Careers

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Compliance Specialist

Full Time | Milwaukee

The Compliance Specialist is a full-time position ensures the organization remains up-to-date on all regulatory and licensing requirements in accordance with regulations for grant compliance, client data, and internal customer support. Duties also include providing administrative support to the Development department.

Essential Job Functions:

  • Evaluate and record funder contracts for grant requirements and timelines. Disseminate deliverables with appropriate staff.
  • Organize, enhance, and develop tools to ensure WWBIC meets funder expectations related to deliverables and reporting. Includes tracking spreadsheets, deliverable documents, donor lists, design of templates, and use and development of technology tools.
  • Assist the VP of Development & Communications with the “Report of Reports” master compliance calendar and ensure that WWBIC meets all deadlines with timely and accurate reports.
  • Assist the Grants Manager with recordkeeping, external correspondence and funder research as needed.
  • Assist in developing and maintaining geographic demographic statistics relating to development efforts.
  • Explore, research and recommend new funding and grant sources.
  • Create and manipulate Excel spreadsheets, complete accurate and timely mail merges/mailings, update Word documents and correspondence, and revise PowerPoint presentations according to WWBIC protocols.
  • Complete assigned data entry functions and maintain electronic/paper files in an accurate and timely fashion. Adhere to Data Entry Protocol to ensure accuracy and smooth maintenance of WWBIC’s database.
  • Cross-train as the back-up for the Client Data Analyst on fundamental Outcome Tracker data entry and basic database maintenance functions.
  • Assume temporary tasks as requested. Work with other administrative staff to support special events, projects or interim phone coverage.
  • Execute agency certifications, registrations and other documentation and forms as needed.
  • Utilize and collaborate with staff on tracking and project management tools.
  • Support Development Team members with administrative duties including photocopying, collating, printing, filing/storage, mailing/metering, recordkeeping, organizing, limited phone work.

The salary is competitive, depending on qualifications. Benefits include health and dental coverage, 403(b) savings plan, and more in a family-friendly environment. To apply, please email a letter of application, resume & salary requirements to jobs@wwbic.com.

WWBIC is an equal opportunity employer

Portfolio Manager

Full Time | Milwaukee

The Portfolio Manager is a full-time position that will administer modifications, renewals, collections and credit bureau reporting to ensure compliance with loan covenants and comprehensive data collection, including management of SBA Community Advantage and microloan.   The manager will establish and implement a set of clear metrics to track turn times, portfolio performance by risk rating, and delinquency trends.

Essential Job Functions

  • Manage the implementation of WWBIC’s Risk Rating System and provide reporting and recommendations on the performance of the portfolio.
  • Ensure all SBA loans are compliant and taking appropriate measures when they are not. Versed in SBA SOPs with quick action to seek solutions and resolve outstanding issues.
  • Work collaboratively with the lending department and small business consulting.
  • Effectively communicate client needs and observations with team members, working collaboratively to develop and implement action plans. Create outcome-driven solutions for challenged clients.
  • Chair the Portfolio Management Committee and work closely with collections specialist and with legal counsel to develop plan of action for delinquent and struggling accounts, including but not limited to telephone and written correspondence with past-due clients, and searching and filing proof of claim in the case of bankruptcies. Manage attorney correspondence and investigative initiatives on delinquent loan clients; subsequent follow-up to the end.
  • Assist in overall mission of WWBIC by working in a team environment to effectively complete other duties as assigned.

The salary is competitive, depending on qualifications. Benefits include health and dental coverage, 403(b) savings plan, and more in a family-friendly environment. To apply, please email a letter of application, resume & salary requirements to jobs@wwbic.com.

WWBIC is an equal opportunity employer

Program Manager (DOA Grant)

Full Time, 3-Year Limited Term | Milwaukee

The Program Manager is a full-time limited term position. This position will lead the deployment of the Department of Administration (DOA) grant ($5 million) to diverse-owned small business community.     

