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The Securities Based Analyst I will proactively provide Securities Based Lending awareness and support to Financial Advisors, Loan Officers and Clients.
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An Associate will be integrally involved in all facets of Stifel’s Venture Banking Team’s operations – from portfolio management to deal underwriting to strategic organizational projects. This role intertwines an understanding of accounting and financial principals with an Associate’s desire to learn about sector and economic trends impacting the technology companies we work alongside. In joining our San Francisco team, an Associate’s role will focus heavily on understanding and contributing withing the active debt processes – structuring, underwriting, and presenting to our credit team.
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The Mortgage Servicing Specialist is responsible for handling all duties related to the servicing of mortgage loans. This position works with clients to compile and verify all required loan documentation in order to properly setup and maintain mortgage loans.
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The Personal Trust Associate provides trust administration service to trust clients, beneficiaries, attorneys and CPA's. The Trust Associate works with Trust Officers and Financial Advisors to facilitate the administration of trust accounts in accordance with the terms of the trust document. The Trust Associate must be familiar with the trust accounts in order to respond to various questions and be able to determine information to release or withhold from inquiries.
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The SPA (Stifel Pledge Asset) Servicing Associate is responsible for interacting with customers to provide general information in response to inquiries about products and services.
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The Deposit Operations Specialist is responsible for performing daily deposit operations tasks, including account verification, exception processing, and client support. This role works under direct supervision to ensure accuracy, compliance, and timely processing of transactions while providing professional assistance to internal clients.
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The Bank Payments & Deposit Operations Manager is responsible for leading payment strategies and overseeing banking products and services to ensure alignment with Stifel Bank’s strategic objectives. This role drives innovation in payment solutions, enhances service quality, ensures regulatory compliance, manages operational risk across payments and deposit platforms, and recruits, develops, and maintains top talent to support deposit growth and maintain regulatory compliance.
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The Manager of Personal Trust Administration leads all aspects of trust and estate administration, ensuring compliance with Stifel Trust standards and best practices. This role oversees a team of experienced Trust Officers and Trust Associates, providing strategic guidance, operational leadership, and support on complex administrative matters.
