SPA Coordinator

What You’ll Be Doing

The Stifel Pledge Asset (SPA) Coordinator is responsible for loan requests from application to closing. This position will assist in the lending process of SPA loan requests through proper documentation while balancing service, quality compliance, and relationship building.

• Works closely with SPA Lenders to review loan application packages for completeness and accuracy.
• Review and prepare supporting documentation such as Trust Agreements and Business Papers.
• Assists with the approval process of outgoing SPA advances.
• Obtains and updates daily index rate changes in the loan system.
• Communicate with the Operations Manager and Lending Department to help ensure proper time management of the filing process.
• Provides customer service to internal and external customers.
• Understands and complies with industry regulations.

• Understand and comply with all regulations, including the Community Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act, etc.
• Communication skills, both written and verbal.
• Organizational skills and detail-oriented with a high degree of accuracy.
• Team-oriented, possesses a positive attitude, and works well with others.

• Minimum
  
  Required:
  
  High School Diploma or equivalent experience.
• Minimum
  
  Required:
  
  0-2 years of customer service experience.

• Minimum
  
  Required:
  
  None.

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

Stifel offers an entrepreneurial environment and a comprehensive benefits package that includes 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.