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Consumer Preparation Specialist I
Career Insights for Loan Documentation Specialist
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What they do
A Loan Documentation Specialist reviews applications for loans and assists with the process of evaluating loans. Prepares, organizes and verifies the documents and reports required for a loan application. Monitors the loan application and approval process and may assist customers with loan payments. May specialize in mortgage, business or other types of loans.
$42,080 / year median in Mississippi
-9% projected decline
Job Description
Consumer Preparation Specialist I Trustmark National Bank United States, Mississippi, Pearl Sep 02, 2026 Consumer Preparation Specialist I
Location US-MS-Pearl Job
ID 2026-19865
Category Loan Operations Type Regular Full-Time Job Grade 6 FLSA Status Non-Exempt Working Hours 7:30-4:30
Job Location:
Company Central Document Preparations - 10125 Overview The purpose of this job is to prepare accurate and complete loan, security, and compliance documents and related correspondence for complex consumer loans, including all real estate secured consumer 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. 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. Qualifications
- High School diploma or GED
- Knowledge of consumer real estate collateral, security, and lien perfection requirements (2 Yrs)
- Knowledge of loan compliance regulations (2 Yrs)
- Time management principles to prioritize workload
- Strong communication/interpersonal skills
- Organizational skills
- Detail oriented
- Computer skills
- Word processing
- E-Mail and Internet
- Customer service
- Effective analytical skills
- Ability to use sound judgment
- Two year college degree preferred
Physical Requirements/Working Conditions:
Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens.
Note:
This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment. Trustmark Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Trustmark Bank employee by a third-party agency and/or search firm without a valid, written search agreement signed by Trustmark, will become the sole property of Trustmark Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.