Real Estate Assistant I

Trustmark Bank; Birmingham (AL); On-site; USD 40,000 - 55,000; Full time

Job summary

Join a leading bank as a Real Estate Assistant I, where you'll provide technical expertise in managing loan applications through the real estate process. This role involves supporting lenders, ensuring compliance, and delivering exceptional customer service. Ideal candidates will have strong organizational and communication skills, along with a background in commercial real estate. If you thrive in a dynamic environment and are eager to contribute to a successful team, this position offers a great opportunity for growth.

Qualifications

• Two years of knowledge of commercial real estate collateral and loan compliance regulations.
• Knowledge of bank policies and commercial loan software preferred.

Responsibilities

• Handle all activity from taking the real estate loan application to closing.
• Assist with post-closing activities and manage the real estate portfolio.
• Provide customer service and make referrals to officers.

Skills

Interpersonal skills

Organizational skills

Communication skills

Time management skills

Excellent computer skills

Education

Junior college/two-year college training

Tools

Microsoft Word

Excel

Job description

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Overview

The purpose of this job is to provide technical expertise and assistance in all aspects of moving loan applications through the real estate loan process to successful closing and provide assistance with portfolio management after the loans are closed.

Responsibilities

• Handle all activity involved from taking the real estate loan application through to and beyond the closing, including packaging, assembly, review and analysis, delivery to loan officer, completion of requirements for delivery to CDP, actual closing activity, loan booking, and final review to perfection.
• Assist with post-closing activities to service and manage the real estate portfolio, such as booking documentation, processing draws, exception processing for financial statements and collateral documents, follow-up on recordings, appraisals, insurance, and other financial documentation.
• Perform administrative duties as needed to support lenders and managers, enabling them to focus on sales development and service activities.
• Provide customer service and make referrals/leads to officers and other divisions.

Qualifications

• Junior college/two-year college training or equivalent job-related experience (including documentation, customer contact, loan closing, etc.)
• Two years of knowledge of commercial real estate collateral, security documentation, lien perfection requirements, and loan compliance regulations.
• Knowledge of bank policies, procedures, and commercial loan software preferred, or retail bank knowledge including product knowledge and sales skills.
• Knowledge of commercial real estate loan documentation preferred.
• Interpersonal, organizational, and communication skills (verbal and written).
• Time management skills.
• Excellent computer skills in Microsoft Word and Excel.
• Typing skills - Test 35 wpm.

Physical Requirements/Working Conditions

Must be able to sit for long periods and use a computer keyboard and/or mouse while viewing screens.

Note

This is a brief description and not limited to the responsibilities listed. Management retains the right to modify duties at any time during employment.

Additional Details

• Seniority level: Not Applicable
• Employment type: Full-time
• Job function: Sales and Management
• Industries: Banking

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