CRE Real Estate Loan Support Specialist

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

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.