Stifel Financial Corp

Commercial Servicing Team Lead

Stifel Financial Corp • $75K — $95K *
Saint Louis, MO 63129In-Person
Finance & Insurance
5 - 7 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • High School Diploma or equivalent required.
  • 6+ years of relevant experience required; supervisory experience preferred.
  • Understanding of banking regulations such as CRA and BSA.
  • Solid understanding of customer service principles and practices.
  • Expertise in administrative procedures and office systems.
  • Effective verbal and written communication skills.

Responsibilities

  • Onboard commercial loans into the loan system across lending verticals.
  • Collaborate with Loan Coordinators for timely and accurate loan closings.
  • Process incoming payments and adjustments with precision.
  • Resolve payment discrepancies by liaising with clients and lending teams.
  • Handle advance requests and submission to wire department.
  • Train and mentor junior associates while reviewing their work.
  • Ensure efficient resolution of daily workload and team communications.

Benefits

  • Opportunity for professional growth and mentorship.
  • Engagement in a collaborative team environment.
  • Involvement in high-impact lending processes.
  • Direct contribution to customer service quality.
Full Job Description
What You'll Be Doing

The Commercial Servicing Team Lead provides advanced support for Commercial loans throughout the onboarding and servicing lifecycle. This role helps ensure accurate, timely loan servicing while balancing service quality, regulatory compliance, and strong relationship management.

What We're Looking For

  • Onboard commercial loans into the loan system for various types of lending verticals.
  • Partner closely with Loan Coordinators to ensure the timeliness and accuracy of daily loan closings.
  • Process incoming payments, conversions and rate changes accurately and efficiently.
  • Ensure payment accuracy is met and work with Agent Banks and Lending Teams to resolve discrepancies.
  • Process advance requests, including submission to the wire department.
  • Collaborate with Lending Teams to maintain a positive client experience through excellent customer service.
  • Communicate with clients to answer questions and resolve discrepancies promptly.
  • Assist with imaging loan documents and daily activity.
  • Responsible for daily balancing of work in process accounts.
  • Train & mentor junior-level associates, reviewing their work as needed.
  • Monitor team email boxes and work- in- process items to ensure requests are completed accurately and on time.
  • Assess training needs and plan monthly team meetings.
  • Handle complex situations and escalate issues to higher levels when appropriate.


What You'll Bring

  • Understand and comply with all regulations, including the Community Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act, etc.
  • Knowledge of principles and processes for providing customer and personal services.
  • Expert knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, and other office procedures.
  • When learning or teaching new things, select and use training/instructional methods and procedures appropriate for the situation.
  • Effective communication skills, both verbal and written.


Education & Experience

  • Minimum Required: High School Diploma or equivalent.
  • Minimum Required: 6+ years of relevant experience with at least 5 years of supervisory experience preferred.


Licenses & Credentials

  • Minimum Required: None.


Systems & Technology

  • Proficient in Microsoft Word, Excel, PowerPoint, and Outlook.

About Stifel Financial Corp

Stifel Financial Corp is a financial services holding company headquartered in St. Louis, Missouri. The company was founded in 1890 and provides investment banking and brokerage services to individuals, corporations, and municipalities. Stifel operates in the United States, Europe, and Asia.
Learn more about Stifel Financial Corp
Size
8,600 employees
Market Cap
$6.1 billion
Industry
Finance & Insurance
Net Income
$503.4 million
Founded
1890
5 Year Trend
+12.6%
Revenue
$3.8 billion
NASDAQ
SF
* Ladders Estimates

Similar Jobs

Ad banner background

Get Ready For Your
Next Interview

More Jobs at Stifel Financial Corp

More Finance & Insurance Jobs

Find similar Commercial Servicing Team Lead jobs:

NationwideSaint Louis, MO