Consumer Loan Documentation Specialist

Trustmark; Pearl (MS); On-site; USD 42,000 - 56,000; Full time

Job summary

Trustmark is seeking a document specialist to prepare accurate loan, security, and compliance documents for complex consumer loans, including real estate secured loans. You will work with LaserPro and Word/Excel to assemble complete files for multiple market areas.

The role emphasizes strong data accuracy, timely deliverables, and adherence to policy and regulatory requirements. Experience with real estate collateral and loan regulations is valued, with opportunities to develop expertise in a

Qualifications

• Associate's Degree in Business Administration, Finance, Accounting or related field.
• May substitute two years of relevant experience in data entry, real estate, loan preparation, lending, or a related area in lieu of degree.
• Knowledge of consumer real estate collateral, security, and lien perfection.
• Knowledge of loan compliance regulations.
• Time management principles to prioritize workload.
• Strong communication/interpersonal skills.
• Organizational skills.
• Detail oriented.
• Computer skills.
• Word processing.
• E-Mail and Internet.
• Customer service.
• Effective analytical skills.
• Ability to use sound judgement.

Responsibilities

• Examine and interpret loan applications and other source documents for completeness and accuracy of data essential for appropriate categorization of loan transaction and document preparation.
• Identify missing or incomplete information necessary to prepare loan and request needed information from lender.
• Prepare loan, security, and compliance documents and related correspondence within established time frames based on application and supporting source documents by utilizing the Laser Pro automated document preparation system and Word/Excel applications.
• Utilize Image and/or the collateral folder to obtain additional information needed in loan preparation.
• Perform additional duties as assigned.

Skills

Attention to detail

Time management

Communication skills

Organizational skills

Analytical skills

Education

Associate's Degree in Business Administration, Finance, or related field

Tools

LaserPro

Word

Excel

Job description

Trustmark is seeking a document specialist to prepare accurate loan, security, and compliance documents for complex consumer loans, including real estate secured loans. You will work with LaserPro and Word/Excel to assemble complete files for multiple market areas.

The role emphasizes strong data accuracy, timely deliverables, and adherence to policy and regulatory requirements. Experience with real estate collateral and loan regulations is valued, with opportunities to develop expertise in a