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- Tasks: Assist in moving real estate loan applications from start to successful closing.
- Company: Join a dynamic team focused on real estate and portfolio management.
- Benefits: Enjoy flexible working options and opportunities for professional growth.
- Why this job: Gain hands-on experience in the real estate sector while developing valuable skills.
- Qualifications: Requires two years of relevant experience or junior college training.
- Other info: Ideal for those passionate about customer service and real estate.
The predicted salary is between 28800 - 48000 £ per year.
Overview: 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.
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.
Qualifications:
- 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.
- Knowledge of bank policies, procedures, and commercial loan software preferred OR Retail Bank knowledge including product knowledge and sales skills.
- Knowledge of commercial real estate loan documentation preferred.
- Interpersonal Skills.
- Organizational Skills.
- Communication Skills - verbal and written.
- Time management skills.
- Excellent computer skills in Microsoft Word and Excel.
- Typing skills - Test 35 wpm.
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.
Real Estate Assistant I employer: Trustmark
Contact Detail:
Trustmark Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Real Estate Assistant I
✨Tip Number 1
Familiarise yourself with the real estate loan process. Understanding each step, from application to closing, will help you speak confidently about your knowledge during interviews.
✨Tip Number 2
Network with professionals in the real estate and banking sectors. Attend industry events or join online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 3
Brush up on your customer service skills. Since this role involves assisting clients and making referrals, demonstrating strong interpersonal skills can set you apart from other candidates.
✨Tip Number 4
Gain proficiency in relevant software tools. Familiarity with commercial loan software and Microsoft Excel can give you an edge, as these skills are often crucial for the role.
We think you need these skills to ace Real Estate Assistant I
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in real estate, loan processing, and customer service. Use keywords from the job description to demonstrate that you meet the qualifications.
Craft a Strong Cover Letter: Write a cover letter that explains why you're interested in the Real Estate Assistant I position. Mention specific skills and experiences that align with the responsibilities outlined in the job description.
Showcase Your Skills: Emphasise your organisational, communication, and time management skills in your application. Provide examples of how you've successfully managed similar tasks in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects attention to detail, which is crucial for this role.
How to prepare for a job interview at Trustmark
✨Know Your Loan Processes
Familiarise yourself with the entire real estate loan process, from application to closing. Be prepared to discuss specific steps and your experience with them, as this will demonstrate your technical expertise.
✨Showcase Your Customer Service Skills
Since customer service is a key part of the role, think of examples where you've successfully assisted clients or resolved issues. Highlight your interpersonal skills and how they contribute to a positive client experience.
✨Demonstrate Organisational Skills
Prepare to discuss how you manage multiple tasks and deadlines. Provide examples of how you've organised documentation or handled portfolio management in previous roles to show your ability to keep things running smoothly.
✨Be Ready for Technical Questions
Expect questions about commercial real estate collateral and loan compliance regulations. Brush up on relevant terminology and concepts so you can confidently answer any technical queries during the interview.
