Branch Small Business Commercial Loan Fulfillment Specialist- CBG Operations
Listed on 2026-01-12
-
Finance & Banking
Financial Analyst, Banking & Finance
Overview
Branch Small Business Commercial Loan Fulfillment Specialist- CBG Operations
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 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 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
This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.
Requirements- Bachelor’s degree
- Or High School Diploma or GED and two (2) years of related banking experience
- 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
- 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
Full time
Compensation DetailsPay 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.
Minimum
Job Range Target:
$43,500.00 USD
Median
$52,540.00 USD
Incentive Pay Plans
This job is not incentive eligible.
BenefitsRegions 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…
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).