Commercial Banking Assistant I/II jobs in United States
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Trustmark Bank · 1 day ago

Commercial Banking Assistant I/II

Trustmark Bank is seeking a Commercial Banking Assistant I/II to provide support for multiple Commercial Relationship Managers. The role involves administrative support, loan application preparation, and excellent customer service to clients both internally and externally.

BankingFinanceFinancial Services
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H1B Sponsor Likelynote

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

Commercial lending knowledgeBanking procedures knowledgeAdvanced computer skillsAccounting aptitudeInterpersonal skillsOrganizational skillsCommunication skillsTime management skills

Required

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
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

Preferred

Knowledge of general banking and business banking procedures and practices preferred
College degree preferred

Company

Trustmark Bank

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Trustmark is a financial services company providing banking and financial solutions through offices in Alabama, Florida, Georgia, Mississippi, Tennessee and Texas.

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 Company
Total Funding
unknown
1982-09-30IPO

Leadership Team

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Duane Dewey
Chief Executive Officer
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John Shuff
Divisional CFO - Credit & Bank Operations
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Company data provided by crunchbase