SBA Loan Servicing Associate II

Stifel Financial Corp.; St. Louis (MO); On-site; USD 40,000 - 60,000; Full time

Job summary

Stifel is seeking a SBA Servicing Associate II to support commercial loan servicing duties. You’ll help ensure information is complete and accurate, process payments, and prepare loan status reports for customers and internal teams.

Ideal candidates bring strong communication, basic arithmetic, and problem-solving skills, with experience handling loan documentation and customer inquiries. This role emphasizes accuracy and reliable processing in a busy environment.

Qualifications

• Ensures loan-related documentation is complete and accurate.
• Records and processes payments or payoffs.
• Prepares reports summarizing loan statuses, including delinquencies.
• Generates and distributes notifications of past-due payments.
• Researches and resolves loan account questions or discrepancies for customers as requested.

Responsibilities

• Works with commercial clients to ensure information is complete and accurate.
• Maintain and organize loan documentation with attention to detail.
• Process loan payments and payoffs in a timely manner.
• Prepare and distribute status reports on loans.
• Respond to customer inquiries regarding loan accounts and discrepancies.

Skills

Oral Communication

Written Communication

Customer Service

Filing Systems

Arithmetic

Problem Solving

Subject Matter Knowledge

Education

High School Diploma or equivalent

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

Stifel is seeking a SBA Servicing Associate II to support commercial loan servicing duties. You’ll help ensure information is complete and accurate, process payments, and prepare loan status reports for customers and internal teams.

Ideal candidates bring strong communication, basic arithmetic, and problem-solving skills, with experience handling loan documentation and customer inquiries. This role emphasizes accuracy and reliable processing in a busy environment.