SPA Coordinator

Job description

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. Let’s talk about how you can find your place here at Stifel, where success meets success . 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. What We're Looking For: - 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 r...