Loan Preparation Specialist I/II/III

Trustmark Bank • Pearl, MS

12d

About The Position

The Loan Preparation Specialist prepares accurate and complete loan, security, and compliance documents, along with related correspondence, for less complex commercial or consumer loans. Work is performed in accordance with the loan application, legal and compliance requirements, and bank policies and procedures. The role requires proficiency in preparing documents for one or more market areas.

The position examines applications and source materials, identifies and requests missing information, and uses available image and collateral systems to gather details needed for preparation. It prepares document packages using Laser Pro and Word and delivers complete packages to lenders for closing by email or DocuSign. Additional duties may be assigned. This description is not exhaustive; management may add, delete, or modify responsibilities during employment.

Requirements

• Junior college/two years of college training or equivalent job-related experience.
• At least one year of experience with commercial or consumer collateral, security, and lien-perfection requirements for one or more of the bank’s market areas.
• At least one year of experience with loan compliance regulations.
• Knowledge of time-management principles to prioritize workload.
• Strong communication and interpersonal skills.
• Organizational skills.
• Attention to detail.
• Computer skills, including Word and Excel.
• Experience with email and the Internet.
• Customer-service skills.
• Effective analytical skills.
• Ability to use sound judgment.
• Ability to sit for long periods and use a computer keyboard and/or mouse while viewing computer screens.

Responsibilities

• Examine and interpret loan applications and other source documents for completeness and accuracy of information needed to categorize transactions and prepare documents.
• Identify missing or incomplete information needed for loan preparation and request it from the lender.
• Use the image system and/or collateral folder to obtain additional information needed for loan preparation.
• Prepare loan, security, and compliance documents and related correspondence within established time frames, using the application and supporting source documents, Laser Pro, and Word.
• Deliver complete loan packages to lenders for closing by email or DocuSign.
• Perform additional duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree