Commercial Loan Systems Manager

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 Commercial Loan Systems Manager oversees the daily functionality, configuration, and performance of the bank’s commercial loan systems, serving as the primary liaison with Finastra and internal operational teams. The role manages system updates, case resolution, testing, and the implementation of new functionality while ensuring accurate reporting, user access maintenance, and effective coordination with IT and Accounting. Additionally, the Manager supports audit readiness, maintains departmental procedures, and leads critical activities such as annual disaster recovery testing to ensure system reliability and compliance.

What We're Looking For

• Lead weekly calls with Finastra to discuss open case tickets and critical issues.
• Provide functional support for Loan Operations regarding table configuration, approval matrix, APIs, batch job monitoring and set up.
• Create and monitor cases within Finastra Community Portal regarding defects.
• Review and keep current on system release notes published by Finastra.
• Coordinate annual Disaster Recovery testing.
• Test and implement new functionality.
• Develop bank reports within DataNet.
• Create and update department procedures when applicable.
• Collaborate with accounting teams with table configurations.
• Partner with IT teams with Loan IQ batch, APIs, Event Management, Data Warehouse Extract.
• Maintain users within Loan IQ and Citrix.
• Respond to internal and external audit requests.

What You'll Bring

• Analytical thinking skills combined with LoanIQ functional know-how.
• Able to manage vendor relationships and collaborate with Finastra resources to address platform issues or enhancement requests.
• Exhibit strong ownership mentality with ability to manage multiple priorities in a fast‑paced environment.
• Use sound judgment in making decisions independently while escalating strategically when needed.
• Strong command of LoanIQ configuration, workflow design, and troubleshooting across complex loan structures.
• Demonstrate advanced critical‑thinking capacity with ability to anticipate operational impacts of system or process changes.
• Adept at leading root‑cause analysis (RCA) efforts and implementing sustainable corrective actions.
• Strong written and verbal communication skills for conveying complex concepts to both technical and non‑technical stakeholders.

Education & Experience

• Minimum Required: Bachelor’s degree in business, Finance, Accounting, Information Systems, or related field, or equivalent professional work experience.
• Minimum Required: 10+ years of hands-on experience with LoanIQ, including advanced functional expertise and configuration knowledge. 10+ years of related experience in Commercial Loan Operations, with deep understanding of end‑to‑end loan lifecycle processes.

Systems & Technology

• Proficient in Finastra Loan IQ and Finastra Community Portal.
• Proficient in Citrix.
• Proficient in DataNet.

Compensation Range

Salary: USD $125,000.00/Yr. - USD $200,000.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate’s qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel’s overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel’s current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled.

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, Frankfur