Description
Summary
The SPA Post Close Associate ensures loan files are complete and works with loan team members to create proper dialogue and accurate loan documentation while balancing service, quality, compliance, and relationship building.
Essential Duties & Responsibilities
- Books SPA loans within the loan system.
- Tracks the receipt of original loan documents.
- Images loan documentation and daily processing items.
- Processes and mails loan overpayment checks, loan correspondence, and returned mail.
- Prepares paid files for shipping to storage.
- Moves incoming wires to the appropriate folders.
- Images daily check payments through Item Capture.
- Maintains customer confidence by keeping client information confidential.
- Handles basic issues and escalates more complex problems to more senior associates.
Qualifications
- 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.
- Basic 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.
Education & Experience
- High School diploma required or equivalent experience.
- No experience required. 1+ years' experience in a financial institution preferred.
Systems & Technology
- Proficient in Microsoft Excel, Word, PowerPoint, Outlook
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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