SPA Servicing Associate

Stifel • St. Louis, MO

1d

About The Position

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.

Requirements

• Understand and comply with all regulations, including the Community Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act, etc.
• Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, and other office procedures.
• Strong verbal and written communication skills with an ability to communicate effectively during inter-departmental and external interactions.
• Strong knowledge of principles and processes for providing customer service.
• Minimum Required: High School Diploma or equivalent.
• Minimum Required: 0-2 years of customer service experience.
• Minimum Required: None.
• Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.

Responsibilities

• Responsible for answering customer inquiries, resolving conflicts, and communicating effectively.
• Accurately post payments, process manual billings, and accrual adjustments accordingly.
• Answering customer inquiries via phone and email.
• Maintain quality customer service by accurately and promptly processing loan payments, disbursements, and payoffs.
• Images daily activity for retention.
• Performs maintenance on clients' loans as required by documentation received.

Benefits

• comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED