Talent.com
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
job_description.job_card.variable_hours_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

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

    serp_jobs.job_alerts.create_a_job

    Capital Markets Servicing Specialist • Pasadena, CA, US

    Job_description.internal_linking.related_jobs
    Client Service Representative

    Client Service Representative

    Element Materials Technology • Huntington Beach, CA, United States
    serp_jobs.job_card.full_time
    Element has an exciting opportunity for a Client Services Representative to join our growing team.This individual will play a key role in building client loyalty by developing and managing relation...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Executive Director

    Executive Director

    Confidential • Altadena, CA, US
    serp_jobs.job_card.full_time
    Mission-driven land conservancy.Non-Profit Organization Management.The Company is seeking a Senior Data Scientist to join their team. The successful candidate will be responsible for leading the dev...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    District Manager - Life / Health Licensed | Build Leaders. Grow Your Business. Create Financial Freedom.

    District Manager - Life / Health Licensed | Build Leaders. Grow Your Business. Create Financial Freedom.

    InsuranceJobs.com • Los Angeles (County), California, United States
    serp_jobs.job_card.full_time
    At Optavise, leadership is about creating opportunities for yourself and the people you develop.As a District Manager, you’ll have the freedom to grow your business, mentor new agents, and cr...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Business Services Representative (Small Business Specialist)

    Business Services Representative (Small Business Specialist)

    First Citizens Bank • West Covina, CA, US
    serp_jobs.job_card.full_time
    At First Citizens Bank, together we become better.We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work.The Business Servi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Power Platform Specialist II

    Power Platform Specialist II

    Cambro Manufacturing • Huntington Beach, CA, United States
    serp_jobs.job_card.full_time
    First Shift (United States of America).The Power Platform Specialist II is responsible for designing, configuring, and supporting solutions across the Microsoft ecosystem, with a strong emphasis on...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    AP Specialist

    AP Specialist

    iDC Logistics Inc • Walnut, CA, United States
    serp_jobs.job_card.full_time
    The AP Specialist supports the accounting functions of a fast paced and growing business, providing high-level support and customer service company-wide. This position is responsible for all phases ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Business Analyst (Operations & Medicare)

    Business Analyst (Operations & Medicare)

    Irvine Technology Corporation • Santa Ana, CA, US
    serp_jobs.job_card.full_time
    Business Analyst (Operations & Medicare).We are seeking a highly motivated and detail-oriented Healthcare Business Analyst to provide operational and project support across key areas, with a fo...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    eCommerce Global Payment Strategy & Operations Specialist

    eCommerce Global Payment Strategy & Operations Specialist

    Trimble • Westminster, California, USA
    serp_jobs.job_card.full_time
    Commerce Global Payment Strategy & Operations Specialist.The eCommerce Global Payment Strategy & Operations Specialist will serve as a key partner to eCommerce Sales ePayments Credit & ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Payroll Specialist

    Payroll Specialist

    Vaco by Highspring • Altadena, California, United States
    serp_jobs.job_card.full_time
    Payroll Specialist who will be responsible time keeping records of employees’ hours worked as well as any deductions or withholdings required to comply with state and federal laws in all of our mar...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Specialist Series Pool Ad

    Specialist Series Pool Ad

    University of California - Irvine • Orange, CA, United States
    serp_jobs.job_card.full_time
    A reasonable estimate for this position is $55,000-$194,800.See table Specialist Series - Exempt.Friday, Nov 7, 2025 at 11 : 59pm (Pacific Time). Applications received after this date will be reviewed...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Manager, Client Service

    Manager, Client Service

    Mercer Advisors • Newport Beach, California, USA
    serp_jobs.job_card.full_time
    For 40 years Mercer Advisors has worked with families to help them amplify and simplify their financial lives.How By integrating financial planning investment management tax estate insurance and mo...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Oncology Sales Specialist (Lung) - Los Angeles S / Irvine, CA

    Oncology Sales Specialist (Lung) - Los Angeles S / Irvine, CA

    IQVIA • Anaheim, CA, United States
    serp_jobs.job_card.part_time
    This is an exciting opportunity to join IQVIA as an Oncology Overlay Sales Specialist in partnership with Johnson and Johnson Innovative Medicine Lung Oncology division. The Oncology Overlay Sales S...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Hiring Now - Work from Home - No Experience

    Hiring Now - Work from Home - No Experience

    OCPA • Altadena, California, us
    serp_jobs.filters.remote
    serp_jobs.job_card.part_time +1
    Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies. We guarantee 15-25 hours per week with an hourly pay of bet...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Business Development Center Sales Internet Lead Specialist

    Business Development Center Sales Internet Lead Specialist

    Glendora Chevrolet • Glendora, CA, US
    serp_jobs.job_card.full_time
    Job Title : Business Development Center Sales Internet Lead Specialist Department : Business Development Center Reports to : Internet Manager / General Sales Manager FLSA Status : Non-Exempt Direct Repor...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Remote Equity / Option Trader

    Remote Equity / Option Trader

    Maverick Currencies • Santa Ana, CA
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    Top-ranked proprietary trading firm, Maverick Currencies, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online c...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Side Hustle Specialist (Evenings & Weekends)

    Side Hustle Specialist (Evenings & Weekends)

    Finance Buzz • Altadena, California, US
    serp_jobs.job_card.full_time +1
    We’re seeking dependable individuals who want to build a side income alongside their full-time work.This role offers flexible tasks you can perform outside your regular job hours.You’ll be given st...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Financial Clearance Specialist

    Financial Clearance Specialist

    APN Software Services Inc • Irwindale, California, USA
    serp_jobs.job_card.full_time
    Minimum Qualifications & Experience : 2-3 years experience submitting authorizations or insurance eligibility.Minimum Education : High School Diploma. Special Qualifications / Certifications Required : N...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    IT Services - Client Account Manager

    IT Services - Client Account Manager

    Calance • Anaheim, CA, United States
    serp_jobs.job_card.permanent
    Job Title : IT Services - Client Account Manager.Industry : Managed Services Provider.Location : Anaheim, CA (hybrid position). Salary Range : $108,000 - $112,000.Manager focuses on the operational effi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted