CRE Loan Specialist I — Client Relations & Ops

Trustmark National Bank; Jackson (MS); On-site; USD 42,000 - 64,000; Full time

Job summary

Trustmark National Bank in Jackson, MS is looking for a Commercial Real Estate Loan Specialist I to support two or more CRE lenders with day-to-day relationship management and administrative duties. You will help with deposit openings, document collection, and coordinating credit reports and disbursements.

You’ll interface with branches, operations, compliance, legal, and other teams, ensuring accurate processing while delivering excellent client service and maintaining confidentiality.

Qualifications

• High School Diploma or GED.
• 1 year retail or other banking experience.
• Knowledge of opening deposit accounts.
• Knowledge of payment processing.
• Demonstrate excellent customer service, interpersonal, organizational and communication skills.
• Must maintain confidentiality of sensitive information.
• Basic Microsoft Word, Excel, and Outlook skills.
• Commercial lending experience preferred.
• FIS preferred.

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.

Skills

Customer service

Interpersonal skills

Organizational skills

Verbal & written communication

Time management

Confidentiality

Microsoft Word

Excel

Outlook

Education

High School Diploma or GED

Tools

FIS

Job description

Trustmark National Bank in Jackson, MS is looking for a Commercial Real Estate Loan Specialist I to support two or more CRE lenders with day-to-day relationship management and administrative duties. You will help with deposit openings, document collection, and coordinating credit reports and disbursements.

You’ll interface with branches, operations, compliance, legal, and other teams, ensuring accurate processing while delivering excellent client service and maintaining confidentiality.