Commercial Servicing Team Lead

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.

The Commercial Servicing Team Lead provides advanced support for Commercial loans throughout the onboarding and servicing lifecycle. This role helps ensure accurate, timely loan servicing while balancing service quality, regulatory compliance, and strong relationship management.

• Onboard commercial loans into the loan system for various types of 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 is met and work with Agent Banks and Lending Teams to resolve discrepancies.
• Process 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 escalat[e] issues to higher levels when appropriate.

• 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.
• 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.

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

• Minimum
  
  Required:
  
  None.

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

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401(k), 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.