Mortgage Sales Support Specialist

2 weeks ago


Brandon, Mississippi, United States Trustmark Full time
Position Overview:
The role focuses on delivering essential administrative assistance to the department team while managing assigned projects effectively.

Key Responsibilities:
  • Execute administrative tasks to support departmental operations, including processing expense requests, managing supply orders, handling mail distribution, answering phone inquiries, and maintaining organized filing systems.
  • Prepare and disseminate reports and documentation as required.
  • Coordinate various projects to aid department personnel.
  • Assist clients in addressing inquiries or concerns.
  • Maintain the business calendar for the manager, ensuring timely reminders for meetings and appointments.
  • Support the Mortgage Market Sales Manager in analyzing financial information, calculating debt ratios, running underwriting processes, and preparing documents for processing.
  • Possess the capability to process files when necessary.
  • Communicate mortgage product alternatives, provide interest rate quotes, accept loan applications, and request follow-up documentation from clients, all under the guidance of the Mortgage Market Sales Manager.
  • Collaborate with the Mortgage Market Sales Manager to facilitate the execution of sales and marketing initiatives, including sales meetings and promotional events.
  • Perform additional tasks as assigned.

Qualifications:
- Minimum of 2 years of prior administrative experience is essential.
- Basic understanding of banking principles.
- Strong interpersonal abilities.
- Effective oral and written communication skills.
- Proficient time management skills to prioritize tasks efficiently.
- Preferred educational background includes a junior college or two-year degree.


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