New

Customer Service Specialist I

Trustmark National Bank

United States, Mississippi, Pearl

Aug 12, 2025

Location

US-MS-Pearl

Job ID

2025-18741

Category

Loan Operations

Type

Regular Full-Time

Job Grade

FLSA Status

Non-Exempt

Working Hours

8am - 5pm

Job Location: Company

Loan Operations - 10037

Overview

The purpose of this job is to respond appropriately, timely, and accurately to the needs of Trustmark's external and internal customers by answering questions and/or resolving problems involving loan accounts.

Responsibilities

Assist external and internal customers with accounts, which includes resolving loan account issues by submitting appropriate maintenance documentation for input to loan system; verifying, quoting, accepting and faxing pay offs; and processing overpayment for customers.

Process and balance loan transactions and payments.
Analyze, conduct research of bank records, and proactively resolve less complicated loan account requests/issues received directly or by referral from Customer Contact Center.
Monitor and correct matured loans and credit line reports as well as reviewing credit line problem statements as alerted by system prior to statement mailing.
Distribute route work.
Perform additional duties as assigned.

Qualifications

High school education/GED and two years customer service experience
Basic knowledge of customer service procedures and techniques (2 years experience)
Functional loan knowledge such as calculating interest, loan-billing transactions, problem solving, balancing transactions, etc.
Knowledge of how to effectively handle a high volume of external and internal inquiries and demands
10 key calculator (test)
Ability to comprehend/interpret questions involving loan accounts and articulate/communicate effective written or verbal response
Ability to recognize barriers to customer satisfaction; proactive in eliminating/overcoming barriers
Detail oriented with an emphasis on accuracy
Computer skills
Time management principles to prioritize workload
Ability to work well under pressure and within tight deadlines
Ability to accurately batch, balance, and process loan transactions
Data Entry test 6,000 key strokes with 10% or less error rate

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.