Loan Assistant - Real Estate Lending - (Temporary)

Trustmark Corporation; Birmingham (AL); On-site; USD 30,000 - 45,000; Full time

Job summary

Trustmark Corporation is seeking a temporary administrative support role in Birmingham, AL. The position involves assisting CRM officers with relationship management tasks, providing exceptional customer service, and performing various administrative duties such as preparing loan applications and scheduling appointments. Candidates should have a high school diploma and relevant experience.

Qualifications

• Minimum one year of experience in an administrative role preferred.
• Knowledge of commercial lending procedures and practices.
• Demonstrate excellent customer service ability.

Responsibilities

• Assist with day-to-day relationship management tasks.
• Provide administrative support, including coordinating appointments.
• Gather information and prepare loan applications as needed.

Skills

Customer Service

Interpersonal Skills

Organizational Skills

Effective Communication

Time Management

Basic Computer Skills

Education

High school diploma

Two-year degree with business administration emphasis

Job description

The purpose of this job is to assist two or more CRM officers in day to day relationship management tasks to insure overall department goals are met and contribute positively to the department’s cohesiveness and spirit of cooperation.

Please note: This position is a temporary position located in Birmingham, AL.

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, coordinating required training, 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, and work closely with Relationship Managers in attaining and approving collateral releases.

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

• High school diploma required
• Minimum one (1) year of experience preferably in an administrative role or previous FSR banking experience.
• Knowledge of commercial lending procedures and practices
• Knowledge of and basic use of accounting and mathematical skills
• 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
  • Basic computer skills
  • MUST be able to exercise confidentiality with sensitive information
• Two-year degree with business administration emphasis preferred
• Experience in Processing Payments and initiating wires preferred

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

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.

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)