Document Specialist

Farm Credit Services of America • Ridgeland, MS

1d

About The Position

Prepare, process, review, and support 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 career ladder begins at a trainee level, emphasizing structured learning, supervised document preparation, workflow follow-up, file documentation, and foundational quality review. It progresses to increasingly independent work on routine, moderately complex, and complex loan packages, as well as judgment-based issue resolution, workflow coordination, training support, and team lead responsibilities.

Across all levels, the role supports accurate and compliant legal documentation, timely loan processing, effective communication with lending and operations partners, strong internal controls, and a consistent service experience for internal and external stakeholders. This position can be held at any branch location.

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.
• Attention to detail and ability to adapt to changing guidelines.
• Ability to protect customer information and maintain confidentiality.

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.
• Relevant coursework, internships, customer service, administrative support, banking, finance, accounting, legal, agriculture, or operations experience.
• Experience or training in loan processing, documentation, banking, finance, accounting, legal, or operations support.

Responsibilities

• Prepare notes, lien instruments, collateral documents, and other loan or servicing documents that reflect credit desk approvals, servicing requests, and processing requirements.
• Prepare and process loans from application through closing using DocGen and related systems accurately, efficiently, and on time.
• Process loan packages of varying complexity in accordance with District guidelines, legal documentation standards, association procedures, and applicable controls.
• Apply appropriate legal document coding, document selection, and loan-type-specific considerations.
• Enter PD, LGD, collateral values, loan booking information, and other required data accurately so loan bookings represent approved credit terms.
• Prepare and submit properly documented loan funding requests.
• Confirm before closing that credit approval conditions are met, documented, and appropriately filed.
• Confirm 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, and communicate with Sales, Loan Operations, branch staff, and other internal partners.
• Consult and confirm with lenders, analysts, management, attorneys, and other involved parties to ensure loan actions are completed accurately and on time.
• Provide timely, professional, service-focused communication to 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.
• Maintain attention to detail, adapt to changing guidelines, and provide interdepartmental support as business needs evolve.
• Participate in continuous learning to maintain knowledge of First South, AgFirst, FCA, and association policies and procedures, system functionality, legal documentation requirements, internal controls, and security practices.

What This Job Offers

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