Construction & SBA Loan Disbursement Specialist

At Bank Five Nine, we believe our success starts with exceptional people. As a community bank and a Preferred SBA Lender, we're committed to helping businesses grow while delivering an outstanding customer experience.

We are seeking a detail-oriented and relationship-focused Construction & SBA Loan Disbursement Specialist to join our Commercial Operations team. This role is responsible for coordinating construction and SBA loan disbursements while serving as a key point of contact between borrowers, title companies, disbursing and inspection companies, contractors, and internal bank teams.

The ideal candidate will have experience in commercial loan operations or the title industry and enjoy balancing detailed documentation review with regular communication and problem-solving. This position requires strong verbal communication skills, as much of the role involves working directly with borrowers, title companies, and contractors.

Work Schedule:
This is a full-time onsite position based in either our Oconomowoc or Hartford office. The typical schedule falls within the hours of 9:00 a.m. to 5:00 p.m., though we are open to candidates who can provide later coverage to support projects in the Pacific time zone.

• Review construction loan and SBA disbursement documentation to ensure compliance with bank and SBA requirements.
• Coordinate and track title endorsements, construction monitoring estimates, draw requests, construction inspection and disbursement reports, and other project-related documentation.
• Communicate regularly with borrowers, title companies, construction monitoring firms, municipalities, contractors, and internal bank partners throughout the construction process.
• Monitor construction budgets and loan advances using Microsoft Excel.
• Review construction inspection reports and funding recommendations.
• Help protect the bank's lien position by ensuring proper documentation and timely processing throughout the construction cycle.
• Assist with additional projects and responsibilities as needed.

• Minimum two years of experience in loan operations, title services, commercial lending support, construction lending, or a related field.
• Prior title company experience, particularly in a commercial capacity, is preferred but not required.
• Understanding of construction loan documentation, disbursement processes, and title-related requirements.
• Strong attention to detail and organizational skills.
• Excellent verbal and written communication skills, including comfort communicating by phone with customers and external stakeholders.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Proficiency with Microsoft Word and Excel.
• High school diploma or GED required; additional education in a related field is a plus.

You are someone who:

• Enjoys working with both documents and people.
• Takes pride in accuracy and thoroughness.
• Builds strong working relationships through proactive communication.
• Is dependable, organized, and able to follow projects through to completion.
• Thrives in a collaborative environment while maintaining ownership of responsibilities.

At Bank Five Nine, you'll be part of a team that values relationships, community, and professional growth. We offer a supportive work environment where your contributions directly impact our customers, communities, and continued success.

Ready to build your future with Bank Five Nine? Apply today!