Document Specialist

First South Farm Credit, ACA • Ridgeland, MS

2d

About The Position

The Document Specialist prepares, processes, reviews, and supports loan and servicing documents from application through closing for First South Farm Credit branches, using the TruStage document generation program (DocGen) and related association systems. The position supports accurate and compliant legal documentation, timely loan processing, effective communication with lending and operations partners, strong internal controls, and consistent service to internal and external stakeholders. It may be held at any branch location.

The career ladder begins at a trainee level with structured learning, supervised document preparation, workflow follow-up, file documentation, and foundational quality review. At higher levels, the role independently prepares routine through complex loan packages, applies sound judgment, resolves escalated issues, coordinates workflows, supports training, and may take on team lead responsibilities.

Requirements

• High school diploma required.
• Generally 1–3 years of related work experience or comparable training in loan processing, documentation, banking, finance, accounting, legal, or operations support.
• Relevant coursework, internships, customer service, administrative support, banking, finance, accounting, legal, agriculture, or operations experience is helpful.

Nice To Haves

• Associate or bachelor’s degree in business, finance, accounting, agriculture, or a related field, or an equivalent combination of education and experience.

Responsibilities

• Prepare notes, lien instruments, collateral documents, and other loan or servicing documents that accurately reflect credit desk approvals, servicing requests, and processing requirements.
• Prepare and process loans from application through closing using DocGen and related systems in a timely, accurate, and efficient manner.
• Process routine, moderately complex, and complex loan packages according to District guidelines, legal documentation standards, association procedures, and applicable controls.
• Apply appropriate legal document coding, document selection, and loan-type-specific considerations when preparing loan and servicing documents.
• Enter PD, LGD, collateral values, loan booking information, and other required data accurately so that loan bookings reflect approved credit terms.
• Prepare and submit properly documented loan funding requests.
• Confirm before closing that credit approval conditions are met, documented, and appropriately filed.
• Verify that collateral is properly identified and secured with loan documents, including reviewing signatures, dates, initials, lien instruments, and related documentation.
• Review new and existing collateral documents to verify lien position and communicate with loan staff to resolve discrepancies.
• Quality-check work to support compliance, accuracy, satisfactory audit results, and effective risk management.
• Prepare loan and servicing actions according to applicable workflows, procedures, and practices.
• Maintain workflow queues, assigned reports, status updates, and processing timelines to support transparent communication with internal partners.
• Consult and confirm with lenders, analysts, management, attorneys, and other involved parties to complete loan actions accurately and on time.
• Communicate professionally and in a service-focused manner with internal and external contacts while protecting customer information and maintaining confidentiality.
• Perform other assigned duties, which may include special projects, procedure updates, testing support, report review, or process improvement initiatives.
• Adapt to changing guidelines, maintain attention to detail, and provide interdepartmental support as business needs evolve.
• Participate in continuous learning concerning First South, AgFirst, FCA, and association policies and procedures, systems, legal documentation requirements, internal controls, and security practices.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED