Commercial Document Preparation Specialist I,II
Trustmark National Bank, Pearl, MS, United States
Overview
The purpose of this job is to prepare accurate and complete loan, security, and compliance documents and related correspondence for commercial real estate, agribusiness, SBA and other complex/specialized commercial 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 in loan preparation
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 and Excel applications
Other duties as assigned
Qualifications
Commercial Document Preparation Specialist I
Junior college/two-year college training, or equivalent job related experience
Commercial real estate collateral, security, and lien perfection experience (minimum of 2 years)
Commercial loan compliance experience (minimum of 2 years)
Demonstrated knowledge of business entity structures
Time management principles to prioritize workload
Strong communication/interpersonal skills
Organizational skills
Detail oriented
Computer skills
Data Entry test with minimum score of 6000 strokes with less than 10% error rate
Customer service skills
Effective analytical skills
Ability to use sound judgment
Commercial Document Preparation Specialist II
High School/GED and 6 years job related experience - OR - Junior college/two-year college training and 4 years job related experience
Knowledge of commercial real estate collateral, security, and lien perfection requirements (4 Yrs)
Knowledge of loan compliance regulations (4 Yrs)
Knowledge of agribusiness loan documentation requirements
Knowledge of SBA Low Doc and Express loan documentation requirements preferred
Effective analytical skills
Time management principles to prioritize workload
Ability to comprehend/articulate/communicate loan documentation requirements effectively
Ability to relate well with others
Data Entry test with minimum score of 6000 strokes with less than 10% error rate
Physical Requirements / Working Conditions
Must be able to sit or stand for long periods of time and use a computer keyboard and/or mouse, while viewing computer screens. Must be able to lift at least 20 pounds in order to process boxed or bagged coins.
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.
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The purpose of this job is to prepare accurate and complete loan, security, and compliance documents and related correspondence for commercial real estate, agribusiness, SBA and other complex/specialized commercial 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 in loan preparation
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 and Excel applications
Other duties as assigned
Qualifications
Commercial Document Preparation Specialist I
Junior college/two-year college training, or equivalent job related experience
Commercial real estate collateral, security, and lien perfection experience (minimum of 2 years)
Commercial loan compliance experience (minimum of 2 years)
Demonstrated knowledge of business entity structures
Time management principles to prioritize workload
Strong communication/interpersonal skills
Organizational skills
Detail oriented
Computer skills
Data Entry test with minimum score of 6000 strokes with less than 10% error rate
Customer service skills
Effective analytical skills
Ability to use sound judgment
Commercial Document Preparation Specialist II
High School/GED and 6 years job related experience - OR - Junior college/two-year college training and 4 years job related experience
Knowledge of commercial real estate collateral, security, and lien perfection requirements (4 Yrs)
Knowledge of loan compliance regulations (4 Yrs)
Knowledge of agribusiness loan documentation requirements
Knowledge of SBA Low Doc and Express loan documentation requirements preferred
Effective analytical skills
Time management principles to prioritize workload
Ability to comprehend/articulate/communicate loan documentation requirements effectively
Ability to relate well with others
Data Entry test with minimum score of 6000 strokes with less than 10% error rate
Physical Requirements / Working Conditions
Must be able to sit or stand for long periods of time and use a computer keyboard and/or mouse, while viewing computer screens. Must be able to lift at least 20 pounds in order to process boxed or bagged coins.
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.
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