Trustmark Bank · 2 weeks ago
Real Estate Assistant I/II
Homewood, AL
Full-time
Onsite
Entry, Mid Level
2+ years expTrustmark Bank is seeking a Real Estate Assistant to provide technical expertise in moving loan applications through the real estate loan process to successful closing. The role involves assisting with portfolio management and various administrative duties to support lenders and managers.
BankingFinanceFinancial Services
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
Perform additional duties as assigned
Responsible for assisting with all activity after loan closing to successfully service and manage real estate portfolio, including processing draws and exceptions, reviewing credit ratings, tracking commitment letters and expirations, past dues, etc
Responsible for coordination and perfection of loan documentation after approval, including attorney, inspector, etc
Responsible for reviewing credit rating/recommendations, ensuring timely renewals, modifications, extensions, etc. Managing loan renewals, including negotiating terms and handling renewal through the approval process and closing
Responsible for ensuring accuracy in portfolio, past dues, exceptions, and other responsibilities directly related to portfolio management
Responsible for representing CRM in OCC and Loan Review, as needed, as it related to portfolio quality and exceptions
Training and possible management of REA (level I) and RE Secretaries as assigned
Qualification
Required
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
Interpersonal Skills
Organizational Skills
Communication Skills - verbal and written
Time management skills
Excellent computer skills in Microsoft Word and Excel
Minimum two (2) years prior experience as a Real Estate Assistant I or experience in commercial real estate collateral, security documentation, lien perfection requirements, and loan compliance regulations
The ability or experience working with loan systems to help bring loan packaging requirements to completion
In-depth and functional understanding of Commercial Real Estate and hands-on experience in related loan documentation
Preferred
Knowledge of bank policies, procedures, and commercial loan software
Retail Bank knowledge including product knowledge and sales skills
Knowledge of commercial real estate loan documentation
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
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
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