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Real Estate Assistant I
Flexible Locations:
Pensacola, FL
or work from 1 other location
Mobile, AL
Type: Regular Full-Time
Job ID: 2024-17256
Category: Administrative/Clerical

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.

  • 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.ย 
  • 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.


  • 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
  • Retail Bank knowledge including product knowledge and sales skills.
  • Interpersonal Skills
  • Organizational Skills
  • Communication Skills โ€“ verbal and written
  • Time management skills
  • Excellent computer skills in Microsoft Word and Excel
  • Typing skills โ€“ Test 35 wpm


  • Knowledge of bank policies, procedures, and commercial loan software preferred
  • Knowledge of commercial real estate loan documentation preferred


Working with Us

Teamwork and the individual contributions of our associates are recognized as the drivers of our success.ย  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.ย  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.ย  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.


If you need assistance with any part of the application process, please send an email to or call 866.213.1418.


Our Hiring Process

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)
  • Drug screen

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