SBA Loan Documentation Specialist
About The Position
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.
Requirements
- 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
Nice To Haves
- One year or more of general banking experience
- Prior experience supporting lending or SBA documentation
- A collaborative team player with problem-solving skills
Responsibilities
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