Essential Job Functions

  • Develop processes for deployment, vetting, and tracking funding dollars.
  • Conduct appropriate outreach efforts to diverse-owned small business community socializing funding opportunity
  • Monitor all funds availability and ensure tracking with award deliverables – adjusting as needed; working closely with VP for strategies on outreach, vetting, and tracking
  • Work collaborativley (inter/intra-departmentally) with small business consulting team and regional project directors to identify diverse-owned small businesses qualifying for grant dollars
  • Work closely with grants and compliance and accounting for all reporting and tracking of fund availability
  • Work closely with marketing department to create collaterals for socialization of funding opportunity
  • Collect and track counseling hours; input them regularly into Outcome Tracker Database. Provide outcome reports as requested.  Support program deliverables and goals through strategic outreach efforts and activities.
  • Provide deployment metrics to leadership – covering all demographic components of the small businesses – i.e. regionality, sector, race, etc.
  • Assist in overall mission of WWBIC by working in a team environment to effectively complete other duties as assigned.

The salary is competitive, depending on qualifications. Benefits include health and dental coverage, 403(b) savings plan, and more in a family-friendly environment. To apply, please email a letter of application, resume & salary requirements to jobs@wwbic.com.

WWBIC is an equal opportunity employer

Senior Accountant

Full Time | Milwaukee

The Senior Accountant is a full-time position responsible for reporting, account reconciliation, governmental and foundational reimbursement request preparation, as well as involvement in various day to day activities and budgeting.

Essential Job Functions:

  • Prepare governmental and foundational reimbursement requests on a quarterly basis, as well as develop the associated project budget annually
  • Prepare monthly CA loan reporting (1502 report) and quarterly loan loss reserve reports
  • Initiation, reconciliation and entry of borrower ACH payments
  • Create accounts receivable invoices, post checks received as well as miscellaneious ACH’s received
  • Monthly and quarterly GL account reconciliaiton including deferred revenue, accrued interest and cash, among others
  • Audit support and preparation
  • Tracking and billing for our fiscal sponsorships
  • Interact with the Development and Compliance department in order to complete projects including, but not limited to governmental billings and budgets
  • Act as a backup for several processes, including accounts payable and filing

Minimum three years experience in accounting required. Bachelor’s Degree with an emphasis in accounting or equivalent experience required.  Experience working with an automated financial management system required.  Must possess a strong understanding of Generally Accepted Accounting Principles. Experience with governmental/non-profit accounting principles and procedures preferred. Must have experience reconciling general ledger accounts and have the ability to analyze financial data and prepare financial reports in a timely fashion. Knowledge and ability in the use of a personal computer and software applications (e.g. Microsoft Office Suite) required; knowledge of Sage Fund Accounting and QuickBooks preferred.  This position requires a highly motivated self-starter with, strong organizational skills and the ability to maintain detailed records. Requires the ability to exercise initiative and sound judgment and react with discretion under varying conditions.  The ideal person is flexible, positive, and has a sense of humor. Must present a positive, professional appearance at all times. 

The salary is competitive, depending on qualifications. Benefits include health and dental coverage, 403(b) savings plan, and more in a family-friendly environment. To apply, please email a letter of application, resume & salary requirements to jobs@wwbic.com.

WWBIC is an equal opportunity employer

Small Business Consultant – Northeast Region

Full Time | Appleton

The Small Business Consultant is responsible for delivery and coordination of WWBIC’s business assistance programs.

Essential Job Functions

  • Assess client needs and provide direct business advice and guidance via one-on-one consultation or small group counseling to WWBIC clients, including new and existing loan clients. Monitor each client’s progress and document outcomes. Effectively communicate client needs and observations with other team members, working in tandem to develop action plans needed to assist clients. Connect like clients to facilitate networking opportunities. Conduct business site visits. Promote and increase awareness of client businesses.
  • Perform comprehensive review of business plan including marketing plan and financial goals. Provide comprehensive and ongoing review of financial statements and projections to determine if client is on track. Develop action plans to achieve goals and monitor client progress. Assist client in creating cash flow projections and assist in financial analysis to provide guidance and options in making purchase decisions.
  • Establish and maintain regular mass communication systems with clients including, but not limited to email, Constant Contact, WWBIC website, webinars, and other electronic communication vehicles.
  • Effectively carry out the Small Business Technical Assistance team’s activities to ensure that WWBIC’s statewide one-on-one assistance is coordinated and delivered in a well-planned, timely and quality fashion. In conjunction with Client Programs and Services and Lending Group members, provide input into planning the work of the Small Business Technical Assistance team to accomplish the larger team goals including deliverables for each market.
  • Collect, track, and enter client data in a timely fashion as required by funders to ensure WWBIC meets it annual goals and outcomes. Maintain client data records in WWBIC’s database related to client services/hours provided. Monitor and assist in the fulfillment of related contracts. Provide outcome reports as requested. Collect necessary compliance forms for deliverables. Track counseling hours; input them regularly into Outcome Tracker Database.
  • Train clients on collection of Employment Information Forms (EIF) and collect EIF from portfolio clients bi-annually.
  • Assist in overall mission of WWBIC by working in a team environment to effectively complete other duties as assigned.

