Real Estate Assistant I

Trustmark National Bank; Birmingham (AL); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a Real Estate Assistant I to support the loan application process and portfolio management. In this role, you will assist in moving applications through to closing, ensuring all documentation is in order. You will also handle post-closing activities, manage real estate portfolios, and perform administrative tasks to enable lenders to focus on sales. This position offers a dynamic environment where your organizational and communication skills will shine, contributing to the success of the team and enhancing customer satisfaction.

Qualifications

• Two years knowledge of commercial real estate collateral and loan compliance regulations.
• Excellent communication skills and organizational abilities are essential.

Responsibilities

• Assist in moving loan applications through the real estate loan process.
• Perform various administrative duties to support lenders and managers.
• Provide customer service and make referrals to officers and divisions.

Skills

Interpersonal Skills

Organizational Skills

Communication Skills

Time Management Skills

Excellent Computer Skills

Typing Skills

Education

Junior College/Two-Year College Training

Experience in Customer Contact

Knowledge of Commercial Real Estate

Tools

Microsoft Word

Microsoft Excel

Job description

Real Estate Assistant I

Location

US-AL-Birmingham

Job ID

2025-18468

Category

Administrative/Clerical

Type

Regular Full-Time

Job Grade

7

FLSA Status

Non-Exempt

Working Hours

8am - 5pm

Job Location: Company

Birmingham Commercial RE 13596

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

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
• 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 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.