SPA Servicing Associate

Stifel • Saint Louis, MO

9d

About The Position

The SPA (Stifel Pledge Asset) Servicing Associate interacts with customers and provides general information in response to inquiries about products and services. The role supports quality customer service by promptly and accurately processing loan payments, disbursements, and payoffs; posting payments; processing manual billings and accrual adjustments; and maintaining client loans based on received documentation. The associate also images daily activity for retention and responds to customer inquiries by phone and email.

The position requires compliance with applicable regulations, including the Community Reinvestment Act, Bank Secrecy Act, and Fair Credit Reporting Act. Candidates should have knowledge of administrative and clerical procedures and systems, strong communication and customer-service skills, and proficiency in Microsoft Excel, Word, PowerPoint, and Outlook. A high school diploma or equivalent and 0–2 years of customer service experience are required; no licenses or credentials are required.

Requirements

• High school diploma or equivalent.
• 0–2 years of customer service experience.
• Knowledge of administrative and clerical procedures and systems, including word processing, managing files and records, and other office procedures.
• Strong verbal and written communication skills, including effective communication during inter-departmental and external interactions.
• Strong knowledge of principles and processes for providing customer service.
• Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook.
• No licenses or credentials required.

Responsibilities

• Answer customer inquiries, resolve conflicts, and communicate effectively.
• Respond to customer inquiries by phone and email.
• Accurately post payments and process manual billings and accrual adjustments.
• Promptly and accurately process loan payments, disbursements, and payoffs.
• Image daily activity for retention.
• Perform maintenance on clients’ loans as required by documentation received.
• Understand and comply with applicable regulations, including the Community Reinvestment Act, Bank Secrecy Act, and Fair Credit Reporting Act.

Benefits

• Health care
• Dental care
• Vision care
• 401(k)
• Wellness initiatives
• Life insurance
• Paid time off

What This Job Offers

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