Stifel Pledged Assets (SPA) Post Close Associate jobs in United States
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Stifel Financial Corp. · 9 hours ago

Stifel Pledged Assets (SPA) Post Close Associate

positionSt Louis, MO
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
date0+ years exp

Stifel Financial Corp. is a global wealth management and investment banking firm committed to innovation and client success. The Pledged Assets (SPA) Post Close Associate ensures the completeness of loan files and collaborates with loan team members to maintain service quality and compliance.

BankingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Books SPA loans within the loan system
Tracks the receipt of original loan documents
Images loan documentation and daily processing items
Processes and mails loan overpayment checks, loan correspondence, and returned mail
Prepares paid files for shipping to storage
Moves incoming wires to the appropriate folders
Images daily check payments through Item Capture
Maintains customer confidence by keeping client information confidential
Handles basic issues and escalates more complex problems to more senior associates

Qualification

Loan documentationRegulatory complianceMicrosoft ExcelOrganizational skillsCommunication skills

Required

High School Diploma or equivalent
0-2 years of Commercial Operations experience
Understand and comply with all regulations, including the Community Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act, etc
Communication skills, both written and verbal
Organizational skills and detail-oriented with a high degree of accuracy
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
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.
dateFounded in 1890
location
St Louis, Missouri, USA
people-size5001-10000 employees
web-link
http://www.stifel.com

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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