Commercial Real Estate Loan Specialist I

Trustmark; Jackson (MS); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

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Job summary

Trustmark in Mississippi seeks an administrative assistant to support two or more Real Estate Commercial Lenders with day-to-day relationship management. The role involves opening deposit accounts, gathering certification information, order credit reports, processing loan payments, and ensuring accurate documentation.

A focus on excellent customer service is essential. The position requires basic banking knowledge, confidentiality, and strong organizational and communication skills.

Qualifications

• High School Diploma or GED is required.
• 1 year Retail or other banking experience.
• Knowledge of opening deposit accounts.
• Knowledge of payment processing.
• Must demonstrate excellent customer service, interpersonal, organizational, and communication skills; able to maintain confidentiality.

Responsibilities

• Provide administrative support for the department.
• Collaborate with Portfolio Managers & CRE Loan Specialist to gather information for opening new deposit accounts (including Beneficial Ownership Certification).
• Order credit reports.
• Disburse loan advances and process payments.
• Collect and review documentation for accuracy and compliance prior to submission for processing.
• Interface with branch personnel, Loan Operations, Wire Transfer, Treasury Services, and other departments.
• Assist customers with general banking functions, including transfers, wires, and balancing accounts.
• Provide excellent customer service to clients both internal and external.

Skills

Customer service

Interpersonal skills

Organizational skills

Communication skills

Time management

Confidentiality

Commercial lending experience

Education

High School Diploma or GED

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

FIS

Job description

Overview

The responsibilities of this job are to assist two or more Real Estate Commercial Lenders in day-to-day relationship management tasks to ensure overall department goals are met and contribute positively to the department’s cohesiveness and spirit of cooperation.

Responsibilities

• Provide administrative support for the department.
• Work closely with Portfolio Managers & CRE Loan Specialist in gathering information to open new deposit accounts, including Beneficial Ownership Certification information.
• Order credit reports.
• Disburse loan advances and process payments.
• Collect and review documentation for accuracy and compliance prior to submission for processing.
• Interface with other departments including branch personnel, Loan Operations, Wire Transfer, Treasury Services, Mail Distribution, Trust, Compliance, the Legal Department and Closing Attorney’s.
• 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.
• Associates are expected to perform all additional duties as assigned.

Qualifications

• High School Diploma or GED
• 1 year Retail or other banking experience.
• Knowledge of opening deposit accounts
• Knowledge of payment processing
• Due to the critical element of customer exposure, the preferred associate must demonstrate excellent customer service ability in addition to each of the following:
  • Excellent interpersonal skills
  • Organizational skills
  • Effective communication skills(verbal and written)
  • Good time management skills
  • MUST be able to exercise confidentiality with sensitive information.
  • Basic Microsoft Word, Excel, and Outlook skills
  • MUST be able to exercise confidentiality with sensitive information
• Commercial lending experience preferred
• FIS preferred

Physical Requirements & Working Conditions: Must be able to sit for long periods of time and use computer keyboard and/or mouse requiring hand and wrist manipulation, while viewing computer screens.

Disclaimer: Management retains the right to add, delete or modify the responsibilities and qualifications of the position at any time.