Commercial Banking Assistant I/II Position Available In Lauderdale, Mississippi

Tallo's Job Summary: The Commercial Banking Assistant I/II position provides support for Commercial Relationship Managers in various aspects of commercial lending processes. Tasks include administrative support, loan application preparation, and customer service. Qualifications for Assistant I include a high school diploma and 2 years of relevant experience, while Assistant II requires a college degree and 5 years of experience. This role demands excellent communication, organizational, and computer skills.

Company:
Trustmark National Bank
Salary:
JobFull-timeOnsite

Job Description

Commercial Banking Assistant I/II
Location
US-MS-Ridgeland | US-MS-Meridian
Posted Date
2 weeks ago
(4/23/2025 4:42 PM)
Job

ID 2025-18416

Category Commercial Banking Type Regular Full-Time Job Grade 7 FLSA Status Non-Exempt Working Hours Monday•Friday 8-5

Job Location:

Company
Commercial Banking•Metro•10242
Overview
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.
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.
Qualifications
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.

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