Stifel Financial Corp. · 1 day ago
HELOC Lending Specialist
US-MO-Saint Louis
Full-time
Onsite
Entry Level
2+ years expStifel Financial Corp. is a global wealth management and investment banking firm that values innovation and fresh ideas. The HELOC Lending Specialist role involves supporting second mortgage originations while ensuring service quality, compliance, and efficiency.
BankingFinanceFinancial Services
Responsibilities
Ensure proper insurance coverage and mortgagee clause for home owner's insurance
Conduct quality checks the file for completeness and signed documents
Order appraisals for all Loan Officers
Provides appraisal quotes to Loan Officer Assistants
Upload appraisals and send to the appropriate associate
Upload heloc files into Encompass
Understand and comply with mortgage industry regulations, including the Fair Credit Reporting Act, the Real Estate Settlement Procedures Act, the Community Reinvestment Act, Truth-in-Lending laws, etc
Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
Ability to communicate effectively in writing as appropriate for the needs of the audience
Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction
Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology
Qualification
Required
High School Diploma or equivalent experience
2+ year of banking experience
Ensure proper insurance coverage and mortgagee clause for home owner's insurance
Conduct quality checks the file for completeness and signed documents
Order appraisals for all Loan Officers
Provides appraisal quotes to Loan Officer Assistants
Upload appraisals and send to the appropriate associate
Upload heloc files into Encompass
Understand and comply with mortgage industry regulations, including the Fair Credit Reporting Act, the Real Estate Settlement Procedures Act, the Community Reinvestment Act, Truth-in-Lending laws, etc
Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
Ability to communicate effectively in writing as appropriate for the needs of the audience
Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction
Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology
Proficient in Microsoft Excel, Word, PowerPoint, Outlook
Preferred
Experience in ICE Mortgage Technology's Encompass
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.
5001-10000 employees
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
Ronald Kruszewski
Chairman and CEO
Anne Perlman
Managing Director, Investment Banking - Stifel
Recent News
2025-11-11
2025-11-11
2025-11-11
Company data provided by crunchbase