Business Banking Support & Loan Specialist

Trustmark Bank; Jackson (MS); Vor Ort; USD 42.000 - 62.000; Vollzeit

Zusammenfassung

Trustmark Bank is seeking a Business Banking Assistant II to support two or more Relationship Managers in delivering services related to loans, deposits, investments, trusts, and insurance products. The role involves loan closings, portfolio management after closings, and coordinating reviews, renewals, and compliance.

The Level II position emphasizes advanced lending knowledge, document perfection, and cross-department coordination to ensure timely, accurate processing and exceptional client

Qualifikationen

• High school diploma.
• 0

Aufgaben

• Provide administrative support for the department, including phones, scheduling, correspondence, memos, reports, supplies, training, mail, and expense reports.
• Gather information and prepare loan applications, disburse loan advances, quote payoffs, order credit reports, review documents for accuracy and compliance, manage exception lists, coordinate UCCs, Letters of Credit, and sweep accounts.
• Interface with other departments including branches, Loan Operations, CDP, Wire Transfer, Treasury Services, Trust, Compliance, Credit Analysis and Legal.
• Assist customers with general banking functions (post-close) such as transfers, wires, and balancing accounts.
• Provide excellent customer service to clients, internally and externally.
• Perform additional duties as assigned.

Kenntnisse

Customer service

Interpersonal skills

Communication skills

Organizational skills

Multitasking

Time management

Confidentiality

Ausbildung

2-year degree with business administration emphasis

College degree preferred

Tools

Word

Excel

PowerPoint

Outlook

nCino

OnDemand

Jobbeschreibung

Trustmark Bank is seeking a Business Banking Assistant II to support two or more Relationship Managers in delivering services related to loans, deposits, investments, trusts, and insurance products. The role involves loan closings, portfolio management after closings, and coordinating reviews, renewals, and compliance.

The Level II position emphasizes advanced lending knowledge, document perfection, and cross-department coordination to ensure timely, accurate processing and exceptional client