SPA Servicing Associate

Stifel • Saint Louis, MO

67d

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

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees