Client Relations & Funding Coordinator

Regions Bank; Portland (ME); On-site; USD 55,000 - 67,000; Full time

Benefits offered by this job

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

Job summary

Regions Bank, via its Ascentium Capital division, seeks a Sales Coordinator to support business development and client retention across the assigned region. This full-time role collaborates with account executives and operations, prepares regular reports, and helps structure and close lease/loan transactions.

The position requires a Bachelor’s degree or equivalent experience, strong communication skills, and proficiency with Microsoft Office.

Qualifications

• Bachelor’s degree in a relevant field or equivalent experience.
• Strong ability to manage multiple evolving priorities and meet deadlines.
• Proficiency with Microsoft Office Suite and data reporting.

Responsibilities

• Supports account executives to nurture existing client relationships.
• Prepares weekly, monthly, or quarterly reports as required.
• Acts as liaison between clients, account executives, and operations staff.
• Prepares documentation for transaction structure and pricing.
• Facilitates funding and resolves issues to close leases/loans.
• Communicates status with vendors, brokers, and customers.

Skills

Multitasking

Time management

Teamwork

Communication

Microsoft Office

Education

Bachelor’s degree

High School Diploma or GED with 3 years related experience

Tools

Excel

Word

PowerPoint

Outlook

Job description

Regions Bank, via its Ascentium Capital division, seeks a Sales Coordinator to support business development and client retention across the assigned region. This full-time role collaborates with account executives and operations, prepares regular reports, and helps structure and close lease/loan transactions.

The position requires a Bachelor’s degree or equivalent experience, strong communication skills, and proficiency with Microsoft Office.