Capital Markets Customer Service Specialist

Capital Markets Servicing Specialist

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

Skills and Competencies

• 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

Position Type

Full time

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

Job Range Target:

Minimum: $59,085.00 USD

Median: $74,470.50 USD

Incentive Pay Plans:

This role is eligible to participate in a discretionary incentive plan. Employees have the potential to receive a discretionary award based on performance against defined metrics and goals.

Benefits Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.

• 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

Location Details

Playhouse Plaza

Location: Pasadena, California

Equal Opportunity Employer/including Disabled/Veterans