Commercial Servicing Team Lead

Stifel Financial Corp.; St. Louis (MO); On-site; USD 95,000 - 130,000; Full time

Benefits offered by this job

Health benefits

Dental and vision coverage

401(k) plan

Wellness programs

Life insurance

Paid time off

Job summary

Stifel is seeking a Commercial Servicing Team Lead to oversee onboarding and ongoing servicing of commercial loans, ensuring accuracy, timely processing, and regulatory compliance. You will balance service quality with client relationships and operate within a collaborative team.

In this role, you will supervise staff, coordinate daily closings, and resolve discrepancies while maintaining strong client communication and efficient workflows across loan processes.

Qualifications

• Understand and comply with regulations (CRA, BSA, FCRA, etc.).
• Knowledge of customer service principles and office procedures.
• Ability to learn and apply new processes and train others.
• Strong communication skills, both written and verbal.

Responsibilities

• Onboard commercial loans into the loan system for various lending verticals.
• Coordinate with Loan Coordinators to ensure timely daily closings.
• Process payments, conversions, and rate changes accurately.
• Resolve discrepancies with Agent Banks and Lending Teams.
• Assist with imaging loan documents and daily activity.
• Balance work in process accounts daily.
• Train and mentor junior associates and review their work.
• Plan monthly team meetings and address training needs.

Skills

Communication skills

Regulatory compliance

Administrative procedures

Training and mentoring

Customer service basics

Education

High school diploma or equivalent

Tools

Microsoft Word

Excel

PowerPoint

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.

What You'll Be Doing

The Commercial Servicing Team Lead provides advanced support for Commercial loans throughout the onboarding and servicing lifecycle. This role helps ensure accurate, timely loan servicing while balancing service quality, regulatory compliance, and strong relationship management.

What We're Looking For

• Onboard commercial loans into the loan system for various types of lending verticals.
• Partner closely with Loan Coordinators to ensure the timeliness and accuracy of daily loan closings.
• Process incoming payments, conversions and rate changes accurately and efficiently.
• Ensure payment accuracy is met and work with Agent Banks and Lending Teams to resolve discrepancies.
• Process advance requests, including submission to the wire department.
• Collaborate with Lending Teams to 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.
• Train & mentor junior‑level associates, reviewing their work as needed.
• Monitor team email boxes and work‑in‑process items to ensure requests are completed accurately and on time.
• Assess training needs and plan monthly team meetings.
• Handle complex situations and escalat[e] issues to higher levels when appropriate.

What You'll Bring

• Understand and comply with all regulations, including the Community Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act, etc.
• Knowledge of principles and processes for providing customer and personal services.
• Expert 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: 6+ years of relevant experience with at least 5 years of supervisory experience preferred.

Licenses & Credentials

• Minimum Required: None.

Systems & Technology

• Proficient in Microsoft Word, Excel, PowerPoint, and Outlook.

Benefits

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

Equal Opportunity Employer

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.