Post-Closing Loan Operations Associate

Stifel Financial Corp.; Missouri; On-site; USD 42,000 - 54,000; Full time

Job summary

Stifel Financial Corp. is seeking a SPA Post Close Associate in Missouri to ensure loan files are complete and to collaborate with loan team members for accurate documentation. You will balance service, quality, compliance, and relationship-building in your daily tasks.

Responsibilities include processing and imaging loan documents, handling wires, and shipping paid files, while protecting client information and escalating complex issues as needed.

Qualifications

• Understand and comply with all regulations, including the Community Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act, etc.
• Strong written and verbal communication skills.
• Organizational skills and detail-oriented with a high degree of accuracy.
• Basic knowledge of industry regulations, including the Fair Credit Reporting Act, RESPA, CRA, Truth-in-Lending laws, etc.

Responsibilities

• Books SPA loans within the loan system.
• Tracks the receipt of original loan documents.
• Images loan documentation and daily processing items.
• Processes and mails loan overpayment checks, loan correspondence, and returned mail.
• Prepares paid files for shipping to storage.
• Moves incoming wires to the appropriate folders.
• Images daily check payments through Item Capture.
• Maintains customer confidence by keeping client information confidential.
• Handles basic issues and escalates more complex problems to more senior associates.

Skills

Communication skills

Organizational skills

Attention to detail

Education

High School Diploma or equivalent

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

Stifel Financial Corp. is seeking a SPA Post Close Associate in Missouri to ensure loan files are complete and to collaborate with loan team members for accurate documentation. You will balance service, quality, compliance, and relationship-building in your daily tasks.

Responsibilities include processing and imaging loan documents, handling wires, and shipping paid files, while protecting client information and escalating complex issues as needed.