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 :

Skills and Competencies :

In office expectations Monday-Thursday with every Friday worked remotely. 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.

Job Range Target : Minimum : $59,085.00 USD Median : $74,435.40 USD

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.

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.

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time.

Location Details

Location : Pasadena, California

Equal Opportunity Employer / including Disabled / Veterans