Loan Documentation Specialist I – Consumer Real Estate

Trustmark National Bank; Pearl (MS); On-site; USD 35,000 - 52,000; Full time

Job summary

Trustmark Bank is seeking a Consumer Preparation Specialist I in Pearl, MS, to prepare accurate loan, security, and compliance documents for complex consumer loans, including real estate secured loans. The role requires reviewing source documents, ensuring completeness, and coordinating data with lenders and internal teams.

Responsibilities include using LaserPro, Word, Excel, and collateral folders to gather information, meeting deadlines, and performing 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

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

Customer service

Analytical skills

Computer skills

Word processing

Email and Internet

Sound judgement

Education

High School diploma or GED

Two year college degree preferred

Job description

Trustmark Bank is seeking a Consumer Preparation Specialist I in Pearl, MS, to prepare accurate loan, security, and compliance documents for complex consumer loans, including real estate secured loans. The role requires reviewing source documents, ensuring completeness, and coordinating data with lenders and internal teams.

Responsibilities include using LaserPro, Word, Excel, and collateral folders to gather information, meeting deadlines, and performing additional duties as assigned.