Loan Preparation Specialist I/II/III
Pearl, MSFull-timeSeen 1w agoSeen in employer's feed 1w ago
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Job overview
The Loan Preparation Specialist prepares accurate and complete loan, security, and compliance documents and related correspondence for less complex commercial or consumer loans. The role examines applications and supporting documents, identifies missing information, and prepares loan packages using the bank’s document preparation system and other tools. It requires proficiency in preparing documents for one or more market areas and at least one year of relevant collateral and loan compliance experience.
Skills & qualifications
Skills
Qualifications
Full job description
Loan Preparation Specialist I/II/III Location US-MS-Pearl Job ID 2026-20026 Category Loan Operations Type Regular Full-Time Job Grade 5 FLSA Status Non-Exempt Working Hours 7:45 - 4:45 | Monday - Friday 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 the less complex commercial OR 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 Utilize image system and/or the collateral folder to obtain additional information needed for loan preparation Prepare loan, security, and compliance documents and related correspondence within established time frames based on application and supporting source documents by utilizing Laser Pro automated document preparation system and Word application and deliver complete loan package to lender for closing utilizing email or DocuSign Perform additional duties as assigned. Qualifications Junior college/two one years college training or equivalent job-related experience. At least 1 year experience in commercial OR consumer collateral, security, and lien perfection requirements for one or more of the bank's market areas At least 1 year experience in loan compliance regulations Time management principles to prioritize workload Strong communication/interpersonal skills Organizational skills Detail oriented Computer skills Word/Excel E-Mail and Internet Customer service Effective analytical skills Ability to use sound judgment 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. EOE/M/F/V/D
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