Loan Operations Specialist

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 Loan Operations Specialist is responsible for supporting key operational functions within the loan department, with a focus on documenting Stifel Pledged Asset (SPA) loans and assisting with SBA-related processes. This role also contributes to daily balancing, audit support, and special projects as needed.

What We're Looking For

• Prepare and document SPA loan packages, ensuring accuracy and compliance with internal procedures.
• Assist with daily morning balancing procedures to maintain accurate loan system records.
• Support the payoff of SBA Pools, particularly during the last two weeks of each month.
• Collect and compile data in response to internal and external audit requests.
• Provide operational support for special projects and departmental initiatives.

What You'll Bring

• Strong attention to detail and organizational skills.
• Ability to manage multiple priorities and meet deadlines.
• Understand and comply with all regulations, including the Community Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act, etc.
• Excellent communication skills, both written and verbal.

Education & Experience

• Minimum Required: High school diploma or equivalent, Associate or Bachelor’s degree in business, finance, or a related field preferred.
• Minimum Required: 1+ years of experience in loan operations, banking, or financial services.
• Familiarity with SPA or SBA loan processes is a plus.

Licenses & Credentials

• Minimum Required: None.

Systems & Technology

• Proficiency in Microsoft Office Suite (Excel, Word, Outlook).

About Stifel

Stifel is 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 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 information: Know Your Rights.

 

Stifel is an Equal Opportunity Employer.