Stifel Pledged Assets (SPA) Coordinator

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.

The Stifel Pledged Asset (SPA) Coordinator is responsible for loan requests from application to closing. This position will assist in the lending process of SPA loan requests through proper documentation while balancing service, quality compliance, and relationship building.

• Works closely with SPA Lenders to review loan application packages for completeness and accuracy.
• Review and prepare supporting documentation such as Trust Agreements and Business Papers.
• Assists with the approval process of outgoing SPA advances.
• Obtains and updates daily index rate changes in the loan system.
• Communicate with the Operations Manager and Lending Department to help ensure proper time management of the filing process.
• Provides customer service to internal and external customers.
• Understands and complies with industry regulations.

• Understand and comply with all regulations, including the Community Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act, etc.
• Communication skills, both written and verbal.
• Organizational skills and detail-oriented with a high degree of accuracy.
• Team-oriented, possesses a positive attitude, and works well with others.

• Minimum Required: High School Diploma or equivalent experience.
• Minimum Required: 0-2 years of customer service experience.

• Minimum Required: None.

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

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 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.