Post-Closing Loan Ops Associate

Stifel Financial Corp.; St. Louis (MO); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Health, dental and vision care

401k

Wellness initiatives

Life insurance

Paid time off

Job summary

Stifel Financial Corp. in St.

Louis is seeking a SPA Post Close Associate to ensure loan files are complete and to work with loan team members to create proper dialogue and accurate loan documentation while balancing service, quality, compliance, and relationship building. This role requires 0-2 years of Commercial Operations experience, a high school diploma, and proficiency in Excel, Word, PowerPoint, and Outlook.

Qualifications

• Familiar with loan documentation and regulatory requirements.
• Strong written and verbal communication abilities.
• Detail-oriented with high accuracy in processing.
• Experience with loan systems and confidentiality practices.

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

Regulatory knowledge

Education

High School Diploma or equivalent

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

Stifel Financial Corp. in St.

Louis is seeking a SPA Post Close Associate to ensure loan files are complete and to work with loan team members to create proper dialogue and accurate loan documentation while balancing service, quality, compliance, and relationship building. This role requires 0-2 years of Commercial Operations experience, a high school diploma, and proficiency in Excel, Word, PowerPoint, and Outlook.