Other Duties & Responsibilities

  • Represent and/or speak as a representative of WWBIC at community and/or professional functions, expos, collaborations, conferences, and meetings.
  • Provide recommendations on loan restructuring.
  • Facilitate WWBIC business courses and workshops as determined in conjunction with Vice President of Programs and Operations based upon workload and/or other project commitments.
  • Miscellaneous duties as assigned.

The salary is competitive, depending on qualifications. Benefits include health and dental coverage, 403(b) savings plan, and more in a family-friendly environment. To apply, please email a letter of application, resume & salary requirements to jobs@wwbic.com.

WWBIC is an equal opportunity employer

Staff Accountant

Full Time | Milwaukee

The Staff Accountant is a full-time position responsible for performing accounting functions for the organization. This role will be responsible for performing accounting responsibilities including accounts payable, loans receivable, accounts receivable, purchase orders, general ledger postings, deposit entry, monthly reconciliations, and other duties as directed by the Associate Controller in a timely fashion. 

The position will require a minimum of one to three years of experience in an accounting position. Bachelor’s degree or equivalent experience is required. Must have attention to detail, computer ability, analytical skills, verbal communication skills, organization skills, flexibility, and professionalism. Experience working with an automated financial management system is required. Must possess a strong understanding of Generally Accepted Accounting Principles. Experience with governmental/non-profit accounting principles and procedures is preferred. The ability to use a personal computer and software applications (e.g. Microsoft Office Suite) required; knowledge of Abila MIP Fund Accounting and QuickBooks Online preferred. The ability to function as part of a team in a fast-paced, busy office is vital. 

The salary is competitive, depending on qualifications. Benefits include health and dental coverage, 403(b) savings plan, and more in a family-friendly environment. To apply, please email a letter of application, resume & salary requirements to jobs@wwbic.com.

WWBIC is an equal opportunity employer

Veterans Business Outreach Center  (VBOC)  Co-Director

Full Time | Milwaukee

The Veterans Business Outreach Center (VBOC) Program, funded and administered by the U.S. Small Business Administration’s (SBA) Office of Veterans Business Development (OVBD), is designed to provide entrepreneurial development services such as business training, counseling and resource partner referrals to transitioning Service Members, Veterans, National Guard & Reserve members and Military Families interested in starting or growing a small business. 

The Co-Director is responsible for directing the implementation and execution of the VBOC Cooperative Agreement in Illinois, Minnesota, and Wisconsin. The Co-Director provides tri-statewide vision, directs and monitors the programmatic activities, and manages the budget. This position is responsible for all funding and compliance issues and communicates on a regular basis with the SBA, OVBD, SBA District Directors in the tri-state service area, and related staff. The Co-Director provides innovative leadership, creative strategies, and oversight of programmatic implementation at the highest levels of integrity and excellence. 

This position requires Bachelor’s Degree. A Master’s Degree in business or other related field is preferred, but not required. Appropriate business or administrative experience that demonstrates knowledge and abilities to fulfill the required skills. Ability and willingness to travel within Wisconsin, Illinois, and Minnesota and must be able to travel out of state. 

The salary is competitive, depending on qualifications. Benefits include health and dental coverage, 403(b) savings plan, and more in a family-friendly environment. To apply, please email a letter of application, resume & salary requirements to jobs@wwbic.com.

WWBIC is an equal opportunity employer

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