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Capital Markets Servicing Specialist
Capital Markets Servicing SpecialistRegions Financial • Pasadena, CA, US
Capital Markets Servicing Specialist

Capital Markets Servicing Specialist

Regions Financial • Pasadena, CA, US
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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
  • 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 : $74,435.40 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.

    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 at any time. To learn more about Regions' benefits, please visit the career site.

    Location Details

    Location : Playhouse Plaza

    Location : Pasadena, California

    Equal Opportunity Employer / including Disabled / Veterans

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    Servicing Specialist • Pasadena, CA, US

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