Commercial Banking Assistant I/II

Trustmark; Ridgeland, Northern (MS, KY); Hybrid; USD 42,000 - 62,000; Full time

Job summary

Trustmark Bank in Ridgeland, MS seeks a Commercial Banking Assistant I/II to provide essential administrative support to Commercial Relationship Managers. The role covers loan applications, documentation, scheduling, and client service to ensure accurate processing and compliance throughout the lending cycle.

Ideal candidates will demonstrate strong organization, multitasking, and confidentiality, with opportunities to assist post-close activities and cross-department collaboration to support

Qualifications

• High school diploma
• 2-year degree with business administration emphasis preferred
• Accounting and mathematical aptitude
• Excellent customer service ability with interpersonal and multitasking skills
• Proficiency in Word and Excel and bank systems (nCino, OnDemand, Outlook) and typing 30 wpm
• Must maintain confidentiality with sensitive information

Responsibilities

• Provide administrative support for the department, including answering phones, scheduling, composing memos, and preparing reports
• Gather information and prepare loan applications, disburse loan advances, quote payoffs, order credit reports, collect financials, and review documents for submission
• Interface with branch personnel and various departments such as Loan Operations, CDP, Wire Transfer, Treasury, Trust, Compliance, Credit Analysis, and Legal
• Assist customers with general banking functions post-close, including transfers and wires
• Provide excellent customer service to clients and staff
• Perform additional duties as assigned

Skills

Excellent customer service

Multitasking

Communication skills

Confidentiality

Organizational skills

Time management

Typing 30 wpm

Education

2-year degree with business administration emphasis preferred

Tools

Word

Excel

nCino

OnDemand

Outlook

Job description

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 organizational skills with demonstrable ability to effectively multitask.
• Excellent communication skills (verbal and written) while demonstrating ability to effectively use lending terminology.
• 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:

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.

Working with Us

Teamwork and the individual contributions of our associates are recognized as the drivers of our success. At Trustmark, we are committed to preserving and advancing a diverse and inclusive workplace, where each associate, customer and shareholder is respected, valued and encouraged to share in our commitment. We make significant investments in our associates so that they may enhance their personal and professional skills, because we want each associate to grow, flourish and fulfill their career aspirations. Come onboard and join our team!

Equal Opportunities for All

Trustmark exemplifies the strength and possibilities that come with a diverse and inclusive team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, marital status, genetic information, pregnancy, national origin, protected veteran, disability status, or any other characteristic protected under applicable law. Trustmark is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment.

Upon accepting a position with Trustmark, the following pre-employment screenings must be completed:

• Verification of employment, education and other data provided by you on your employment application
• Verification of eligibility to work in the US
• Criminal background check
• Credit check (required for certain positions)
• Fingerprinting (required for certain positions)