Consumer Preparation Specialist I

Trustmark Bank; Pearl (MS); On-site; USD 42,000 - 60,000; Full time

Job summary

Trustmark Bank in Pearl, Mississippi seeks a detail‑driven professional to prepare accurate loan, security, and compliance documents for complex consumer loans, including real estate secured loans. You will use Laser Pro and Word/Excel to ensure timely, accurate documentation and will collaborate with lenders across market areas to obtain complete information.

Strong analytical skills, ability to manage multiple tasks and comply with bank policy and regulatory requirements.

Qualifications

• High School diploma or GED required
• Knowledge of consumer real estate collateral, security, and lien perfection requirements (2 Yrs)
• Knowledge of loan compliance regulations (2 Yrs)
• 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 judgment
• Two year college degree preferred

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

Time management

communication

organization

detail oriented

computer skills

word processing

email & Internet

customer service

analytical skills

sound judgment

Education

High School diploma or GED

Two year college degree preferred

Job description

Overview

The purpose of this job is 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.

Overview

The purpose of this job is 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

• High School diploma or GED
• Knowledge of consumer real estate collateral, security, and lien perfection requirements (2 Yrs)
• Knowledge of loan compliance regulations (2 Yrs)
• 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 judgment
• Two year college degree preferred

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.