Small Business Admin Servicing Associate II
About the role
Stifel strives for a culture that puts its clients and associates first, fostering a sense of belonging and contribution to both client success and the firm's success.
Responsibilities
- Ensures loan-related documentation is complete and accurate.
- Records and processes payments or payoffs.
- Prepares reports summarizing loan statuses, including delinquencies.
- Generates and distributes notifications of past-due payments.
- Researches and resolves loan account questions or discrepancies for customers as requested.
Requirements
- Performs work under general supervision.
- Excellent oral and written communication skills.
- Understanding of filing systems.
- Strong customer service skills.
- Basic arithmetic knowledge.
- Handles moderately complex issues and problems, referring more complex issues to higher-level staff.
- Possesses solid working knowledge of subject matter.
Qualifications
- Minimum Required: High School Diploma or equivalent.
- Minimum Required: 2-4 years of related experience.
- None required.
Skills
- Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.
Benefits
At Stifel, employees benefit from an entrepreneurial environment, comprehensive benefits package including health, dental, and vision care, 401(k), wellness initiatives, life insurance, and paid time off. Stifel is also committed to equal opportunity employment and offers competitive compensation and benefits packages.
Pay
Compensation is commensurate with experience.
Schedule
Hours are flexible and based on business needs.
Equal Opportunity Employer
Stifel is an Equal Opportunity Employer. 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.