Capital Markets Servicing Specialist
About The Position
At Regions, the Capital Markets Servicing Specialist is responsible for processing lender notifications, lien searches, file scanning, and processing Transfer & Assumptions. Primary 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 This position requires the tracking of time and is eligible for overtime hours worked in excess of 40 per week under the Fair Labor Standards Act. This position is incentive eligible.
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
Benefits
- Paid Vacation/Sick Time
- 401K with Company Match
- Medical, Dental and Vision Benefits
- Disability Benefits
- Health Savings Account
- Flexible Spending Account
- Life Insurance
- Parental Leave
- Employee Assistance Program
- Associate Volunteer Program
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
