Credit Products Corporate Loan Fulfillment Specialist

Regions Financial Corporation; Atlanta (GA); Vor Ort; USD 55.000 - 67.000; Vollzeit

Zusammenfassung

Regions in Atlanta, GA is seeking a Credit Products Corporate Loan Fulfillment Specialist to orchestrate the closing process for commercial loans across multiple states. You will draft, collect, and analyze documents, ensuring compliance with loan approvals and policy while coordinating with borrowers, counsel, and partners.

You will engage with deal teams on pipeline forecasting, review syndicated loan packages, and remediate documentation issues to support accurate and timely closings.

Qualifikationen

• High School Diploma or GED
• Eight (8) years of related financial services industry experience
• Advanced knowledge of insurance requirements and other property due diligence for real estate transactions
• Advanced knowledge of syndicated transactions and collaboration with Capital Markets and other lenders

Aufgaben

• Drafts and reviews loan documentation for high complexity commercial loans in a multi-state environment
• Engages with the deal team on forecasting loan pipeline activity and provides due diligence requirements as loans are assigned
• Reviews attorney prepared loan packages for syndicated loans, often with Regions serving as the agent bank
• 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 requirements and remediates 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 identifies 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 Real Estate Banking, Regions Equipment Finance, Specialized and Diversified Industries, and Problem Asset Management through the timely booking of loans, accurate disbursement of loan proceeds and the preparation and packaging of loan documentation
• Leads the training of team members in loan documentation and compliance

Kenntnisse

Customer service

Regulatory knowledge

Communication skills

Time management

Attention to detail

Problem solving

Analytical skills

Ausbildung

Bachelor’s degree

High School Diploma or GED

Tools

BSA/AML Software

Jobbeschreibung

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.

At Regions, the Credit Products Corporate Loan Fulfillment Specialist orchestrates the closing process for all members of the Relationship Team and vendors associated with each loan. The closing process entails providing assistance by completing, collecting, and analyzing documents necessary for the extension of credit, booking the loan, resolving documentation exceptions post-closing, and interacting with borrowers, outside counsel, bank associates, and a variety of third parties.

Primary Responsibilities

• Drafts and reviews loan documentation for high complexity commercial loans in a multi-state environment

• Engages with the deal team on forecasting loan pipeline activity and provides due diligence requirements as loans are assigned

• Reviews attorney prepared loan packages for syndicated loans, often with Regions serving as the agent bank

• 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 requirements and remediates 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 identifies 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: Real Estate Banking (including Home Builder Finance, Income Property Finance, Affordable Housing, Real Estate Corporate Banking), Regions Equipment Finance, Specialized and Diversified Industries, and Problem Asset Management

• Supports Real Estate Banking, Regions Equipment Finance, Specialized and Diversified Industries, and Problem Asset Management through the timely booking of loans, accurate disbursement of loan proceeds in accordance with loan approvals, and the preparation and packaging of loan documentation

• Leads the training of team members in areas such as loan documentation and compliance

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.

Requirements

• High School Diploma or GED

• Eight (8) years of related financial services industry experience

• Advanced knowledge of insurance requirements and other property due diligence necessary for real estate transactions

• Advanced knowledge of syndicated transactions and the ability to collaborate with Capital Markets and other lenders for agent and non-agent deals

Preferences

• Bachelor’s degree

• Previous Commercial Banking and/or Commercial Equipment Leasing Experience

Skills and Competencies

• 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 skills

• Highly organized, detail-oriented, and able to manage multiple projects under time constraints

• Responds with a sense of urgency

• Strong analytical and problem-solving skills

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:

$60,900.00 USD

50th Percentile:

$76,492.50 USD

Incentive Pay Plans:

This job is not incentive eligible.

Location:

Atlanta, Georgia

Equal Opportunity Employer/including Disabled/Veterans