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Income Property Finance Customer Service Associate

Regions Financial

Income Property Finance Customer Service Associate

full-timePosted: Jan 28, 2026

Job Description

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 in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. 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.

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

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.


https://www.regions.com/about-regions/welcome-portal/benefits



Location Details
Ponce De Leon



Location:
Coral Gables, Florida

Equal Opportunity Employer/including Disabled/Veterans

Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

Locations

  • Miami, FL - Ponce De Leon Operations Center, United States of America

Salary

53,025 - 66,833 USD / yearly

Estimated Salary Rangehigh confidence

53,025 - 66,833 USD / yearly

Source: Disclosed

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • Ability to manage multiple prioritiesintermediate
  • Ability to learn additional systems as neededintermediate
  • Ability to work in a team environment when applicableintermediate
  • Ability to work under pressure and meet deadlinesintermediate
  • Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)intermediate
  • Strong attention to detail and proof-reading skillsintermediate
  • Strong verbal, written communication, and organizational skillsintermediate
  • Strong work ethic and self-motivationintermediate

Required Qualifications

  • High School Diploma or GED (experience)
  • Five (5) years banking experience (preferred) (experience)

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

Benefits

  • general: Paid Vacation/Sick Time
  • general: 401K with Company Match
  • general: Medical, Dental and Vision Benefits
  • general: Disability Benefits
  • general: Health Savings Account
  • general: Flexible Spending Account

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Regions Financial logo

Income Property Finance Customer Service Associate

Regions Financial

Income Property Finance Customer Service Associate

full-timePosted: Jan 28, 2026

Job Description

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 in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. 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.

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

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.


https://www.regions.com/about-regions/welcome-portal/benefits



Location Details
Ponce De Leon



Location:
Coral Gables, Florida

Equal Opportunity Employer/including Disabled/Veterans

Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

Locations

  • Miami, FL - Ponce De Leon Operations Center, United States of America

Salary

53,025 - 66,833 USD / yearly

Estimated Salary Rangehigh confidence

53,025 - 66,833 USD / yearly

Source: Disclosed

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • Ability to manage multiple prioritiesintermediate
  • Ability to learn additional systems as neededintermediate
  • Ability to work in a team environment when applicableintermediate
  • Ability to work under pressure and meet deadlinesintermediate
  • Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)intermediate
  • Strong attention to detail and proof-reading skillsintermediate
  • Strong verbal, written communication, and organizational skillsintermediate
  • Strong work ethic and self-motivationintermediate

Required Qualifications

  • High School Diploma or GED (experience)
  • Five (5) years banking experience (preferred) (experience)

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

Benefits

  • general: Paid Vacation/Sick Time
  • general: 401K with Company Match
  • general: Medical, Dental and Vision Benefits
  • general: Disability Benefits
  • general: Health Savings Account
  • general: Flexible Spending Account

Target Your Resume for "Income Property Finance Customer Service Associate" , Regions Financial

Get personalized recommendations to optimize your resume specifically for Income Property Finance Customer Service Associate. Takes only 15 seconds!

AI-powered keyword optimization
Skills matching & gap analysis
Experience alignment suggestions

Check Your ATS Score for "Income Property Finance Customer Service Associate" , Regions Financial

Find out how well your resume matches this job's requirements. Get comprehensive analysis including ATS compatibility, keyword matching, skill gaps, and personalized recommendations.

ATS compatibility check
Keyword optimization analysis
Skill matching & gap identification
Format & readability score

Answer 10 quick questions to check your fit for Income Property Finance Customer Service Associate @ Regions Financial.

Quiz Challenge
10 Questions
~2 Minutes
Instant Score

Related Books and Jobs

No related jobs found at the moment.