Bank Five Nine logo
SBA 504 Loan Packager
full-timeOconomowoc

Summary

Location

Oconomowoc

Type

full-time

Explore Jobs

About this role

 
 

We're an SBA Preferred Lender....and we're hiring!

As a full-time SBA 504 Loan Packager, you'll help keep our well-oiled SBA Preferred Lender Program running smoothly.  Your focus will be on the preparation of all necessary documentation to prepare 504 loan submissions for closing, as well as recognize and proactively resolve problems in the closing process. This position will work closely with the 504 team, attorneys and other third-parties throughout the closing process, working to obtain and verify the accuracy of loan documentation and ensure that loan requests meet all SBA procedures and guidelines to ensure timely closing. 

Schedule:  This is a full-time position with a typical schedule of Monday - Friday, with working hours that are flexible but normally range between 8-5 in your given time zone.

Location: Onsite at our Corporate office in Oconomowoc, WI.  We are also considering remote candidates (preferably in a Pacific or Mountain time zone).

Training:  Remote and onsite training is available

What you will need:

  • Previous commercial loan processing and/or packaging experience
  • SBA loan documentation experience a plus
  • Proficiency in Microsoft Word and Excel
  • High School Diploma or equivalent

A Day in the Life:

  • Collects, prepares, assembles and verifies accuracy of all necessary documentation to package 504 loan submissions in required SBA format. 
  • Verifies loan documents are prepared with proper signatures, dates and other relevant data.
  • Orders and verifies all reports as appropriate and necessary prior to closing.
  • Follows-up with applicants to verify information as needed.
  • Ensures the loan requests meet all related compliance and guidelines prior to closing, including but not limited to: SBA standard operating procedures, internal Bank processes, and State and Federal guidelines.
  • Provides distinctive customer service to internal and external customers by responding to phone calls/email inquiries regarding commercial loan processing in a friendly, professional manner.
  • Other duties may be assigned as deemed appropriate


“Who We Are”

We’ve been in business over 165 years and we’re just getting started!   Bank Five Nine is on a mission to make lives better for the communities we have been honored to serve since1859! We’re excited to be named a Top Place to Work for 16 years in a row, and proud to be a place that people love to come to work every day. 

 

We are an Equal Opportunity Employer.  We are committed to the full inclusion of all qualified individuals. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status


Other facts

Tech stack
Commercial Loan Processing,SBA Loan Documentation,Microsoft Word,Microsoft Excel,Customer Service,Documentation Preparation,Compliance Verification,Problem Resolution

About Bank Five Nine

Bank Five Nine is a full-service, independent, community bank that has served southeast Wisconsin since 1859.

We enjoy long, quiet walks on the beach, puppies and romantic dinners. Nah, we're too old for all that, but we're still pretty cool, and we do actually love puppies. As a community bank, we make it a priority to give back to the customers and communities we serve through charitable giving and volunteer opportunities.

We have 14 full service branches throughout Ozaukee, Washington, Waukesha and Milwaukee counties, and several loan offices in Wisconsin, Illinois, and Minnesota.

Member FDIC -- Equal Housing Lender -- SBA Preferred Lender -- Bank Five Nine NMLS #: 410817
---

Milwaukee Journal Sentinel’s Top 100 Workplaces in 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023 and 2024.

Named as a 'Best Bank To Work' For by American Banker!

---
Never disclose any financial information on LinkedIn. We are not responsible for the privacy and security policies or practices of LinkedIn.
---
CONTACT US AT:
(888) 569-9909 | www.bankfivenine.com

Team size: 201-500 employees
LinkedIn: Visit
Industry: Banking
Founding Year: 1859

What you'll do

  • The SBA 504 Loan Packager will prepare and verify all necessary documentation for 504 loan submissions and ensure compliance with SBA guidelines. They will also work closely with the 504 team, attorneys, and third parties throughout the closing process.

Ready to join Bank Five Nine?

Take the next step in your career journey

Frequently Asked Questions

What does a SBA 504 Loan Packager do at Bank Five Nine?

As a SBA 504 Loan Packager at Bank Five Nine, you will: the SBA 504 Loan Packager will prepare and verify all necessary documentation for 504 loan submissions and ensure compliance with SBA guidelines. They will also work closely with the 504 team, attorneys, and third parties throughout the closing process..

Why join Bank Five Nine as a SBA 504 Loan Packager?

Bank Five Nine is a leading Banking company.

Is the SBA 504 Loan Packager position at Bank Five Nine remote?

The SBA 504 Loan Packager position at Bank Five Nine is based in Oconomowoc, Wisconsin, United States. Contact the company through Clera for specific work arrangement details.

How do I apply for the SBA 504 Loan Packager position at Bank Five Nine?

You can apply for the SBA 504 Loan Packager position at Bank Five Nine directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about Bank Five Nine on their website.