What are the responsibilities and job description for the SBA Loan Documentation Specialist position at Bank Five Nine?
Full-Time | On-Site | Hartford, WI
At Bank Five Nine, we’re on a mission to make lives better. We’re a proud Wisconsin community bank focused on building relationships, supporting local businesses, and helping our employees grow in their careers.
As an SBA Loan Documentation Specialist, you’ll play a key role in supporting our SBA 7a team by ensuring loan documentation is accurate, organized, and compliant. Your behind-the-scenes work helps SBA loans move smoothly from application through servicing.
If you’re detail-oriented, highly organized, and enjoy supporting complex processes in a collaborative environment, this is a great opportunity to grow your career in SBA and commercial banking.
What You’ll Do
- Enter and maintain SBA loan data in SBA and Bank systems
- Process guaranty fees and track loan-related expenses
- Order and track due diligence items such as appraisals, title policies, flood certifications, and environmental reports
- Complete required searches including UCC, SAMs, CAIVRS, and OFAC
- Organize application packages into a standardized electronic format
- Upload documents to SBA systems and assist with submissions
- Prepare SBA purchase packages and SBA litigation plans
- Provide general support to the SBA team
What We’re Looking For
- High school diploma or GED
- Proficiency with Microsoft Word and Excel
- Strong organizational skills and attention to detail
- Ability to manage multiple priorities in a deadline-driven environment
What Makes You a Great Fit
- One year or more of general banking experience
- Prior experience supporting lending or SBA documentation
- A collaborative team player with problem-solving skills