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Summary
The Commercial Loan Coordinator II is responsible for the commercial loan request from application to closing. This position will assist in the lending process of commercial loan requests through proper documentation while balancing service, quality compliance, and relationship building.
Essential Duties & Responsibilities
- Works closely with Commercial Lenders and Credit Analysts to obtain the documentation required for timely loan closings.
- Enters customer data into Core Systems and reviews for accuracy.
- Communicates with the Servicing Department to help ensure proper time management of the filing process.
- Works closely with the Post Closing Department for accuracy in documentation and documentation tracking.
- Provides customer service to internal and external customers.
- Understands and complies with industry regulations.
- Ensures that entries comply with all applicable regulations.
- Handles intermediate complex situations and escalates issues to higher levels.
- Maintains customer confidence by keeping client information confidential.
- May mentor more junior-level coordinators or review their work as needed.
Qualifications
- Intermediate knowledge of the Community Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act, etc.
- Verbal and written communication skills that reach a wide range of audiences.
- Organizational skills and detail-oriented with a high degree of accuracy.
- Team-oriented, possesses a positive attitude, and works well with others.
- The ability to provide a high level of customer service.
Education & Experience
- High School Diploma or equivalent experience in a related field required.
- 2+ years of administrative experience preferred.
Systems & Technology
- Proficient in Microsoft Excel, Word, and 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.
Stifel is committed to providing equal employment opportunities (EEO) to all associates,
applicants for employment, and individuals providing services in the workplace without regard to
actual or perceived race, color, religion, creed, gender, pregnancy (including childbirth, lactation,
child-bearing capacity, sterilization, fertility, past pregnancy condition and the potential or intention
to become pregnant and related medical condition), sexual and reproductive health decisions, sexual
orientation, gender identity and gender expression (including transgender individuals who are
transitioning, have transitions, or are perceived to be transitioning to the gender with which they
identify), national origin, ancestry, age, disability, weight, genetic information, marital status,
citizenship status, familial status, homelessness (i.e., lack of a permanent mailing address or a
mailing address that is a shelter or social services provider), status as a covered veteran or any
other protected criteria in accordance with applicable federal, state and local laws. Stifel complies
with applicable state and local laws governing non-discrimination in employment applicable to
each location in which the Firm operates. Stifel strictly prohibits any form of unlawful
discrimination.
Equal opportunity extends to all aspects of the employment relationship, including hiring,
transfers, promotions, training, termination, working conditions, compensation, benefits, and other
terms and conditions of employment. All Stifel associates are responsible for implementing this
EEO policy in their daily actions, conduct and decisions. All associates are expected to treat each
other with respect and professionalism.
Stifel is an Equal Opportunity Employer.