Commercial Servicing Team Lead

About the role

Stifel strives for a culture that puts its clients and associates first, fostering a welcoming environment where everyone belongs, contributes, and succeeds.

Responsibilities

• Onboard commercial loans into the loan system for various lending verticals.
• Partner closely with Loan Coordinators to ensure the timeliness and accuracy of daily loan closings.
• Process incoming payments, conversions, and rate changes accurately and efficiently.
• Ensure payment accuracy and work with Agent Banks and Lending Teams to resolve discrepancies.
• Handle advance requests, including submission to the wire department.
• Collaborate with Lending Teams to 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.
• Train & mentor junior-level associates, reviewing their work as needed.
• Monitor team email boxes and work-in-process items to ensure requests are completed accurately and on time.
• Assess training needs and plan monthly team meetings.
• Handle complex situations and escalate issues to higher levels when appropriate.

Requirements

• Understand and comply with all regulations, including the Community Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act, etc.
• Knowledge of principles and processes for providing customer and personal services.
• Expert knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, and other office procedures.
• Select and use training/instructional methods and procedures appropriate for the situation.
• Effective communication skills, both verbal and written.

Qualifications

• Minimum Required: High School Diploma or equivalent.
• Minimum Required: 6+ years of relevant experience with at least 5 years of supervisory experience preferred.

Skills

• Proficient in Microsoft Word, Excel, PowerPoint, and Outlook.

Benefits

At Stifel, you will find a supportive and inclusive workplace where success meets success. Our comprehensive benefits package includes:

• Health, dental, and vision care
• 401(k)
• Wellness initiatives
• Life insurance
• Paid time off

We are committed to fostering an equal opportunity environment and are proud to be an Equal Opportunity Employer. If you have any questions regarding Equal Employment Opportunity rights and protections, please review the provided information: Know Your Rights.