Commercial Loan Servicing & Onboarding Specialist

Stifel, Incorporated; Saint Louis (CA); On-site; USD 45,000 - 65,000; Full time

Job summary

Stifel, Incorporated in Creve Coeur, MO is seeking a Commercial Servicing Associate III to onboard and service commercial loans across lending verticals. You will support loan closings, process payments, and coordinate with Loan Coordinators to ensure timeliness and accuracy.

The role emphasizes client service, regulatory compliance, and meticulous record-keeping. You will balance daily work-in-process accounts, assist with imaging loan documents, and may mentor junior associates while

Qualifications

• Regulatory guidance experience including CRA, BSA, FCRA, etc.
• Excellent verbal and written communication in a banking environment.
• Experience with loan servicing workflows and related systems.
• Strong organizational skills and attention to detail.

Responsibilities

• Onboard commercial loans into loan systems.
• Coordinate with Loan Coordinators to ensure timely closings.
• Process incoming payments and verify accuracy.
• Resolve discrepancies with Agent Banks.
• Process advance requests, including wires.
• Handle loan conversions and rate change requests.
• Assist Lending Teams to maintain excellent client service.
• Communicate with clients to address questions.
• Assist imaging loan documents and balance work-in-progress accounts.
• Mentor junior associates when needed.

Skills

Regulatory compliance

Client communication

Loan servicing knowledge

Administrative procedures

Mentoring

Education

High School diploma or equivalent

Job description

Stifel, Incorporated in Creve Coeur, MO is seeking a Commercial Servicing Associate III to onboard and service commercial loans across lending verticals. You will support loan closings, process payments, and coordinate with Loan Coordinators to ensure timeliness and accuracy.

The role emphasizes client service, regulatory compliance, and meticulous record-keeping. You will balance daily work-in-process accounts, assist with imaging loan documents, and may mentor junior associates while