SPA (Stifel Pledged Assets) Coordinator

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Summary

The Stifel Pledge Asset (SPA) Coordinator is responsible for loan requests from application to closing. This position will assist in the lending process of SPA loan requests through proper documentation while balancing service, quality compliance, and relationship building.

Essential Duties & Responsibilities

• Works closely with SPA Lenders to review loan application packages for completeness and accuracy.
• Review and prepare supporting documentation such as Trust Agreements and Business Papers.
• Assists with the approval process of outgoing SPA advances.
• Obtains and updates daily index rate changes in the loan system.
• Communicate with the Operations Manager and Lending Department to help ensure proper time management of the filing process.
• Provides customer service to internal and external customers.
• Understands and complies with industry regulations.

Qualifications

• Some knowledge of the Community Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act, etc.
• Verbal and written communication skills that reach a wide range of audiences.
• Organizational skills and detail-oriented with a high degree of accuracy.
• Team-oriented, possesses a positive attitude, and works well with others.
• Willing to provide a high level of customer service.

Education & Experience

• High School Diploma or equivalent required.
• No experience required. 1+ years' experience of commercial operations or temporary commercial loan operations experience preferred.

Systems & Technology

• Proficient in Microsoft Outlook and Microsoft Suite including Word and Excel. Previous

About Stifel

Stifel is a more than 130 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 affirmative action and 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 posters: Know Your Rights and Pay Transparency.

Stifel is an Equal Opportunity Employer.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)