Regions Bank · 15 hours ago
Capital Markets Customer Service Specialist
Pasadena, CA
Full-time
Hybrid
Entry Level
$59K/yr - $74K/yr
2+ years expRegions Bank is dedicated to providing a career-oriented environment for its associates. The Capital Markets Customer Service Specialist is responsible for processing lender notifications, lien searches, and ensuring the proper closure of lease/loan transactions while communicating with various stakeholders.
BankingInsurance
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
Qualification
Required
High School Diploma or GED
Two (2) years of administrative, loan, or related experience
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
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
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.
10001+ employees
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 StageTotal Funding
unknown2018-04-06Acquired
Leadership Team
Brian Happel
Executive Vice President and Fort Worth Market CEO
Daniel Hobbs
Executive Vice President, Head of Corporate Finance and Business Lines CFO
Recent News
2024-04-30
Business Journals
2024-04-28
Company data provided by crunchbase