Regions Bank logo
Capital Markets Customer Service Specialist
full-timeUnited States$59k - $74k

Summary

Location

United States

Salary

$59k - $74k

Type

full-time

Explore Jobs

About this role

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.

Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.

Job Description:

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

  • High School Diploma or GED
  • Two (2) years of administrative, loan, or related experience

Skills and Competencies

  • 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

In office expectations Monday-Thursday with every Friday worked remotely.

Position Type

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:

$74,470.50 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. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.

  • 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 with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.


https://www.regions.com/about-regions/welcome-portal/benefits

Location Details

Playhouse Plaza

Location:

Pasadena, California

Equal Opportunity Employer/including Disabled/Veterans

Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

Other facts

Tech stack
Attention To Detail,Communication,Organizational Skills,Microsoft Office,Teamwork,Research,Data Analysis,Problem Solving,Self-Motivation,Time Management

About 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. Regions serves customers across the South, Midwest and Texas, and through its subsidiary, Regions Bank, operates more than 1,250 banking offices and more than 2,000 ATMs. Additional information about Regions and its full line of products and services can be found at www.regions.com.

Ticker Symbol: RF on the NYSE
Regions' Social Media & Community Guidelines: http://spr.ly/lismcg
Regions' Privacy & Security Policy: http://spr.ly/lipp
https://www.regions.com/help/social-media

Regions Bank, Member FDIC. Equal Housing Lender. NMLS #174490. Only bank deposits are FDIC insured.

Non-Deposit Products including Investments, Securities, Mutual Funds, Insurance Products, Crypto Assets, and Annuities
Are Not FDIC Insured | Are Not Bank Guaranteed | May Lose Value | Are Not Deposits | Are not a condition of any Banking Activity | Are Not Insured by any Government Agency

Equal Opportunity Employer/Including Disabled/Veterans

Regions provides links to other websites or apps for your convenience and does not control the content, services or products provided on the linked website or app, whose Privacy and security policies or procedures may differ. Consult the policies or disclosures on their website.

© 2025 Regions Bank. Regions and the Regions logo are registered trademarks of Regions Bank. The LifeGreen color is a trademark of Regions Bank.

Team size: 10,001+ employees
LinkedIn: Visit
Industry: Banking
Founding Year: 1971

What you'll do

  • The Capital Markets Customer Service Specialist is responsible for processing lender notifications, lien searches, and ensuring timely communication with customers and vendors. This role involves preparing documentation, resolving issues, and adhering to policies for documentation and funding.

Ready to join Regions Bank?

Take the next step in your career journey

Frequently Asked Questions

What does Regions Bank pay for a Capital Markets Customer Service Specialist?

Regions Bank offers a competitive compensation package for the Capital Markets Customer Service Specialist role. The salary range is USD 59k - 74k per year. Apply through Clera to learn more about the full compensation details.

What does a Capital Markets Customer Service Specialist do at Regions Bank?

As a Capital Markets Customer Service Specialist at Regions Bank, you will: the Capital Markets Customer Service Specialist is responsible for processing lender notifications, lien searches, and ensuring timely communication with customers and vendors. This role involves preparing documentation, resolving issues, and adhering to policies for documentation and funding..

Why join Regions Bank as a Capital Markets Customer Service Specialist?

Regions Bank is a leading Banking company. The Capital Markets Customer Service Specialist role offers competitive compensation.

Is the Capital Markets Customer Service Specialist position at Regions Bank remote?

The Capital Markets Customer Service Specialist position at Regions Bank is based in United States, United States. Contact the company through Clera for specific work arrangement details.

How do I apply for the Capital Markets Customer Service Specialist position at Regions Bank?

You can apply for the Capital Markets Customer Service Specialist position at Regions Bank directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about Regions Bank on their website.