Real Estate Banking Relationship Specialist

Regions Bank•Dallas, TX

5d•$49,088 - $60,134•Onsite

About The Position

At Regions, the Real Estate Banking Relationship Specialist provides general administrative and sales support to Real Estate Banking Relationship Managers and renders an extraordinarily high level of services to corporate bank clients.

Requirements

High School Diploma or GED and six (6) years general banking experience
Or a Bachelor’s degree in a related field and two (2) years of banking or client support experience
Ability to communicate effectively with team members and management while understanding confidentiality to sensitive information
Ability to develop and maintain effective working relationships with internal and external partners
Demonstrated ability to independently identify goals; prioritize tasks and execute tasks to meet deadlines
Demonstrated ability to manage multiple priorities in changing, fast-paced environment
Demonstrates administrative experience, time management and troubleshooting skills
Exceptional customer service skills, over the phone and in person, with our customers and internal departments
Proactively seeks opportunities to execute tasks effectively, without direct supervision
Proficient in Microsoft Office
Proven experience working independently with minimal supervision
Strong organization skills and able to think analytically

Nice To Haves

Bachelor’s degree in a related field and two (2) years of banking or client support experience

Responsibilities

Acts as the primary point of contact for the Real Estate Banking clients and managing all servicing requests related to the client’s overall banking relationship
Performs daily support activities related to client relationships and keeping the respective Relationship Managers (RMs) informed of client activity and interactions, as appropriate
Responsible for data integrity for the overall portfolio ensuring that discrepancies are identified and resolved in a timely and efficient manner
Effectively communicates, internally and externally, to resolve client issues and concerns
Demonstrated ability to manage multiple priorities in a changing, fast paced environment
Supports the Relationship Manager(s) with miscellaneous administrative tasks
Assists with event execution and special projects
Deposits: Collaborates with Relationship Manager and Treasury Management Officer to determine best deposit solutions
Opens/Closes new deposit products
Collects, reviews, and scans all necessary KYC (Know Your Customer)
Works closely with Treasury Management (TM) Team to successfully onboard new clients
Provides guidance to deposit client and route to appropriate TM resource for servicing
Pulls daily Non-Sufficient Funds (NSF/Overdrafts)
Processes deposit account maintenance
Completes deposit account research and requests
Completes exception interest rate approvals and adjustments, analysis grouping, and analysis fee waivers
Credits/Loans: Acts as liaison between Credit Products Underwriting, Loan Fulfillment, Capital Markets, and the Relationship Management teams
Conducts and assists in loan due diligence including collecting documentation, attorney intake forms, and record keeping, etc.
Assists with due diligence for letter of credit closing (i.e., new, renewal, modification)
Assists in clearing Post-Closing Loan Documentation Exceptions
Processes loan payments
Provides notary services
Compliance/Regulatory: Maintains data integrity in all applicable systems
Collects client information on all applicable parties and entities
Obtains and reviews entity documentation for all applicable clients/parties to transaction
Completes Beneficial Ownership (BO) Certification Forms
Reporting: Manages data organization within RGA to ensure client records are properly grouped for accurate 360 reporting
Compiles reports for Relationship Manager(s) such as Overdrafts Report, Maturities, Past Due and Exception Reporting
Provides back up support to other Real Estate Relationship Specialists and may guide and/or train less experienced Relationship Specialists