Description
Summary
The Commercial Post Close Associate II will ensure loan files are completed accurately and tracked for the life of the loan. This role will work with other commercial loan team members to create proper dialogue and accurate loan documentation while balancing service, quality, compliance, and relationship building.
Essential Duties & Responsibilities
- Work closely with commercial loan team members.
- Track and follow up on the receipt of original legal documentation.
- Maintain insurance on loan files.
- Track UCCs, Paid Tax Returns, and other collateral-related items.
- Release paid files in a timely fashion.
- Complete QA for payments, advances, and rate changes on loans.
- Upload documentation to the imaging system.
- Complete loan review on new and modified loans to ensure the receipt of required documents to close and accurate entry into the loan system.
- Maintain customer confidence by keeping client information confidential.
Qualifications
- Intermediate knowledge of industry regulations, including the Fair Credit Reporting Act, the Real Estate Settlement Procedures Act, the Community Reinvestment Act, Truth-in-Lending laws, etc.
- Excellent Communication skills, both written and verbal.
- Organizational skills and detail-oriented with a high degree of accuracy.
Education & Experience
- High School Diploma or equivalent required.
- 2+ years' experience of commercial operations experience preferred.
Systems & Technology
- Proficient in Microsoft Outlook and Microsoft Suite including Word and Excel.
About Stifel
Stifel is a 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 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.
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