Real Estate Banking Relationship Specialist

Job Description

At Regions, the Real Estate Banking Relationship Specialist provides general administrative and sales support to Real Estate Banking Relationship Managers and renders an extraordinarily high level of services to corporate bank clients.

• Acts as the primary point of contact for the Real Estate Banking clients and managing all servicing requests related to the client’s overall banking relationship

• Performs daily support activities related to client relationships and keeping the respective Relationship Managers (RMs) informed of client activity and interactions, as appropriate

• Responsible for data integrity for the overall portfolio ensuring that discrepancies are identified and resolved in a timely and efficient manner

• Effectively communicates, internally and externally, to resolve client issues and concerns

• Demonstrated ability to manage multiple priorities in a changing, fast paced environment

• Supports the Relationship Manager(s) with miscellaneous administrative tasks

• Assists with event execution and special projects

• Deposits:

• Collaborates with Relationship Manager and Treasury Management Officer to determine best deposit solutions

• Opens/Closes new deposit products

• Collects, reviews, and scans all necessary KYC (Know Your Customer)

• Works closely with Treasury Management (TM) Team to successfully onboard new clients

• Provides guidance to deposit client and route to appropriate TM resource for servicing

• Pulls daily Non-Sufficient Funds (NSF/Overdrafts)

• Processes deposit account maintenance

• Completes deposit account research and requests

• Completes exception interest rate approvals and adjustments, analysis grouping, and analysis fee waivers

• Credits/Loans:

• Acts as liaison between Credit Products Underwriting, Loan Fulfillment, Capital Markets, and the Relationship Management teams

• Conducts and assists in loan due diligence including collecting documentation, attorney intake forms, and record keeping, etc.

• Assists with due diligence for letter of credit closing (i.e., new, renewal, modification)

• Assists in clearing Post-Closing Loan Documentation Exceptions

• Processes loan payments

• Provides notary services

• Compliance/Regulatory:

• Maintains data integrity in all applicable systems

• Collects client information on all applicable parties and entities

• Obtains and reviews entity documentation for all applicable clients/parties to transaction

• Completes Beneficial Ownership (BO) Certification Forms

• Reporting:

• Manages data organization within RGA to ensure client records are properly grouped for accurate 360 reporting

• Compiles reports for Relationship Manager(s) such as Overdrafts Report, Maturities, Past Due and Exception Reporting

• Provides back up support to other Real Estate Relationship Specialists and may guide and/or train less experienced Relationship Specialists

• High School Diploma or GED and six (6) years general banking experience

• Or a Bachelor’s degree in a related field and two (2) years of banking or client support experience

• Bachelor’s degree in a related field and two (2) years of banking or client support experience

• Ability to communicate effectively with team members and management while understanding confidentiality to sensitive information

• Ability to develop and maintain effective working relationships with internal and external partners

• Demonstrated ability to independently identify goals; prioritize tasks and execute tasks to meet deadlines

• Demonstrated ability to manage multiple priorities in changing, fast-paced environment

• Demonstrates administrative experience, time management and troubleshooting skills

• Exceptional customer service skills, over the phone and in person, with our customers and internal departments

• Proactively seeks opportunities to execute tasks effectively, without direct supervision

• Proficient in Microsoft Office

• Proven experience working independently with minimal supervision

• Strong organization skills and able to think analytically

Full time

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for…