Loan & Security Document Specialist I

Trustmark Corporation; Pearl, Northern (MS, KY); Hybrid; USD 38,000 - 48,000; Full time

Benefits offered by this job

Medical, dental, vision

401k with company match

Tuition reimbursement

Job summary

Trustmark Bank is seeking a skilled documents specialist to prepare accurate loan, security, and compliance documents for complex consumer loans. You will interpret applications, gather missing information, and produce correspondence using Laser Pro and Microsoft Word/Excel.

Strong attention to detail and compliance knowledge are essential. The role requires a high school diploma or GED, with a two-year college degree preferred.

Qualifications

• High School diploma or GED is required.
• Knowledge of consumer real estate collateral, security, and lien perfection requirements (2 yrs).
• Knowledge of loan compliance regulations (2 yrs).

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

Organizational skills

Detail oriented

Computer skills

Word processing

Email and Internet

Customer service

Analytical skills

Sound judgment

Education

HS diploma or GED

Two-year college degree preferred

Tools

Laser Pro

Word

Excel

Job description

Trustmark Bank is seeking a skilled documents specialist to prepare accurate loan, security, and compliance documents for complex consumer loans. You will interpret applications, gather missing information, and produce correspondence using Laser Pro and Microsoft Word/Excel.

Strong attention to detail and compliance knowledge are essential. The role requires a high school diploma or GED, with a two-year college degree preferred.