Commercial Servicing Associate III

We need to output HTML fragment with sections for headings that have content. Use

for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must only include sections where posting has real specific content. Avoid filler like "commensurate with experience". We need to parse the posting. Posting text: "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 Commercial Servicing Associate III is responsible for providing sufficient support for Commercial loans through onboarding and servicing responsibilities. This position will be located in our 100% Creve Coeur, MO. What We're Looking For Onboard commercial loans into loan systems for various types of lending verticals.Work closely with Loan Coordinators to ensure the timeliness and accuracy of daily loan closings.Process incoming payments while ensuring payment accuracy is met.Work with Agent Banks to resolve discrepancies.Process advance requests, including submission to the wire department.Process conversion and rate change requests.Work with Lending Teams to provide and maintain a positive client experience through excellent customer service.Communicate with clients to answer questions and resolve discrepancies promptly.Assist with imaging loan documents and daily activity.Responsible for daily balancing of work in process accounts.May mentor junior-level associates as needed. What You'll Bring Understand and comply with all regulations, including the Community Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act, etc.Advanced knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, and other office procedures.When learning or teaching new things, select and use training/instructional methods and procedures appropriate for the situation.Effective communication skills, both verbal and written. Education & Experience Minimum Required: High School Diploma or equivalent.Minimum Required: 4-6 years of relevant experience. Licenses & Credentials Minimum Required: None. Systems & Technology Proficient in Microsoft Word, Excel, 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." We need to remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. So we should remove the EEO statements (the long paragraph about equal opportunity). Also remove duplicated lines like "Let’s talk about how you can find your place here at Stifel, where success meets success." appears twice; we can keep one maybe but it's fluff. Probably remove as it's not substantive. Also remove the initial "Why Stifel Stifel strives for a culture..." maybe that's about culture but could be considered About the role? Might be considered generic fluff. The instruction: "Prefer a few substantive sections over many thin ones." We need to include sections only when posting has real specific content. Likely sections: Responsibilities (What You'll Be Doing), Requirements/Qualifications (What You'll Bring, Education & Experience, Licenses & Credentials, Systems & Technology), Benefits (At Stifel we offer...), maybe About the role? Could combine About Stifel as About the role? The heading "About the role" is for description of role; we have "What You'll Be Doing" which is responsibilities. "About Stifel" is company description; could be considered "About the role"? Not exactly. Could have a section "About Stifel" but not in allowed headings list. Allowed headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can map content: Responsibilities = What You'll Be Doing. Requirements = Education & Experience, Licenses & Credentials maybe. Qualifications = maybe Skills? Actually Qualifications could be education/experience. Skills = Systems & Technology (proficiency in Word, Excel, Outlook) plus communication skills etc. Benefits = benefits package. Pay and Schedule not present, so omit. We need to avoid filler like "commensurate with experience". Not present. We need to use

for each section heading. Use

• for any list of duties/requirements/benefits. Use

  for prose. We need to preserve all substantive information; do not invent or summarize away detail. We need to output only HTML fragment. Let's extract substantive content: Responsibilities (What You'll Be Doing): - The Commercial Servicing Associate III is responsible for providing sufficient support for Commercial loans through onboarding and servicing responsibilities. - This position will be located in our 100% Creve Coeur, MO. - Onboard commercial loans into loan systems for various types of lending verticals. - Work closely with Loan Coordinators to ensure the timeliness and accuracy of daily loan closings. - Process incoming payments while ensuring payment accuracy is met. - Work with Agent Banks to resolve discrepancies. - Process advance requests, including submission to the wire department. - Process conversion and rate change requests. - Work with Lending Teams to provide and maintain a positive client experience through excellent customer service. - Communicate with clients to answer questions and resolve discrepancies promptly. - Assist with imaging loan documents and daily activity. - Responsible for daily balancing of work in process accounts. - May mentor junior-level associates as needed. That's a list; we can put as

  • items. Requirements (Education & Experience, Licenses & Credentials): - Minimum Required: High School Diploma or equivalent. - Minimum Required: 4-6 years of relevant experience. - Licenses & Credentials Minimum Required: None. We could combine as list. Qualifications maybe not needed separate; but we could put Qualifications as same as Requirements? The instruction: use headings only when posting has real specific content. We have content for Requirements; we could also have Qualifications if we differentiate but maybe not needed. Could combine Requirements and Qualifications into one section? But we have separate headings allowed; we could use Requirements for education/experience/licenses, and Qualifications for skills/competencies? However we also have Skills heading for technical skills. Let's decide: Use sections: Responsibilities, Requirements, Skills, Benefits. Requirements: Education & Experience, Licenses & Credentials. Skills: Advanced knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, and other office procedures. When learning or teaching new things, select and use training/instructional methods and procedures appropriate for the situation. Effective communication skills, both verbal and written. Proficient in Microsoft Word, Excel, and Outlook. We could list these as bullet points. Benefits: 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. Also maybe mention "entrepreneurial environment" as part of benefits. We should not include EEO boilerplate. We should not include duplicated fluff like "Let’s talk about how you can find your place here at Stifel, where success meets success." Remove. We should not include "About Stifel" description? Could be considered About the role? Might be considered company overview but not required. The instruction: "Prefer a few substantive sections over many thin ones." The About Stifel paragraph is substantive but not about the role; but we have no heading for company description. Could we put it under About the role? The heading "About the role" is for description of role, not company. But we could still use About the role heading to include both role description and company info? Might be okay but risk of misalignment. However we already have Responsibilities covering role duties. About the role could be a brief summary of role purpose. The posting includes "The Commercial Servicing Associate III is responsible for providing sufficient support for Commercial loans through onboarding and servicing responsibilities." That's already in responsibilities. The company description may be considered extra but not required. Might be safe to omit as not required by headings. Thus final HTML:

    Responsibilities

    • The Commercial Servicing Associate III is responsible for providing sufficient support for Commercial loans through onboarding and servicing responsibilities.
    • This position will be located in our 100% Creve Coeur, MO.
    • Onboard commercial loans into loan systems for various types of lending verticals.
    • Work closely with Loan Coordinators to ensure the timeliness and accuracy of daily loan closings.
    • Process incoming payments while ensuring payment accuracy is met.
    • Work with Agent Banks to resolve discrepancies.
    • Process advance requests, including submission to the wire department.
    • Process conversion and rate change requests.
    • Work with Lending Teams to provide and maintain a positive client experience through excellent customer service.
    • Communicate with clients to answer questions and resolve discrepancies promptly.
    • Assist with imaging loan documents and daily activity.
    • Responsible for daily balancing of work in process accounts.
    • May mentor junior-level associates as needed.

    Requirements

    • Minimum Required: High School Diploma or equivalent.
    • Minimum Required: 4-6 years of relevant experience.
    • Licenses & Credentials Minimum Required: None.

    Skills

    • Advanced knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, and other office procedures.
    • When learning or teaching new things, select and use training/instructional methods and procedures appropriate for the situation.
    • Effective communication skills, both verbal and written.
    • Proficient in Microsoft Word, Excel, and Outlook.

    Benefits

    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.

    Check for any leftover boilerplate: removed EEO, removed duplicated "Let's talk..." lines, removed initial culture paragraph? We removed the initial "Why Stifel Stifel strives for a culture..." paragraph. That's okay. Check for any mention of Pay or Schedule: none, so we omitted. Check for any mention of "About the role" heading: we didn't use it; we used Responsibilities, Requirements, Skills, Benefits. That's fine. Check that we didn't repeat job title as heading: we didn't. Check that we didn't include Job ID/requisition numbers: none present. Check that we preserved