Loan Documentation & Compliance Specialist

Trustmark; Washington (District of Columbia); On-site; USD 52,000 - 78,000; Full time

Job summary

Trustmark is seeking a Loan Documents Specialist to prepare accurate and complete loan, security, and compliance documents for commercial or consumer loans in line with policy and procedures. You will verify data, obtain missing information, and assemble a complete package for closing.

The role requires experience with collateral, lien perfection, and loan compliance, plus strong organizational, analytical, and communication skills. Proficiency in Word/Excel, email, and internet is essential.

Qualifications

• Junior college/two one years college training or equivalent job-related experience.
• At least 1 year experience in commercial OR consumer collateral, security, and lien perfection requirements for one or more of the bank’s market areas
• At least 1 year experience in loan compliance regulations
• Time management principles to prioritize workload
• Strong communication/interpersonal skills
• Organizational skills
• Detail oriented
• Word/Excel
• E-Mail and Internet
• Effective analytical skills
• Ability to use sound judgment

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
• Utilize image system and/or the collateral folder to obtain additional information needed for loan preparation
• Prepare loan, security, and compliance documents and related correspondence within established time frames based on application and supporting source documents by utilizing Laser Pro automated document preparation system and Word application and deliver complete loan package to lender for closing utilizing email or DocuSign
• Perform additional duties as assigned.

Skills

Strong communication

Organizational skills

Detail oriented

Time management

Analytical skills

Sound judgment

Education

Junior college / 1–2 years college

Tools

MS Word

MS Excel

Email / Internet

Job description

Trustmark is seeking a Loan Documents Specialist to prepare accurate and complete loan, security, and compliance documents for commercial or consumer loans in line with policy and procedures. You will verify data, obtain missing information, and assemble a complete package for closing.

The role requires experience with collateral, lien perfection, and loan compliance, plus strong organizational, analytical, and communication skills. Proficiency in Word/Excel, email, and internet is essential.