Commercial Post Close Associate jobs in United States
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Stifel Financial Corp. · 1 day ago

Commercial Post Close Associate

Stifel Financial Corp. is a global wealth management and investment banking firm committed to innovation and client success. The Commercial Post Close Associate will ensure loan files are accurately completed and tracked, while collaborating with team members to maintain compliance and build client relationships.

BankingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Work closely with commercial loan team members
Track and follow up on the receipt of original legal documentation
Maintain insurance on loan files
Track UCCs, Paid Tax Returns, and other collateral-related items
Release paid files in a timely fashion
Complete QA for payments, advances, and rate changes on loans
Upload documentation to the imaging system
Maintain customer confidence by keeping client information confidential

Qualification

Industry regulations knowledgeMicrosoft ExcelMicrosoft WordMicrosoft PowerPointMicrosoft OutlookCommunicationOrganizational skillsDetail-oriented

Required

Basic knowledge of industry regulations, including the Fair Credit Reporting Act, the Real Estate Settlement Procedures Act, the Community Reinvestment Act, Truth-in-Lending laws, etc
Excellent Communication skills, both written and verbal
Organizational skills and detail-oriented with a high degree of accuracy
Minimum Required: High School Diploma or equivalent
Minimum Required: 0-2 years of Commercial Operations experience
Minimum Required: None
Proficient in Microsoft Excel, Word, PowerPoint, and Outlook

Benefits

Health, dental and vision care
401k
Wellness initiatives
Life insurance
Paid time off

Company

Stifel Financial Corp.

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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 Company
Total Funding
unknown
1993-01-08IPO

Leadership Team

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Ronald Kruszewski
Chairman and CEO
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Anne Perlman
Managing Director, Investment Banking - Stifel
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Company data provided by crunchbase