Commercial Banking Assistant I/II

Trustmark Bank; Ridgeland (MS); On-site; USD 42,000 - 56,000; Full time

Job summary

Trustmark Bank in Ridgeland, MS seeks a Commercial Banking Assistant I/II to support multi-assigned Relationship Managers across loans, deposits, investments, trusts, and insurance products. You will assist in all aspects of the commercial lending process, including closings, and help manage portfolios after closings.

This role requires strong customer service, confidentiality, and the ability to coordinate with various internal teams to ensure accurate documentation and timely service.

Qualifications

• Duties include administrative support, scheduling, correspondence, and expense reports.
• Experience with banking procedures and customer service is preferred.
• Ability to gather loan information and assist in documentation with accuracy.

Responsibilities

• Provide administrative support for the department and staff.
• Coordinate calendars, prepare memos, and process reports.
• Assist with loan applications, closings, and post-close activities.
• Interface with multiple departments and support relationship managers.
• Assist customers with general banking tasks as needed.

Skills

Interpersonal skills

Multitasking

Communication skills

Confidentiality

Organizational skills

Customer service

Education

High school diploma

Two-year degree preferred

College degree

Tools

Word

Excel

PowerPoint

nCino

OnDemand

Outlook

Job description

Overview

The purpose of this job is to provide support for multi assigned Commercial Relationship Managers in serving the needs of clients and prospects, with regard to loans, deposits, investments, trusts, and insurance products. Support should be provided in all aspects of the commercial lending process to include successful loan closings, and portfolio management subsequent to loan closings. This position will get instructions from the Commercial Banking Support Manager while supporting the assigned Commercial Relationship Managers.

Overview

The purpose of this job is to provide support for multi assigned Commercial Relationship Managers in serving the needs of clients and prospects, with regard to loans, deposits, investments, trusts, and insurance products. Support should be provided in all aspects of the commercial lending process to include successful loan closings, and portfolio management subsequent to loan closings. This position will get instructions from the Commercial Banking Support Manager while supporting the assigned Commercial Relationship Managers.

This position may be filled as a I/II based on additional qualifications and responsibilities.

Responsibilities

• Provide administrative support for the department. Duties include, but not limited to answering phones and referring calls to appropriate staff, coordinating officer calendars and scheduling appointments, preparing correspondence, memos, reports, ordering supplies and maintenance requests, training new associates, opening and distributing mail, and preparing expense reports
• Gather information and prepare loan applications, disburse loan advances, accurately quote payoffs, order credit reports, pull financial statements, collect and review documentation for accuracy and compliance prior to submission for processing, manage exception list, work closely with Relationship Managers in attaining and approving collateral releases, complete, file and release Universal Commercial Code (UCCs), complete application for Letters of Credit, and retrieve and utilize information on sweep accounts
• Interface with other departments including branch personnel, Loan Operations, Central Document Processing (CDP), Wire Transfer, Treasury Services, Mail Distribution, Trust, Compliance, Credit Analysis and Credit Operations, and the Legal Department
• Assisting customers with general banking functions (post close) as needed including transferring funds, wires, and balancing checking accounts
• Provide excellent customer service to all clients, internally and externally
• Perform additional duties as assigned.

Qualifications

Qualifications for Commercial Banking Assistant I:

• High school diploma
• Minimum of two (2) years of previous experience as a business banking assistant or relevant general banking or general assistant experience
• Accounting and mathematical aptitude
• Due to the critical element of customer exposure, the qualified associate must demonstrate excellent customer service ability in addition to each of the following:
  • Excellent interpersonal skills
  • Good organizational skills with demonstrable ability to multitask
  • Good communication skills (verbal and written) while demonstrating ability to use lending terminology
  • Good time management skills
  • Intermediate computer skills, including function ability with Word, Excel, and preferably other bank systems (such as nCino, OnDemand, Outlook, etc.) necessary to perform tasks (typing skills- test 30 wpm)
  • MUST be able to exercise confidentiality with sensitive information
• 2-year degree with business administration emphasis preferred
• Knowledge of general banking and business banking procedures and practices preferred

Qualifications For Commercial Banking Assistant II

• Minimum of five (5) years of experience as a Community Banking Assistant I or proven equivalent
• Knowledge of advanced banking and commercial lending procedures and practices
• Familiarity with legal concepts involving commercial lending and knowledge of when and whom to forward escalated concerns.
• Functional understanding of UCCs, Deeds of Trust, Borrowing Base Certificates, Letters of Credit, and Sweep Accounts
• Due to the critical element of customer exposure, the qualified associate must demonstrate excellent customer service ability in addition to each of the following:
  • Excellent interpersonal skills
  • Excellent organizational skills with demonstrable ability to effectively multitask.
  • Excellent communication skills (verbal and written) while demonstrating ability to effectively use lending terminology.
  • Excellent time management skills
  • Advanced computer skills, including proficiency in Word, Excel, PowerPoint, and other bank systems (such as nCino, OnDemand, Outlook, etc.) necessary to perform tasks.
  • MUST be able to exercise confidentiality with sensitive information.

Preferred

• College degree

Physical Requirements/Working Conditions:

Must be able to sit or stand for long periods of time and use computer keyboard and/or mouse, while viewing computer screens. Must be able to lift at least 20 pounds in order to process boxed or bagged coins.

Note:

This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.

Trustmark Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Trustmark Bank employee by a third-party agency and/or search firm without a valid, written search agreement signed by Trustmark, will become the sole property of Trustmark Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.