Syndicated Loan Fulfillment Specialist - CBG Operations

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.

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Job Description :

At Regions, the Commercial Loan Fulfillment Specialist - CBG Operations will orchestrate the closing process for all members of the Relationship Team and vendors associated with each loan. The closing process entails providing assistance by completing, collecting, and analyzing documents necessary for the extension of credit, booking the loan, resolving documentation exceptions post-closing, and interacting with borrowers, outside counsel, bank associates, and a variety of third parties.

Primary Responsibilities

Drafts and reviews loan documentation ranging from simple to high volume or high complexity for commercial purpose loans in a multi-state environment

Understands the risks associated with closing various types of commercial loans

Supports and facilitates the loan closing process for highly complex loans including both bilateral and syndicated loans

Obtains the necessary documents to evidence the debt and secure the loan

Ensures the loan is closed per loan approval and that supporting documentation conforms to loan approval and policy

Identifies potential issues related to documentation, policy, or regulatory requirement and remediate prior to closing

Communicates frequently with business partners throughout the closing process

Complies with departmental performance level metrics

Contributes to the formulation of plans to mitigate risks

Understands the client's needs and identify opportunities to improve and resolve client service issues related to the extension of commercial credit

Serves in a problem-solving capacity by providing client service for loan products

Addresses loan setup issues promptly to ensure system data integrityPartners with one (1) or more of the following segments : Commercial Banking, Branch Small Business, Private Wealth, Real Estate Banking (includes Home Builder Finance, Income Property Finance, Affordable Housing, Real Estate Corporate Banking), Regions Equipment Finance, Specialized and Diversified Industries, and Problem Asset Management

Supports Real Estate Banking, Regions Equipment Finance, Specialized and Diversified Industries, and Problem Asset Management includes ensuring loans are booked timely, disbursing loan proceeds in accordance with loan approval and packaging loan documents

Assists periodically with the training of team members in areas but not limited to loan documentation and compliance

This position requires the tracking of time and is eligible for overtime hours worked more than 40 per week under the Fair Labor Standards Act.

Requirements

High School Diploma or GED

Eight (8) years of related banking experience

Preferences

Bachelor's degree

Extensive Commercial Banking and / or Commercial Equipment Leasing Experience

Elevated knowledge of insurance requirements and other property due diligence necessary for real estate transactions

Elevated knowledge of syndicated transaction and the ability to collaborate with Capital Markets and other lenders for agent and non-agent deals if supporting Real Estate Banking, Regions Equipment Finance, Specialized & Diversified Industries, and Problem Asset Management

Skills and Competencies

Ability to provide excellent customer service

Expresses strong interpersonal, verbal and written communication skills

Highly organized, detail-oriented, and can manage multiple projects under time constraints

Illustrates excellent time management

Knowledge of commercial credit, regulatory (including Bank Secrecy Act - Anti Money Laundering Software (BSA / AML), Beneficial Ownership, Office of Foreign Assets Control (OFAC), Flood Regulations) and documentation policies

Responds with a sense of urgency

Strong analytical and problem-solving skills

This role may be filled at other locations within Region's footprint.

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 :

$49,880.00 USD

Median : $62,651.00 USD

Incentive Pay Plans :

This job is not incentive eligible.

Benefits Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. (https : / / www.regions.com / about-regions / benefits / benefits-eligibility) 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

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.

https : / / www.regions.com / welcometour / benefits.rf

Location Details

Greenway Plaza

Location : Houston, Texas

Equal Opportunity Employer / including Disabled / Veterans

Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.