CRE Loan Operations & Support Specialist I/II

Trustmark; Mobile (AL); On-site; USD 32,000 - 42,000; Full time

Job summary

Trustmark is seeking an Administrative Assistant to support two or more Real Estate Commercial Lenders in Mobile, AL. The role focuses on day-to-day relationship management, information gathering for deposit openings, and ensuring accuracy in documentation.

Candidates should have banking support experience, strong customer service, and proficient basic Microsoft Office skills. The position emphasizes confidentiality and cross-department coordination while delivering reliable service to clients.

Qualifications

• High School Diploma or GED required.
• 1 year Retail or other banking experience required.
• Knowledge of opening deposit accounts.
• Knowledge of payment processing.
• Excellent customer service ability; strong interpersonal skills, organization, and communication.
• Basic Microsoft Word, Excel, and Outlook skills.
• Commercial lending experience preferred.
• FIS experience preferred.

Responsibilities

• Provide administrative support for the department.
• Assist with gathering information to open new deposit accounts (Beneficial Ownership Certification).
• Order credit reports.
• Disburse loan advances and process payments.
• Collect and review documentation for accuracy and compliance before processing.
• Interface with branches, Loan Operations, Treasury, and other departments.
• Assist customers with general banking tasks and balance checking accounts.
• Provide excellent customer service to clients, internally and externally.
• Perform additional duties as assigned.

Skills

Customer service

Interpersonal skills

Organizational skills

Communication skills

Time management

Confidentiality

Microsoft Office

Education

High School Diploma or GED

Tools

Microsoft Word

Excel

Outlook

FIS

Job description

Trustmark is seeking an Administrative Assistant to support two or more Real Estate Commercial Lenders in Mobile, AL. The role focuses on day-to-day relationship management, information gathering for deposit openings, and ensuring accuracy in documentation.

Candidates should have banking support experience, strong customer service, and proficient basic Microsoft Office skills. The position emphasizes confidentiality and cross-department coordination while delivering reliable service to clients.