Small Business Admin Servicing Associate II

StifelSt. Louis, MO
Onsite

About The Position

The Small Business Administration (SBA) (7A) Servicing Associate II role works with commercial clients to ensure that information is complete and accurate. The SBA Servicing Associate II performs various clerical or administrative tasks in support of the SBA loan servicing function.

Requirements

  • Performs work under general supervision.
  • Excellent oral and written communication skills.
  • Understanding of filing systems.
  • Strong customer service skills.
  • Basic arithmetic knowledge.
  • Handles moderately complex issues and problems and refers more complex issues to higher-level staff.
  • Possesses solid working knowledge of subject matter.
  • Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.

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.

Benefits

  • health, dental and vision care
  • 401k
  • wellness initiatives
  • life insurance
  • paid time off
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