Capital Markets Customer Service Specialist

Regions Bank•Pasadena, CA

13d•Hybrid

About The Position

At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the Capital Markets Servicing Specialist is responsible for processing lender notifications, lien searches, file scanning, and processing Transfer & Assumptions.

Requirements

High School Diploma or GED
Two (2) years of administrative, loan, or related experience
Ability to learn additional systems as needed
Ability to manage multiple priorities
Ability to research, analyze data, and derive facts
Ability to work in a team environment when applicable
Ability to work under pressure and meet deadlines
Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)
Strong attention to detail and proof-reading skills
Strong verbal, written communication, and organizational skills
Strong work ethic and self-motivation

Responsibilities

Communicates daily with assigned sources, brokers, and vendors on transaction and funding status of leases/loans
Prepares Documentation Worksheets to include proper structure and pricing of the transaction
Creates document packages
Takes responsibility for communicating with customers, vendors, brokers, sources and internal sales to obtain any missing items not returned with the documentation package to properly close transactions
Adheres to policies and procedure requirements for documentation and funding
Takes responsibility for timely filing UCC’s and reviews lien searches
Processes site inspections and reviews results
Ensures all credit contingencies have been satisfied
Requires properly prepared invoices and obtains sales quotes
Resolves issues to facilitate the funding of lease/loan transactions
Works under limited supervision following established guidelines and procedures
Conducts verbal verifications with customers
Retrieves, scans and/or delivers mail to proper individuals
Follows up on post-loan closing items