Stifel Financial Corp. · 3 months ago
Commercial Loan Coordinator II
Stifel Financial Corp. is a global wealth management and investment banking firm focused on innovation and client success. The Commercial Loan Coordinator II is responsible for supporting commercial loan requests throughout the entire process, ensuring documentation accuracy, and providing excellent customer service.
BankingFinanceFinancial Services
Responsibilities
Responsible for providing a sufficient level of support for commercial or syndication loan requests from the time of application to closing
Works closely with Commercial Lenders and Credit Analysts to review loan application packages for completeness and accuracy
Verifies supporting income, asset and liability documentation to support underwriting credit decision
Assists with wires (incoming/outgoing) as needed
Communicates with Operations Manager and Lending Department to help ensure proper time management of file process
Provides customer service to internal and external customers
Understands and complies with industry regulations
Maintains customer confidence by keeping client information confidential
May mentor more junior level coordinators as needed
Understand and comply with all regulations, including the Community Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act, etc
Qualification
Required
High School Diploma or Equivalent
2-3 years' related experience
Proficient in Microsoft Excel, Word, PowerPoint, Outlook
Good communication skills, both written and verbal
Good organizational skills and detail-oriented with high degree of accuracy
Team oriented, possesses a positive attitude and works well with others
Understand and comply with all regulations, including the Community Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act, etc
Benefits
Health, dental and vision care
401k
Wellness initiatives
Life insurance
Paid time off
Company
Stifel Financial Corp.
Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment banking, investment advisory, and related services to individual investors, professional money managers, businesses, and municipalities through more than 400 locations across the U.S.
H1B Sponsorship
Stifel Financial Corp. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (16)
2024 (4)
2023 (5)
2022 (5)
2021 (6)
2020 (5)
Funding
Current Stage
Public CompanyTotal Funding
unknown1993-01-08IPO
Leadership Team
Recent News
2025-11-11
2025-11-11
2025-11-11
Company data provided by crunchbase