Description
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.
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