Income Property Finance Customer Service Associate

At Regions, the Income Property Finance Customer Service Associate is responsible for coordination and ensuring responsiveness for a variety of operational and administrative questions and needs of IPF clients along with supporting the local market IPF team.

Primary Responsibilities:

• Direct customer facing responsibilities
• General administrative duties as well as reporting
• Responds to direct customer loan and deposit inquiries
• Liaison to the Centralized Loan Administration
• Assists in Exception clearing
• Supports the RM Process (plan Portfolio Development Meetings, maintaining key client lists, partner with Treasury Management, etc.)
• Opens deposit accounts
• Conducts deposit account transfers
• Reviews new loans and renewals for accuracy
• Supports debt products team during loan process
• General office duties as assigned

This position requires the tracking of time and is eligible for overtime under the non-exempt FLSA classification for hours worked in excess of 40 per week.

Requirements:

• High School Diploma or GED

Preferences:

• Five (5) years banking experience

Skills and Competencies:

• Ability to manage multiple priorities
• Ability to learn additional systems as needed
• 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

Position will be onsite 4 days a week Monday-Thursday, every Friday Worked from home.

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: $53,025.00 USD

Median: $66,832.50 USD

Incentive Pay Plans: This job is not incentive eligible.

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

Location Details:

Dallas Uptown

Location: Dallas, Texas

Equal Opportunity Employer/including Disabled/Veterans