Consumer Preparation Specialist I

Trustmark; United States; Remote; USD 55,000 - 75,000; Full time

Job summary

Trustmark is seeking a remote Loan Document Specialist to prepare accurate loan, security, and compliance documents for complex consumer loans, including real estate secured loans. You will interpret applications, gather missing information, and ensure compliance with bank policies and regulations.

The role requires familiarity with Laser Pro, Word, and Excel, plus strong attention to detail, time management, and excellent communication skills to support multiple market areas.

Qualifications

• Diploma or related field; two years of relevant experience can substitute for degree.
• Knowledge of consumer real estate collateral, security, and lien perfection.
• Knowledge of loan compliance regulations.
• Time management 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 loan applications and source documents for completeness and accuracy.
• Identify missing information needed for loan preparation.
• Prepare loan, security, and compliance documents within time frames using Laser Pro and Word/Excel.
• Use collateral folders to gather information for loan preparation.
• Perform additional duties as assigned.

Skills

Real estate collateral

Loan compliance regulations

Time management

Communication

Organizational skills

Attention to detail

Computer skills

Word processing

Email and Internet

Customer service

Analytical skills

Sound judgement

Education

Diploma or related field

Tools

Laser Pro

Word

Excel

Job description

Remote

Overview

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

• Diploma 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