Senior Level Real Estate Assistant Jobs
Senior level real estate assistant jobs place experienced professionals in charge of transaction coordination, client relationship management, and the administrative operations that keep high-volume real estate teams running. Opportunities cover 41% remote and hybrid arrangements across Construction & Real Estate, Banking & Financial Services, and Education, with employers like Moore & Van Allen, Regions Bank, and City National Bank of Florida hiring at this level now.
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Showing 5 of 27+ Senior Level Real Estate Assistant jobs
INTRODUCTION
The purpose of this job is to develop and manage commercial loan accounts that meet established lending requirements and maximize profitability to the bank with minimal risk. Provides portfolio maintenance and loan administration in accordance with bank policies.
Responsibilities
- Portfolio management and pricing decisions within credit authority
- Recommendations for credit approval to Senior Loan Committee
- Cross-selling referrals
- Business development strategies, including prospect list development
- Recommend promotional sponsorships to senior management
- Maximizes the department’s profitability through the maintenance of a high-quality loan portfolio. Has credit authority for the largest and most complex portfolio within established limit
- Has a leadership role in the bank’s business development activities. Attracts new business relationships and expands existing business relationships through the call program
- Provides guidance to, and may manage, less experienced relationship managers
- Maintain professional community relations, including leadership roles, to increase the bank’s visibility and new business opportunities, and to further personal development
- Approves or rejects loans exceeding the credit authority of subordinate relationship managers up to approved lending limits.
QUALIFICATIONS
- Bachelor’s degree in business, finance, accounting, related field, or equivalent experience
- Minimum 10 years’ experience managing a commercial loan portfolio with a proven track record in sales ability/aptitude and business development
- Knowledge of pricing models as it relates to profitability of lending unit
- Fully developed understanding of lending and credit approval process as well as pertinent bank policies and external regulations
- Knowledge of sales principles
- Detailed knowledge of credit analysis practice and procedure
- In-depth knowledge of products and services offered by financial services institutions
- Strong analysis, judgment, and communication (oral and written) skills
- Should possess excellent negotiation and problem-solving skills
- Ability to present loan commitments to executive management of customers should be attained prior to this level
- Must possess a high level of analytical skills
- Must possess strong, well developed interpersonal skills
- Ability to be assertive and decisive in arriving at sound business decisions which serve the best interest of the association and the borrower
- Motivation and initiative are essential to this position
- Results-oriented, flexible, and demonstrated ability to prioritize work assignments
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.
Trustmark Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Trustmark Bank employee by a third-party agency and/or search firm without a valid, written search agreement signed by Trustmark, will become the sole property of Trustmark Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.
INTRODUCTION
The purpose of this job is to develop and manage commercial loan accounts that meet established lending requirements and maximize profitability to the bank with minimal risk. Provides portfolio maintenance and loan administration in accordance with bank policies.
Responsibilities
- Portfolio management and pricing decisions within credit authority
- Recommendations for credit approval to Senior Loan Committee
- Cross-selling referrals
- Business development strategies, including prospect list development
- Recommend promotional sponsorships to senior management
- Maximizes the department’s profitability through the maintenance of a high-quality loan portfolio. Has credit authority for the largest and most complex portfolio within established limit
- Has a leadership role in the bank’s business development activities. Attracts new business relationships and expands existing business relationships through the call program
- Provides guidance to, and may manage, less experienced relationship managers
- Maintain professional community relations, including leadership roles, to increase the bank’s visibility and new business opportunities, and to further personal development
- Approves or rejects loans exceeding the credit authority of subordinate relationship managers up to approved lending limits.
QUALIFICATIONS
- Bachelor’s degree in business, finance, accounting, related field, or equivalent experience
- Minimum 10 years’ experience managing a commercial loan portfolio with a proven track record in sales ability/aptitude and business development
- Knowledge of pricing models as it relates to profitability of lending unit
- Fully developed understanding of lending and credit approval process as well as pertinent bank policies and external regulations
- Knowledge of sales principles
- Detailed knowledge of credit analysis practice and procedure
- In-depth knowledge of products and services offered by financial services institutions
- Strong analysis, judgment, and communication (oral and written) skills
- Should possess excellent negotiation and problem-solving skills
- Ability to present loan commitments to executive management of customers should be attained prior to this level
- Must possess a high level of analytical skills
- Must possess strong, well developed interpersonal skills
- Ability to be assertive and decisive in arriving at sound business decisions which serve the best interest of the association and the borrower
- Motivation and initiative are essential to this position
- Results-oriented, flexible, and demonstrated ability to prioritize work assignments
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.
Trustmark Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Trustmark Bank employee by a third-party agency and/or search firm without a valid, written search agreement signed by Trustmark, will become the sole property of Trustmark Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.
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Find JobsSenior Level Real Estate Assistant Job Market
Who's Hiring
Top Industries Hiring
- Construction & Real Estate
- Banking & Financial Services
- Education
- Law & Legal Services
- Accounting & Auditing
Senior Level Real Estate Assistant Jobs: Frequently Asked Questions
How do I get a senior level real estate assistant job?
Employers at this level look for candidates who have owned complex transaction pipelines end to end, not just supported them. Demonstrating that you've trained junior staff, managed relationships with title companies and lenders independently, and improved office workflows gives you a clear edge. A strong portfolio of closed transactions and familiarity with CRM and document management platforms rounds out a competitive application.
Which companies hire senior level real estate assistants?
Companies hiring senior level real estate assistants right now include Moore & Van Allen, Regions Bank, and City National Bank of Florida, based on current listings on Migrate Mate as of November 2026. Hiring at this level tends to concentrate in large residential brokerages, commercial real estate firms, and property management companies with active transaction volume.
Are there remote senior level real estate assistant jobs?
Yes, though availability varies by employer and role scope. About 41% of senior level real estate assistant openings are remote or hybrid as of November 2026, with fully remote positions more common in transaction coordination and administrative oversight than in roles requiring on-site client or property access.
What makes a real estate assistant role senior level?
Senior level roles are defined by ownership and scope rather than task completion. Candidates are expected to manage full transaction timelines without close supervision, mentor junior assistants, serve as the primary point of contact for agents and external parties, and identify process improvements across the team. The work shifts from executing instructions to setting the standard others follow.
Which industries hire the most senior level real estate assistants?
Senior Level real estate assistant roles concentrate in Construction & Real Estate, Banking & Financial Services, and Education, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring at this level because their transaction volume and regulatory complexity require experienced administrative professionals who can operate independently and handle high-stakes coordination.