Sr Disbursement Agent

About Us

At PARTNER, success starts with the right mindset: connection, compassion, and curiosity. Whether consulting with clients or collaborating with colleagues, these principles guide how we work. We deliver engineering, environmental, and energy consulting, plus design services across the Americas, Europe, and beyond. As a leader in Commercial Real Estate (CRE), we’re 1,600 professionals strong in 40 offices. Our mission is simple: create the best home for talented professionals. If you value delivering exceptional experiences through problem-solving, coordination, and a mindset of care for clients and colleagues, you’ll feel right at home. That approach has earned us recognition on ENR’s Top 500 Design Firms, Inc. 5000’s Fastest-Growing Companies, and Zweig’s Best Firms to Work For. Here, your ideas matter, your impact is real, and your work helps shape the future. Check out this role and join our team of talented professionals.

Learn more about Partner at www.partneresi.com.

Summary

Partner Engineering and Science, Inc. is seeking a full-time Disbursement Agent to work in our Construction Services department. This position is responsible for tasks such as reviewing payment applications, auditing invoices, tracking waivers/releases, disbursing funds, and issuing Construction Progress Monitoring/Funds Control (CPM/FC) reports. A qualified Disbursement Agent should have the ability to work as part of a team as well as the ability to work independently. The ability to work within strict deadlines and budgets is also an essential skill for the position. Other tasks a Disbursement Agent may be required to perform include, but are not limited to, the following: payment application analysis, tracking, reviewing, and collecting applicable State releases from General Contractors, Sub-contractors, and suppliers. Daily tasks include, but are not limited to, the following.

Essential Duties & Tasks

• Efficiently and successfully manage multiple projects concurrently
• Oversee quality control throughout the project life cycle.
• Perform quality assurance (QA) review and quality control (QC) of reports and assessments.
• Data entry into Partner’s database and disbursement systems
• Compile draft or Final reports (checking for consistency with addresses, project numbers dates etc,) and delivery of reports based on client requirements/instructions.
• Serve as the primary point of contact for the team with respect to financial/accounting matters associated with construction draws/payment requests.
• Work with our Partner Associates (outside consultants/inspectors) and provide them with the appropriate engagement letters, report templates, and documentation as needed.
• Ability to work extended hours, including weekends, if needed.
• Ability to handle heavy communication via email and phone.
• Coordinate the efforts of Partner team members and the Client in order to successfully deliver a quality product and service within a designated time frame.
• Enter data and maintain information to include a subcontractor and vendor list, invoices, check numbers and amounts, and other related financial information. Collect and verify all invoice material, back-up documentation, and lien waivers for each draw request. Submit findings through tracking logs within our CPM; report for review to Client. Disburse funds to the Borrower, Contractor, Subcontractors, and other vendors, as applicable.
• Assess and monitor contractors and subcontractors from an administrative and financial/accounting perspective.
• Manage client follow-up, questions, and concerns.
• Delegate tasks and responsibilities to appropriate team members.
  
  

Knowledge, Skills, And Abilities

• General Knowledge of construction, including Contracts, budgets, and estimates.
• Knowledge of building components, details, and systems.
• Understanding of the construction process.
• Excellent verbal and written communication skills with strong analytical and organizational skills. Ability to communicate technical construction language as it translates to a client.
• Strong focus on customer service.
• Proven ability to successfully deliver a product on time
• Microsoft programs, primarily Outlook, Word, and Excel.
• General Accounting Practices.
• The ability to perform construction site visits and observations would be a plus.
  
  

Qualifications And Physical Requirements

• High School Diploma or equivalent. College educated a plus.
• Licensing in the applicable State required.
• Construction accounting experience.
• Minimum 7-10 years relevant experience with an Architectural, Engineering, Financial Services, Construction Management, or Construction Firm.
• Must be able to read, write, speak, and comprehend English.
• Must be able to communicate clearly in person and over the telephone with a good sense of email etiquette.
• Visual acuity adequate to perform job duties, including reading information from printed sources and computer screens.
• Requires frequent bending, reaching, standing, walking, sitting, pushing, and pulling exerted regularly throughout the work shift.
  
  

Physical Requirements

• Must be able to read, write, speak, and comprehend English
• Must be able to communicate clearly in person and over the telephone
• Visual acuity adequate to perform job duties, including reading information from printed sources and computer screen
• Requires frequent bending, reaching, and standing, walking, sitting, pushing, and pulling exerted regularly throughout the work shift.
• Field work includes lifting items up to 40 pounds in weight, pushing wheelbarrows, digging with hand tools, etc.
• Laboratory work, including lifting and moving soil samples and lab equipment, sieving of soils and aggregate, etc. will be needed from time to time
  
  

We will consider qualified applicants who have criminal histories in a manner consistent with the law.

Benefits:

Competitive benefits package including health insurance, dental insurance, vision insurance, vacation, and sick time, and a 401(k) plan with a company match.

Equal Employment Opportunity

It is Partner Engineering and Science, Inc’s (The Company) policy to provide equal employment opportunity for all applicants and employees. The Company does not unlawfully discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), gender identity, gender expression, national origin, ancestry, citizenship, age, physical or mental disability, legally protected medical condition or information including genetic information, family care status, military caregiver status, veteran status, marital status, or any other basis protected by local, state, or federal laws.

California Consumer Privacy Act

We collect personal information from you in connection with your application for employment with Partner Engineering and Science, Inc. For details on what personal information we collect and the purposes for which we collect it, please visit:

https://www.partneresi.com/about/careers/california-consumer-privacy-act