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
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
Capital Markets Servicing Specialist • Pasadena, CA, US