Wealth Management Middle Office Specialist
Regions Bank
- Hoover, AL
- Permanent
- Full-time
- Analyze and review loan paperwork for discretionary trust accounts
- Review pre-acceptance documents from Trust Advisors for new loans
- Ensure timely receipt of documents from Trust Advisors to set up loan in Petro Data
- Listen to weekly PTWG of upcoming loans that may need to come to NRRE
- Maintain daily balance and review for timely processing of payments/remittance of loans
- Monthly reporting of Delinquent Loans
- Demonstrates an ability to perform tasks and duties with minimal management supervision
- Familiarity with Loans, Promissory Notes, and Mortgages for Trust accounts
- Excellent organizational skills
- 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