Monetary Loan Transactions Specialist

Job Description

At Regions, the Corporate Loan Fulfillment Specialist orchestrates the closing process for all members of the Relationship Team and vendors associated with each loan, 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 third parties.

• Draft and review loan documentation for high‑complexity commercial loans in a multi‑state environment
• Engage with the deal team on forecasting loan pipeline activity and provide due diligence requirements as loans are assigned
• Review attorney‑prepared loan packages for syndicated loans, often with Regions serving as the agent bank
• Understand the risks associated with closing various types of commercial loans
• Obtain the necessary documents to evidence the debt and secure the loan
• Ensure the loan is closed per loan approval and that supporting documentation conforms to loan approval and policy
• Identify potential issues related to documentation, policy or regulatory requirement and remediate prior to closing
• Communicate frequently with business partners throughout the closing process
• Comply with departmental performance level metrics
• Contribute to the formulation of plans to mitigate risks
• Understand the client’s needs and identify opportunities to improve and resolve client service issues related to the extension of commercial credit
• Serve in a problem‑solving capacity by providing client service for loan products
• Address loan setup issues promptly to ensure system data integrity
• Partner with Real Estate Banking, Regions Equipment Finance, Specialized & Diversified Industries, and Problem Asset Management segments as required
• Support timely loan booking and disbursement of proceeds in accordance with loan approval and packaging of loan documents

• High School Diploma or GED
• At least two years of related financial services industry experience

• Bachelor’s degree
• General knowledge of insurance requirements and other property due diligence needed for real estate transactions
• General knowledge of syndicated transactions and ability to collaborate with Capital Markets and other lenders for agent and non‑agent deals
• Previous Commercial Banking and/or Commercial Equipment Leasing experience

• Excellent customer service skills
• Knowledge of commercial credit, regulatory (including BSA/AML, OFAC, Flood Regulations), and documentation policies
• Strong interpersonal, verbal, and written communication skills
• Excellent time management
• Highly organized, detail‑oriented, and capable of managing multiple projects under time constraints
• Sense of urgency in responding to requests

Full time

Riverchase Complex North Building, Hoover, Alabama

Equal Opportunity Employer/including Disabled/Veterans

• 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