Consumer Preparation Specialist I

Trustmark; Mississippi; Hybrid; USD 38,000 - 52,000; Full time

Job summary

Trustmark Bank in Mississippi seeks a detail‑oriented professional to prepare accurate loan, security, and compliance documents for complex consumer loans, including real estate secured loans. You will work across market areas to ensure accuracy and timeliness in document production using Laser Pro and MS Office tools.

The role requires examining applications, identifying missing information, and managing multiple data sources to support compliant loan documentation and efficient processing.

Qualifications

• Associate's degree or 2 years of related experience in data entry, real estate, loan preparation or lending in lieu of degree.
• Knowledge of consumer real estate collateral, security and lien perfection.
• Knowledge of loan compliance regulations.
• Ability to manage time and prioritize workload.

Responsibilities

• Examine loan applications and source documents for completeness and accuracy for data categorization and document prep.
• Identify missing information and request needed details from the lender.
• Prepare loan, security and compliance documents within established time frames using Laser Pro and Word/Excel.
• Utilize collateral folders/images to gather information needed for loan preparation.

Skills

Real estate collateral knowledge

Loan compliance regulations

Time management

Communication/interpersonal skills

Organizational skills

Detail oriented

Word processing

Email and Internet

Analytical skills

Sound judgement

Education

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

Tools

Laser Pro document preparation system

Word/Excel applications

Job description

The responsibilities of this position are to prepare accurate and complete loan, security, and compliance documents and related correspondence for complex consumer loans, including all real estate secured consumer loans, in accordance with the application, legal and compliance requirements, and bank policy and procedures. This job requires the ability to proficiently prepare documents for one or more market areas.

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.

Qualifications

• Associate's Degree: 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
• Word processing
• E-Mail and Internet
• Effective analytical skills
• Ability to use sound judgement

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.

Working with Us

Teamwork and the individual contributions of our associates are recognized as the drivers of our success. At Trustmark, we are committed to preserving and advancing a diverse and inclusive workplace, where each associate, customer and shareholder is respected, valued and encouraged to share in our commitment. We make significant investments in our associates so that they may enhance their personal and professional skills, because we want each associate to grow, flourish and fulfill their career aspirations. Come onboard and join our team!

Equal Opportunities for All

Trustmark exemplifies the strength and possibilities that come with a diverse and inclusive team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, marital status, genetic information, pregnancy, national origin, protected veteran, disability status, or any other characteristic protected under applicable law. Trustmark is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment.

Upon accepting a position with Trustmark, the following pre-employment screenings must be completed:

• Verification of employment, education and other data provided by you on your employment application
• Verification of eligibility to work in the US
• Criminal background check
• Credit check (required for certain positions)
• Fingerprinting (required for certain positions)