Loan Documentation Specialist – Real Estate & Compliance

Trustmark

Pearl (MS)

On-site

USD 42,000 - 56,000

Full time

14 days+

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Job summary

Trustmark is seeking a detail-oriented 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 use Laser Pro and MS Office to finalize documents.

The role requires a high school diploma or GED, with two years of collateral and loan-compliance knowledge.

Qualifications

High School diploma or GED required.
Two year college degree preferred.
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.

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.