Branch Small Business Commercial Loan Fulfillment Specialist- CBG Operations jobs in United States
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Regions Bank · 1 day ago

Branch Small Business Commercial Loan Fulfillment Specialist- CBG Operations

Regions Bank is a company that values performance-driven individuals and offers opportunities for career growth. The Credit Products Commercial Loan Fulfillment Specialist is responsible for orchestrating the closing process for commercial loans, ensuring compliance with documentation and policy, and providing excellent client service throughout the loan process.

BankingInsurance
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H1B Sponsor Likelynote

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

Qualification

Commercial credit knowledgeLoan documentation draftingRegulatory compliance knowledgeCustomer service skillsAnalytical skillsTime managementInterpersonal skillsProblem solvingDetail-orientedCommunication skills

Required

Bachelor's degree
Or High School Diploma or GED and two (2) years of related banking experience
Ability to provide excellent customer service
Demonstrates 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
Demonstrates strong interpersonal, verbal and written communication skills
Excellent time management
Highly organized, detail-oriented, and is able to manage multiple projects under time constraints
Responds with a sense of urgency
Strong analytical and problem solving skills

Preferred

General knowledge of insurance requirements and other property due diligence necessary for real estate transactions
General 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, Real Estate Corporate Banking), Regions Equipment Finance, Specialized & Diversified Industries, and Problem Asset Management
Previous Commercial Banking and/or Commercial Equipment Leasing Experience

Benefits

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

Company

Regions Bank

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Regions Financial Corporation is a member of the S&P 500 Index and is one of the nation’s largest full-service providers of consumer and commercial banking, wealth management, and mortgage products and services.

H1B Sponsorship

Regions Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (37)
2024 (40)
2023 (41)
2022 (42)
2021 (32)
2020 (30)

Funding

Current Stage
Late Stage
Total Funding
unknown
2018-04-06Acquired

Leadership Team

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Brian Happel
Executive Vice President and Fort Worth Market CEO
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Daniel Hobbs
Executive Vice President, Head of Corporate Finance and Business Lines CFO
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Company data provided by crunchbase