Small Business Administration (SBA) Servicing Associate

Summary

The Small Business Administration (SBA) (7A) Servicing Associate works with Stifel Brokers and Guidehouse. The SBA Servicing Associate performs various clerical or administrative tasks in support of the SBA (7A) loan servicing function.

Essential Duties & Responsibilities 

• Ensures loan-related documentation is complete and accurate.
• Records and processes payments or payoffs.
• Prepares reports summarizing loan statuses, including delinquencies.
• Generates and distributes notifications of past-due payments.
• Researches and resolves loan account questions or discrepancies for customers as requested.

Qualifications

• Performs work under direct supervision.
• Excellent oral and written communication skills.
• Understanding of filing systems.
• Strong customer service skills.
• Basic arithmetic knowledge.
• Handles fundamental issues and problems and refers more complex issues to higher-level staff.

Education & Experience

• High School diploma required or equivalent experience. 
• No experience required. 1+ years' experience in a financial institution preferred. 

Systems & Technology

• Proficient in Microsoft Excel, Word, PowerPoint, 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.