Small Business Admin 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

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 Small Business Administration (SBA) (7A) Servicing Associate II role works with commercial clients to ensure that information is complete and accurate. The SBA Servicing Associate II performs various clerical or administrative tasks in support of the SBA loan servicing function.

What We’re Looking For

• 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.

What You’ll Bring

• Performs work under general supervision.
• Excellent oral and written communication skills.
• Understanding of filing systems.
• Strong customer service skills.
• Basic arithmetic knowledge.
• Handles moderately complex issues and problems and refers more complex issues to higher-level staff.
• Possesses solid working knowledge of subject matter.

Education & Experience

• Minimum Required: High School Diploma or equivalent.
• Minimum Required: 2-4 years of related experience.

Licenses & Credentials

• Minimum Required: None.

Systems & Technology

• Proficient in Microsoft Excel, Word, PowerPoint, 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.