Trustmark Bank · 2 weeks ago
Commercial Banking Assistant I/II
Houston, TX
Full-time
Onsite
Entry, Mid Level
2+ years expTrustmark Bank is seeking a Commercial Banking Assistant I/II to support Commercial Relationship Managers in serving clients' needs related to loans, deposits, and investments. The role involves administrative support, preparing loan applications, and providing excellent customer service while interfacing with various departments.
BankingFinanceFinancial Services
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, training new associates, 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, manage exception list, work closely with Relationship Managers in attaining and approving collateral releases, complete, file and release Universal Commercial Code (UCCs), complete application for Letters of Credit, and retrieve and utilize information on sweep accounts
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
Qualification
Required
High school diploma
Minimum of two (2) years of previous experience as a business banking assistant or relevant general banking or general assistant experience
Accounting and mathematical aptitude
Excellent customer service ability
Excellent interpersonal skills
Good organizational skills with demonstrable ability to multitask
Good communication skills (verbal and written) while demonstrating ability to use lending terminology
Good time management skills
Intermediate computer skills, including function ability with Word, Excel, and preferably other bank systems (such as nCino, OnDemand, Outlook, etc.) necessary to perform tasks (typing skills- test 30 wpm)
MUST be able to exercise confidentiality with sensitive information
Minimum of five (5) years of experience as a Community Banking Assistant I or proven equivalent
Knowledge of advanced banking and commercial lending procedures and practices
Familiarity with legal concepts involving commercial lending and knowledge of when and whom to forward escalated concerns
Functional understanding of UCCs, Deeds of Trust, Borrowing Base Certificates, Letters of Credit, and Sweep Accounts
Advanced computer skills, including proficiency in Word, Excel, PowerPoint, and other bank systems (such as nCino, OnDemand, Outlook,) necessary to perform tasks
Preferred
2-year degree with business administration emphasis
Knowledge of general banking and business banking procedures and practices
College degree
Company
Trustmark Bank
Trustmark is a financial services company providing banking and financial solutions through offices in Alabama, Florida, Georgia, Mississippi, Tennessee and Texas.
1001-5000 employees
H1B Sponsorship
Trustmark Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
2021 (1)
2020 (1)
Funding
Current Stage
Public CompanyTotal Funding
unknown1982-09-30IPO
Leadership Team
Duane Dewey
Chief Executive Officer
John Shuff
Divisional CFO - Credit & Bank Operations
Recent News
Business Wire
2026-01-16
2025-10-29
Company data provided by crunchbase