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Stifel

Full-service wealth management and investment banking

Commercial Servicing Associate 2

Retail & Commercial BankingUpdated on Nov 13
Full-timeCreve Coeur, MO, USANo salary listed

About the Job

Requirements

  • Understand and comply with applicable regulations, including the Community Reinvestment Act, Bank Secrecy Act, and Fair Credit Reporting Act.
  • Have intermediate knowledge of administrative and clerical procedures and systems, including word processing, managing files and records, and other office procedures.
  • Have 2–4 years of relevant experience.
  • Be proficient in Microsoft Word, Excel, and Outlook.
  • Have a high school diploma or equivalent.

Responsibilities

  • Onboard commercial loans into the loan system across various lending verticals.
  • Work with Loan Coordinators to ensure daily loan closings are timely and accurate.
  • Process incoming payments and ensure payment accuracy.
  • Work with Agent Banks to resolve discrepancies.
  • Process advance requests, including submitting them to the wire department.
  • Process conversion and rate change requests.
  • Assist with imaging loan documents and daily activity.
  • Handle more complex situations and assist less experienced colleagues.

About the Company

Stifel

Full-service wealth management and investment banking

Stifel Financial Corp. offers a full range of financial services, including private client brokerage, wealth management, and investment banking. Clients work with financial advisors to build personalized investment plans and execute trades, while its capital markets arm underwrites and distributes securities for institutional clients. The firm differentiates itself by combining private-client advisory services with institutional and capital markets capabilities across a large U.S. and Europe footprint, backed by a long history dating back to 1890. Its goal is to help clients grow, protect, and transfer wealth through coordinated financial advice and market services on a nationwide platform.

Company size
5,001-10,000
Company stage
IPO
Headquarters
St. Louis, MO
Founded
1890

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