Real Estate Assistant I

Trustmark Corporation; Birmingham (AL); On-site; USD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a detail-oriented individual to provide technical expertise in managing real estate loan applications. This role involves supporting the loan process from application through closing, ensuring all documentation is accurate and compliant. The ideal candidate will have a strong understanding of commercial real estate and excellent communication skills. Join a diverse and inclusive workplace that values teamwork and personal growth, where your contributions will be recognized and rewarded. If you're ready to advance your career in a supportive environment, this opportunity is perfect for you.

Qualifications

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

Responsibilities

• Assist in moving real estate loan applications through to closing.
• Manage post-closing activities and service real estate portfolio.
• Perform administrative duties for lenders and managers.

Skills

Interpersonal Skills

Organizational Skills

Communication Skills

Microsoft Word

Microsoft Excel

Education

Junior college/two-year college training

Equivalent job-related experience

Tools

Commercial loan software

Job description

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:

• All activity involved from taking the real estate loan application and moving it to and beyond the closing. This could involve but would not be limited to, 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.
• To assist with all activity after loan closing to successfully service and manage real estate portfolio. This could involve but would not be limited to, booking documentation, processing draws, exception processing for financial statements and collateral documents, follow-up on recordings, appraisals, insurance, and other financial documentation.
• Perform various administrative duties as needed for lenders and managers to allow them to spend maximum time on sales development and service activity.
• Customer service duties as well as the making of 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 knowledge of commercial real estate collateral, security documentation, lien perfection requirements, and loan compliance regulations required
• 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 Skills
• Organizational Skills
• Communication Skills - verbal and written
• Excellent computer skills in Microsoft Word and Excel

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)