SPA Post-Close Loan Specialist

Stifel; St. Louis (MO); On-site; USD 40,000 - 54,000; Full time

Job summary

Stifel is seeking a SPA Post Close Associate to ensure loan files are complete and collaborate with loan teams to create accurate loan documentation while balancing service, quality, compliance, and relationship building.

The role involves processing SPA loans, tracking documents, and handling payment items with attention to accuracy and confidentiality to support client satisfaction.

Qualifications

• Communication skills, both written and verbal.
• Organizational skills and detail-oriented with a high degree of accuracy.
• Basic knowledge of industry regulations and related acts.

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 client confidentiality.
• Handle basic issues and escalate complex problems to senior associates.

Skills

Communication skills

Organizational skills

Attention to detail

Confidentiality

Education

High School Diploma or equivalent

Tools

Excel

Word

PowerPoint

Outlook

Job description

Stifel is seeking a SPA Post Close Associate to ensure loan files are complete and collaborate with loan teams to create accurate loan documentation while balancing service, quality, compliance, and relationship building.

The role involves processing SPA loans, tracking documents, and handling payment items with attention to accuracy and confidentiality to support client satisfaction.