Income Property Finance Customer Service Associate

Regions Financial Corporation Birmingham , AL 35202

Posted 3 months ago

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 for a set period of time. You may review, modify, or update your information by visiting and logging into the careers section of the system.

Job Description:

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.


  • High School degree or GED required


  • 5 years banking experience

Location:Birmingham, Alabama


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Income Property Finance Customer Service Associate

Regions Financial Corporation