Ascentium Non-Titling Documentation Specialist

Regions Bank • Kingwood, TX

1d • Onsite

About The Position

At Ascentium Capital, a division of Regions Bank, the Non-Titling Documentation Specialist serves as the primary point of contact between sales associates, Ascentium Capital executives, credit, and customer service personnel on loan and lease documentation. The specialist is also a secondary contact for vendors and customers with documentation questions. Ascentium Capital provides financing for business equipment and technology to organizations ranging from small businesses to Fortune 500 companies, across segments including technology, healthcare, hospitality, franchise, and commercial vehicles.

The role prepares and manages customer loan and lease documentation, coordinates with internal teams and external partners, and ensures documents meet approval terms, company procedures, and regulatory requirements. It involves tracking documentation workflows, protecting confidential customer data, identifying risks or discrepancies, and supporting accurate booking and archiving of loan records. The position requires time tracking and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.

Requirements

• High school diploma or GED.
• One year of experience in lease, loan, or mortgage documentation.
• Ability to apply a basic understanding of accounting principles, particularly to financial transactions.
• Ability to identify process-improvement opportunities through problem-solving activities.
• Adaptability to evolving procedures and company policies.
• Outstanding proofreading skills.
• Basic understanding of the flow of title ownership.
• Ability to manage and resolve escalated issues effectively and professionally.
• Strong attention to detail and ability to identify documentation inconsistencies or indicators of fraud.

Nice To Haves

• Bachelor’s degree.
• Basic knowledge of banking regulations and compliance, especially regarding customer information and asset titling.
• Experience with account management software systems.

Responsibilities

• Prepare customer document packages and titling documents, ensuring accurate execution and completion within established guidelines and approval terms.
• Manage assigned documentation queues to support proper workflow.
• Maintain confidentiality and protect sensitive customer data in accordance with bank policies and privacy regulations.
• Provide customer service through calls, voicemail, and email; meet service-level agreements and de-escalate situations as needed.
• Obtain properly prepared sales quotes and invoices to ensure the correct vendors, payees, and referral sources are funded.
• Communicate effectively with management, credit associates, finance associates, and customers.
• Provide Sales and External Vendor Partners with itemized lists of documentation and credit contingencies needed to close and fund loans.
• Coordinate with sales associates on document generation, terms and conditions, company procedures, banking policies, KYC, and other regulatory requirements.
• Ensure compliance with applicable internal and external policies and regulations.
• Arrange loans in the internal all-in-one financial operating system for booking into the lease accounting system.
• Process and scan documents into the image archive system in accordance with company policies and procedures.
• Identify fraud, discrepancies, and risks in customer and vendor documentation, collaborating with the Quality Control team when necessary.
• Meet monthly booked-volume goals and Quality Control review standards while maintaining accuracy and compliance.

Benefits

• Paid vacation and sick time.
• 401(k) 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