Commercial Servicing Associate III

Stifel Financial Corp.; St. Louis (MO); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health benefits

Dental and vision coverage

401k plan

Wellness program

Life insurance

Paid time off

Job summary

Stifel Financial Corp. in Creve Coeur, MO is seeking a Commercial Servicing Associate III to onboard and service, manage daily loan activities, and maintain strong client relationships.

You will collaborate with loan teams and coordinators to keep closings timely and accurate, while handling payments and discrepancies with professionalism. The role emphasizes regulatory compliance, strong administrative skills, and excellent communication to support a high-quality client experience within a

Qualifications

• High school diploma or equivalent.
• 4–6 years of relevant experience.
• Knowledge of CRA, BSA, FCRA regulations.
• Proficient in administrative procedures and office systems.
• Excellent verbal and written communication.

Responsibilities

• Onboard commercial loans into loan systems for various types of lending verticals.
• Work closely with Loan Coordinators to ensure timeliness and accuracy of daily loan closings.
• Process incoming payments while ensuring payment accuracy is met.
• Work with Agent Banks to resolve discrepancies.
• Process advance requests, including submission to the wire department.
• Process conversion and rate change requests.
• Work with Lending Teams to provide and maintain a positive client experience through excellent customer service.
• Communicate with clients to answer questions and resolve discrepancies promptly.
• Assist with imaging loan documents and daily activity.
• Responsible for daily balancing of work in process accounts.
• May mentor junior-level associates as needed.

Skills

Communication skills

Office administration

Training & mentoring

Client service

Regulatory knowledge

Microsoft Word

Microsoft Excel

Microsoft Outlook

Education

High School Diploma or equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Why Stifel

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

Why Stifel

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

Let’s talk about how you can find your place here at Stifel, where success meets success.

What You'll Be Doing

The Commercial Servicing Associate III is responsible for providing sufficient support for Commercial loans through onboarding and servicing responsibilities. This position will be located in our 100% Creve Coeur, MO.

What We're Looking For

• Onboard commercial loans into loan systems for various types of lending verticals.
• Work closely with Loan Coordinators to ensure the timeliness and accuracy of daily loan closings.
• Process incoming payments while ensuring payment accuracy is met.
• Work with Agent Banks to resolve discrepancies.
• Process advance requests, including submission to the wire department.
• Process conversion and rate change requests.
• Work with Lending Teams to provide and maintain a positive client experience through excellent customer service.
• Communicate with clients to answer questions and resolve discrepancies promptly.
• Assist with imaging loan documents and daily activity.
• Responsible for daily balancing of work in process accounts.
• May mentor junior-level associates as needed.

What You'll Bring

• Understand and comply with all regulations, including the Community Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act, etc.
• Advanced knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, and other office procedures.
• When learning or teaching new things, select and use training/instructional methods and procedures appropriate for the situation.
• Effective communication skills, both verbal and written.

Education & Experience

• Minimum Required: High School Diploma or equivalent.
• Minimum Required: 4-6 years of relevant experience.

Licenses & Credentials

• Minimum Required: None.

Systems & Technology

• Proficient in Microsoft Word, Excel, and Outlook.

About Stifel

Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel’s bank and trust companies are equal opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law. If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following information: Know Your Rights.

Stifel is an Equal Opportunity Employer.