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SBA Loan Documentation Specialist

Bank Five Nine
United States, Wisconsin, Hartford
110 Lone Oak Lane (Show on map)
May 01, 2026

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
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