Document Classification Specialist
Trustmark Corporation, King Of Prussia, PA, United States
The Document Classification Specialist is responsible for monitoring the indexing queue for loan documentation scanned into the loan workflow system from both remote and on-site lending areas. This role involves reviewing, identifying, classifying, indexing and formatting documents received in the batches. These documents are utilized by all lending associates and operational areas of the bank that perform loan-related duties. The loan documents come from a large variety of loan sources, including consumer, small business, SBA, commercial, attorney-prepared loans, participation and syndication loans and many others. This process ensures documents are accurately saved into Trustmark’s imaging system for all to view and use. Additionally, the specialist is responsible for maintaining existing loan documents housed within Trustmark’s image system.
Responsibilities
Review, identify, classify and reformat all loan documents received in the indexing queues via remote scanning by lending associates.
Review, identity, classify, prepare for scanning and perform high-speed scanning of physical loan documents received in Loan Operations.
Perform maintenance as requested and needed on existing imaged documents to provide updated information and adding notes, copying, reindexing, reformatting, merging/splitting or recategorization of documents.
Thoroughly review of each loan document, page by page, to ensure proper identification.
Classify documents based on predefined categories to ensure efficient retrieval and review of loan documents from the imaging system.
Index each document with relevant loan data, such as, document type, account number, application ID number and borrower information.
Review documents for proper formatting to ensure ease of viewing.
Provide support for internal employees for classification, indexing and imaging questions and maintenance.
Perform additional duties as assigned.
Qualifications
High school education with 1 year of loan documentation experience
Ability to recognize loan documents for consumer, commercial & SBA loans
Ability to recognize loans documents for specialized loans such as participations, syndication, commitments, letter of credit, etc
Ability to recognize loan documents for attorney prepared loans
Ability to recognize other miscellaneous post-closing and operational documents such has recorded liens, maintenance, insurance, tickets, etc.
Basic knowledge of document image storage systems
Ability to work independently
Ability to work as a team
Basic computer skills
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 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.
Working with Us Teamwork and the individual contributions of our associates are recognized as the drivers of our success. At Trustmark, we are committed to preserving and advancing a diverse and inclusive workplace, where each associate, customer and shareholder is respected, valued and encouraged to share in our commitment. We make significant investments in our associates so that they may enhance their personal and professional skills, because we want each associate to grow, flourish and fulfill their career aspirations. Come onboard and join our team!
Equal Opportunities for All Trustmark exemplifies the strength and possibilities that come with a diverse and inclusive team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, marital status, genetic information, pregnancy, national origin, protected veteran, disability status, or any other characteristic protected under applicable law. Trustmark is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment.
Upon accepting a position with Trustmark, the following pre-employment screenings must be completed:
Verification of employment, education and other data provided by you on your employment application
Verification of eligibility to work in the US
Criminal background check
Credit check (required for certain positions)
Fingerprinting (required for certain positions)
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Responsibilities
Review, identify, classify and reformat all loan documents received in the indexing queues via remote scanning by lending associates.
Review, identity, classify, prepare for scanning and perform high-speed scanning of physical loan documents received in Loan Operations.
Perform maintenance as requested and needed on existing imaged documents to provide updated information and adding notes, copying, reindexing, reformatting, merging/splitting or recategorization of documents.
Thoroughly review of each loan document, page by page, to ensure proper identification.
Classify documents based on predefined categories to ensure efficient retrieval and review of loan documents from the imaging system.
Index each document with relevant loan data, such as, document type, account number, application ID number and borrower information.
Review documents for proper formatting to ensure ease of viewing.
Provide support for internal employees for classification, indexing and imaging questions and maintenance.
Perform additional duties as assigned.
Qualifications
High school education with 1 year of loan documentation experience
Ability to recognize loan documents for consumer, commercial & SBA loans
Ability to recognize loans documents for specialized loans such as participations, syndication, commitments, letter of credit, etc
Ability to recognize loan documents for attorney prepared loans
Ability to recognize other miscellaneous post-closing and operational documents such has recorded liens, maintenance, insurance, tickets, etc.
Basic knowledge of document image storage systems
Ability to work independently
Ability to work as a team
Basic computer skills
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 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.
Working with Us Teamwork and the individual contributions of our associates are recognized as the drivers of our success. At Trustmark, we are committed to preserving and advancing a diverse and inclusive workplace, where each associate, customer and shareholder is respected, valued and encouraged to share in our commitment. We make significant investments in our associates so that they may enhance their personal and professional skills, because we want each associate to grow, flourish and fulfill their career aspirations. Come onboard and join our team!
Equal Opportunities for All Trustmark exemplifies the strength and possibilities that come with a diverse and inclusive team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, marital status, genetic information, pregnancy, national origin, protected veteran, disability status, or any other characteristic protected under applicable law. Trustmark is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment.
Upon accepting a position with Trustmark, the following pre-employment screenings must be completed:
Verification of employment, education and other data provided by you on your employment application
Verification of eligibility to work in the US
Criminal background check
Credit check (required for certain positions)
Fingerprinting (required for certain positions)
#J-18808-Ljbffr