Capital Markets Servicing Specialist

Regions Bank

About The Position

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