Income Property Finance Customer Service Associate

Regions Financial • Miami, FL

53d • Hybrid

About The Position

At Regions the Income Property Finance Customer Service Associate is responsible for coordination and ensuring responsiveness for a variety of operational and administrative questions and needs of IPF clients along with supporting the local market IPF team.

Requirements

• High School Diploma or GED
• Ability to manage multiple priorities
• Ability to learn additional systems as needed
• 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

Nice To Haves

• Five (5) years banking experience

Responsibilities

• Direct customer facing responsibilities
• General administrative duties as well as reporting
• Responds to direct customer loan and deposit inquiries
• Liaison to the Centralized Loan Administration
• Assists in Exception clearing
• Supports the RM Process (plan Portfolio Development Meetings, maintaining key client lists, partner with Treasury Management, etc.)
• Opens deposit accounts
• Conducts deposit account transfers
• Reviews new loans and renewals for accuracy
• Supports debt products team during loan process
• General office duties as assigned

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees