Disbursement Agent

ABOUT US

PARTNER offers full-service engineering, environmental, and energy consulting, and due diligence services to engineering, environmental and energy consulting, and due diligence services throughout the Americas, Europe, and around the globe. As a leading firm in the Commercial Real Estate (CRE) industry, we have 1400 employees in more than 40 offices. We want to be the best home for talented professionals in our field! We know that if we hire the best and the brightest, the clients will come, and we will continue to build our company. Our internally focused mission has led to Partner being recognized on ENR’s Top 500 Design Firms List, Inc. 5000’s Fastest-Growing Private Companies in America, and Zweig’s Best Firms to Work For. Our entrepreneurial environment is one where each person can have an impact. Check out this role and join our team of talented people! 

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 

RESPONSIBILITIES

• This position will be responsible for the performance of such tasks as reviewing payment applications, auditing invoices, tracking of waiver/releases the disbursement of funds, and the issuance of 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 having the ability to work independently
• The ability to work within strict deadlines and budgets is also an essential skill for the position. Other tasks that a Disbursement Agent may be required to partake in includes payment application analysis, track, review and collect applicable State releases from General Contractors, Sub-contractors, and suppliers

ESSENTIAL DUTIES & TASKS

• Efficiently and successfully manage multiple projects concurrently
• Monitor progression throughout the project life cycle
• 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 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
• Disbursements of funds to the Borrower, Contractor, Subcontractors, and other vendors, as applicable.
• 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 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
• Proficiency in Microsoft Office Suite including Outlook, Word, Excel, and PowerPoint and Adobe Acrobat & Reader
• 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 applicable State
• Construction accounting experience
• Minimum 3 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 screen
• Requires frequent bending, reaching, standing, walking, sitting, pushing, and pulling exerted regularly throughout the work shift

Salary range: $25 to $30 / HR. This is what we reasonably expect to pay for the role

The pay scale for this role considers a wide range of factors when making compensation decisions including, but not limited to, skill sets, experience and training, licensure and certifications, and other business and organizational needs. Please note, the disclosed pay scale estimate has not been adjusted for the applicable geographic location where the position may be filled.

You may also be eligible to participate in a discretionary incentive bonus program which is dependent on various factors, including, but not limited to individual and organizational performance.

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

Salary : $25 - $30