First Business Bank

About / Team

Kathleen Mortensen

Senior SBA Closer

  • First Business Bank
Kathleen Mortensen

About Kathleen

Kathleen Mortensen joined First Business Bank's SBA Lending team in 2022 as Senior SBA Closer. Kathleen began her SBA career in 2012 working as an SBA packager, which included reviewing and preparing application documents for closing. After four years, Kathleen advanced to SBA closing, working closely with the clients to gather all required documentation for closing and meeting SBA loan requirements. She has experience auditing files and submitting construction and equipment disbursements.

In her spare time, Kathleen enjoys working in her yard, riding her bicycle, playing golf, going to the beach, completing arts and crafts projects, reading, kayaking, and spending time with family and friends.

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Case Study

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