleton, WI
- 5 years
- ERP systems
- Office
- Paid training
- Paid parental leave
Quick Apply
Senior Information Security Analyst
Community First Credit Union —Neenah, WI
- Mid-level
- Office
- 3 years
Quick Apply
ITS Desktop Technician
Capital Credit Union —De Pere, WI
- On call
- Mid-level
- Office
- Windows
Quick Apply
Stress Analyst Engineer II - Appleton, WI
Gulfstream Aerospace Corporation —Appleton, WI
- Full-time
- Writing skills
- English
- Mid-level
- Health insurance
- Dental insurance
5d
Cybersecurity Manager
Capital Credit Union —De Pere, WI
- Hybrid work
- Computer science
- Computer Science
- Office
- Work from home
Quick Apply
11d
VP Commercial Lending 2
CoVantage Credit Union —De Pere, WI
- Hybrid work
- Sales
- 5 years
- Office
- Health savings account
- Paid time off
Quick Apply
Board Certified Behavior Analyst
Milestones Behavioral Pediatrics —De Pere, WI
- $55,000 - $75,000 a year
- Full-time
- Management
- Mid-level
- Clinic
- Continuing education credits
- Paid parental leave
Quick Apply
11d
HVAC R Instructor
Northeast Wisconsin Technical College —Green Bay, WI
- $75,300 - $80,000 a year
- Weekends as needed
- Background check
- Classroom
- Heavy lifting
- Health insurance
- Dental insurance
Sr Enterprise Risk & Capital Strategy Analyst
Horace Mann —United States
- $105,200 - $147,950 a year
- Remote
- Microsoft Excel
- 5 years
- Finance
Quick Apply

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Servicing Analyst

WBD, Inc
Oshkosh, WI

Quick Apply

Job Details

Full-time
From $28 an hour
3 days ago

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Professional development assistance
Life insurance
Referral program
Retirement plan

Qualifications

Written communication
Teamwork
Underwriting
Financial statement analysis
Bachelor's degree
Attention to detail
Relationship building
Time management

Full 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 an analytical and relationship-focused Servicing Analyst to join our team.

This role is ideal for an individual with experience in credit analysis, commercial lending, financial statement analysis, or portfolio management who enjoys evaluating financial performance, identifying emerging risks, and helping businesses succeed. The Servicing Analyst plays a key role in monitoring loan portfolio performance, assessing repayment ability, documenting servicing actions for SBA compliance and approval.

What You'll Do

As a Servicing Analyst, 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:

Analyze business and personal financial statements, tax returns, and related financial information to assess repayment ability, identify trends, and evaluate credit risk.
Review borrower requests and prepare servicing actions in compliance with SBA regulations and internal policies.
Monitor loan payment activity, financial reporting requirements, collateral position, and other portfolio indicators to identify developing concerns and potential credit issues.
Communicate with borrowers, lending partners, and internal staff to gather information, resolve servicing matters, and recommend appropriate next steps.
Conduct annual risk reviews and ongoing portfolio analysis to identify trends, emerging risks, and opportunities for proactive portfolio management.
Produce recurring portfolio and management reports requiring a high degree of accuracy, consistency, 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:

Highly analytical with strong problem-solving and critical-thinking skills.
Skilled in interpreting business and personal financial statements, tax returns, and other financial information to assess performance, repayment capacity, and risk.
Organized and capable of managing multiple priorities and deadlines.
Exceptionally detail-oriented with the ability to communicate financial analysis and recommendations clearly, accurately, and professionally
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

Experience in commercial banking, credit analysis, loan servicing, portfolio management, commercial underwriting, accounting, finance, or a related field.
Demonstrated experience analyzing financial statements, tax returns, cash flow, and business performance.
Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related discipline, or equivalent professional experience.
Knowledge of SBA lending is helpful but not required

Why WBD?

At WBD, you'll have the opportunity to:

Leverage your credit and financial analysis expertise while becoming a subject matter expert in the SBA lending industry.
Partner with borrowers, lending professionals, and SBA representatives to help small businesses succeed.
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 business.

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.

Pay: From $28.00 per hour

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Professional development assistance
Referral program
Retirement plan
Vision insurance

People with a criminal record are encouraged to apply

Application Question(s):

Do you have experience analyzing business financial statements and tax returns?

Ability to Commute:

Oshkosh, WI 54904 (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

credit analyst l or ll jobs in appleton, wi

Servicing Analyst

Deduction & Collection Analyst

Business Systems Analyst - Core

SVP, Commercial Banking Regional Credit Officer

Credit Manager

Senior Information Security Analyst

ITS Desktop Technician

Stress Analyst Engineer II - Appleton, WI

Cybersecurity Manager

VP Commercial Lending 2

Board Certified Behavior Analyst

HVAC R Instructor

Sr Enterprise Risk & Capital Strategy Analyst

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