Securities Based Analyst I

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 Securities Based Analyst I will proactively provide Securities Based Lending awareness and support to Financial Advisors, Loan Officers and Clients. What We're Looking For: - Serve as primary contact and ongoing resource either via phone or in person for loan referrals and clients. - Promote securities-based loan products to Financial Advisors and clients through various sales & marketing campaigns - Maintain relationships with clients and Financial Advisors after the loan is originated to help facilitate loan servicing, including general Q&A, access to funds, billing and statement questions, and other related inquiries. - Underwrite, structure and process security based loans once clients' needs are assessed. - Prepare credit memoranda for review by Internal Loan Committee and Senior Management. - Provide risk management support by uti...