Trina Haire
Spring,TX
Summary
Dedicated Commercial Banking Assistant with over 19 years of professional experience and detail-oriented in loan processing and funding in Commercial Real Estate deals, Construction Loans, Revolving Lines of Credit and Consumer Loans. Proven track record efficiently handing dailey transactions and resolving discrepancies to enhance the best customer service satisfaction. Skilled in attention to detail and customer service, effectively managing transactions and supporting loan applications to enhance banking operations.
Overview
19
19
years of professional experience
1990
1990
years of post-secondary education
Work History
Commercial Banking Assistant II
Trustmark Bank
The Woodlands, Texas
05.2007 - 11.2025
- Assisting customers with account inquiries, maintenance and transaction processing including in opening Consumer and Commercial accounts
- Provided support during loan application processes and documentation collection for Commercial Real Estate loans, Commercial Construction loans, Commercial & Consumer Revolving and Non-Revolving Line of Credit loans, Commercial Equipment loans, and Auto loans to be in compliance for underwriting, funding and booking.
- Monitor and reports on loan payments, payments that are past due, overdrawn accounts, and NSFs on a daily basis
- Prepares all the necessary entries to book loans including loan proceeds wire, check or deposit to account
- Provide excellent customer service to all clients (internally and externally) on a daily basis to assist with inquires, debit/credit accounts and wire transfers
- Request and coordinates with internal departments to ensure that all loan documents are prepared in accordance with deadlines and compliance
- Coordinates all aspects of loan processing and closings, including correspondence with title companies, attorneys, appraiser, and other outside professionals to ensure that deadlines are maintained
- Compliance with established policies and procedures for commercial lending and follow appropriate controls to prudent behavior which is in compliance with the bank's risk appetite including loan and credit quality
- Pull credit reports, UCC lien and title searches
- Work tickler exception reports to clear loan exceptions for insurance policies staying current, proper recording deed of trust to be in compliance, UCC liens to be current and extended, liens placed on titles, and title loan policies, maturity reports up coming loan renewals, past due loans and making sure all current loan payments at month end are collected including loan renewals
- Request financials from customers monthly, quaterly and year in to stay in compliance and up to date with current financials on file
Education
Mac Arthur High School
Houston , TxSkills
- Cash management
- Loan processing
- Account reconciliation
- Transaction handling
- Financial compliance
- Account management
- Customer relationship management
- Problem solving
- Effective communication
- Reporting accuracy
- Attention to detail
- Time management
- Team collaboration
- Conflict resolution
- Account servicing
- KTeller transactions
- Account confidentiality
- Communicating bank services
- Exceptional customer service
- Professional ethics
- Multitasking
- Bank Operations Understanding
- Self motivation
- Product knowledge
- Teamwork
- Adaptability and flexibility
- Decision-making
- Fraud detection
- Pleasant and personable
- Keeping customer information confidential
Timeline
Commercial Banking Assistant II
Trustmark Bank
05.2007 - 11.2025
Mac Arthur High School