Wisconsin Economic Development Corporation
Position Description
Position Title: Financial Servicing Analyst
Department: Strategic Investment & Evaluation
Reports to: Financial Servicing Director
Position(s) Supervised: N/A
FLSA Status: Exempt
Position Summary
The Financial Servicing Analyst brings strong analytical, operational, and relationship management capabilities to support the administration of a diverse portfolio of grants, loans, and tax credit awards. This role requires the ability to interpret complex financial and contractual information, ensure compliance with program requirements, and contribute to consistent, high-quality servicing practices across the organization.
Tasks: The Analyst will spend a majority of their time reviewing & analyzing funding requests for grant, loan, and tax credit awards, performing award closeouts to summarize project outcomes, monitoring contract obligations including tracking of delinquencies, and working with internal and external customers to provide guidance and assistance related to award contracts.
Responsibilities:
The Financial Servicing Analyst will spend a majority of their time in these activities:
Analytical & Financial Acumen
- Interprets and evaluates financial, contractual, and program data to support funding decisions and portfolio management
- Applies critical thinking to identify discrepancies, risks, and areas requiring escalation
- Synthesizes complex information into clear, actionable insights
Operational Excellence & Process Management
- Manages multiple workflows and priorities while maintaining accuracy and timeliness
- Applies strong organizational and documentation practices to ensure consistency and audit readiness
- Identifies opportunities to improve processes and contributes to implementation of solutions
Compliance & Risk Awareness
- Demonstrates understanding of contractual obligations and compliance requirements
- Monitors portfolio performance and identifies potential risks, including delinquencies or reporting gaps
- Exercises sound judgment in decision-making and issue resolution
Communication & Stakeholder Engagement
- Communicates complex information clearly and professionally, both verbally and in writing
- Builds and maintains effective working relationships with internal teams and external partners
- Provides guidance and support to stakeholders regarding program requirements and processes
Technology & Data Management
- Utilizes business systems and software tools (e.g., Microsoft Office suite and data systems) to manage, analyze, and report information
- Maintains data integrity through accurate entry, tracking, and documentation practices
Professionalism & Accountability
- Demonstrates a high level of confidentiality, integrity, and professionalism
- Works independently with accountability for outcomes while contributing to team objectives
Education and Experience:
- Bachelor’s degree in Business Administration, Finance, Computer Science, or a related field, or equivalent experience.
- Two or more years of experience in data analytics, accounting, audit, financial operations, or a related field.
Other Requirements:
- State-wide travel may occur on an occasional basis, less than 5% of the time. Travel is anticipated to include day travel.
- Based on the responsibilities of this position, this position may need to lift and/or move up to 10 pounds.
Work Environment & Culture
This role supports a collaborative, data-driven organization where data quality is critical to operational success. The environment values attention to detail, and strong cross-functional partnerships. You’ll have the opportunity to make a measurable impact by improving how data is governed, trusted, and used across the business by being a part of a team dedicated to process-improvement. This is a strong opportunity for a data-focused professional looking to grow while playing a meaningful role in an organization dedicated to enhancing the economic well-being of people and their businesses and communities in Wisconsin.
WEDC DIVERSITY, EQUITY, INCLUSION & BELONGING STATEMENT
WEDC must be a diverse and inclusive organization reflective of the businesses, communities, and people in Wisconsin and beyond. We believe that diversity drives innovation and commit to create an inclusive, equitable and diverse workplace where our differences are celebrated as drivers of our organization’s performance.
TO SUPPORT A DIVERSE AND INCLUSIVE WORKFORCE AT WEDC, WE WILL WORK TO ACHIEVE THE FOLLOWING GOALS:
- Increase WEDC’s racial diversity, specifically with Black/African American, Native American and Latinx populations;
- Increase LGBTQ representation across WEDC; and
- Increase the diversity of WEDC’s leadership.
TO MEET OUR DIVERSITY AND INCLUSION GOALS, WEDC WILL TAKE THE FOLLOWING ACTIONS:
- Create an intentional approach to recruit minority candidates by using targeted media channels to promote open positions;
- Ensure formal offers are made only after a diverse pool of candidates have been considered at each hiring stage;
- Identify and develop a variety of employee resource groups, including groups for African Americans, Hispanics and Latinos, LGBTQ+ and more;
- Post signage to highlight WEDC’s commitment to diversity and inclusion; and
- Revisit EEO disclosures in our application process to highlight statements regarding WEDC’s commitment to diversity, equity, inclusion and belonging.
Equal Employment Opportunity Statement
Wisconsin Economic Development Corporation is an Equal Opportunity Educational Institution and EEO/Affirmative Action Employer committed to excellence through diversity. Employment offers are made on the basis of qualifications, and without regard to race, sex, religion, national or ethnic origin, disability, age, veteran status, or sexual orientation.
Veteran Declaration
Applicants for employment are invited to participate in affirmative action program by reporting their status as a protected veteran or other minority. In extending this invitation, we advise you that: (a) workers (applicants) are under no obligation to respond but may do so in the future if they choose; (b) responses will remain confidential within the human resource department; and (c) responses will be used only for the necessary information. Refusal to provide this information will have no bearing on your application and will not subject you to any adverse treatment.
** PROTECTED VETERAN DEFINITION
Protected veteran means a veteran who may be classified as an active duty wartime or campaign badge veteran, disabled veteran, Armed Forces service medal veteran or recently separated veteran.
Active duty wartime or campaign badge veteran means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.
Armed Forces service medal veteran means any veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985 (61 FR 1209, 3 CFR, 1996 Comp., p. 159).
Disabled veteran means (1) a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs, or (2) a person who was discharged or released from active duty because of a service-connected disability.
Recently separated veteran means a veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval or air service.
* EEOC RACE/ETHNIC IDENTIFICATION CATEGORIES
Hispanic or Latino -A person of Cuban, Mexican, Puerto Rican, South or Central American, or other Spanish culture or origin regardless of race.
White(not Hispanic or Latino)-A person having origins in any of the original peoples of Europe, the Middle East or North Africa.
Black or African American(not Hispanic or Latino)-A person having origins in any of the black racial groups of Africa.
Native Hawaiian or Other Pacific Islander(not Hispanic or Latino)-A person having origins in any of the peoples of Hawaii, Guam, Samoa or other Pacific Islands.
Asian(not Hispanic or Latino)-A person having origins in any of the original peoples of the Far East, Southeast Asia or the Indian Subcontinent, including, for example, Cambodia, China, India, Japan, Korea, Malaysia, Pakistan, the Philippine Islands, Thailand and Vietnam.
American Indian or Alaska Native(not Hispanic or Latino)-A person having origins in any of the original peoples of North and South America (including Central America) and who maintain tribal affiliation or community attachment.
Two or more races(not Hispanic or Latino)-All persons who identify with more than one of the above races.
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