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The purpose of this job is to provide support for multi assigned Commercial Relationship Managers in serving the needs of clients and prospects, with regard to loans, deposits, investments, trusts, and insurance products. Support should be provided in all aspects of the commercial lending process to include successful loan closings, and portfolio management subsequent to loan closings. This position will get instructions from the Commercial Banking Support Manager while supporting the assigned Commercial Relationship Managers.
The purpose of this job is to utilize advanced knowledge and experience of acceptable commercial lending practices to provide support for multi Commercial Relationship Managers II or III with (all of the duties of Community Banking Assistant I, plus) complicated portfolio management, perfection of loan documentation, and technical assistance, as needed, to ensure timely and accurate coordination of reviews, loan renewals, loan modifications, exceptions and compliance resolution, and all other aspects of the commercial lending and portfolio management processes. This position will get instructions from the Commercial Banking Support Manager while supporting the assigned Commercial Relationship Managers.
- 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.
Qualifications for Commercial Banking Assistant I
- High school diploma or 2 year degree with business administration emphasis preferred
- Minimum of two (2) years of previous experience as a business banking assistant or relevant general banking or general assistant experience
- Knowledge of general banking and business banking procedures and practices preferred
- Accounting and mathematical aptitude
- Due to the critical element of customer exposure, the qualified associate must demonstrate excellent customer service ability in addition to each of the following:
- 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
Qualifications for Commercial Banking Assistant II
- College degree preferred
- 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
- Accounting and mathematical aptitude
- Due to the critical element of customer exposure, the qualified associate must demonstrate excellent customer service ability in addition to each of the following:
- Excellent interpersonal skills
- Excellent organizational skills with demonstrable ability to effectively multitask
- Excellent communication skills (verbal and written) while demonstrating ability to effectively use lending terminology
- Excellent time management skills
- Advanced computer skills, including proficiency in Word, Excel, PowerPoint, and other bank systems (such as nCino, OnDemand, Outlook,) necessary to perform tasks
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.
If you need assistance with any part of the application process, please send an email to careers@trustmark.com 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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