Commercial Document Preparation Specialist I,II

Trustmark Bank • Pearl, MS

1d • Onsite

About The Position

The purpose of this job is to prepare accurate and complete loan, security, and compliance documents and related correspondence for commercial real estate, agribusiness, SBA and other complex/specialized commercial 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.

Requirements

• Junior college/two-year college training, or equivalent job related experience
• Commercial real estate collateral, security, and lien perfection experience (minimum of 2 years)
• Commercial loan compliance experience (minimum of 2 years)
• Demonstrated knowledge of business entity structures
• Time management principles to prioritize workload
• Strong communication/interpersonal skills
• Organizational skills
• Detail oriented
• Computer skills
• Data Entry test with minimum score of 6000 strokes with less than 10% error rate
• Customer service skills
• Effective analytical skills
• Ability to use sound judgment
• High School/GED and 6 years job related experience- OR - Junior college/two-year college training and 4 years job related experience
• Knowledge of commercial real estate collateral, security, and lien perfection requirements (4 Yrs)
• Knowledge of loan compliance regulations (4 Yrs)
• Knowledge of agribusiness loan documentation requirements
• Ability to comprehend/articulate/communicate loan documentation requirements effectively
• Ability to relate well with others

Nice To Haves

• Knowledge of SBA Low Doc and Express loan documentation requirements 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
• Utilize image system and/or the collateral folder to obtain additional information needed in loan preparation
• 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 and Excel applications
• Other duties as assigned

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree
• Number of Employees: 501-1,000 employees