Consumer Document Preparation Specialist I

Consumer Document Preparation Specialist I

Location: US-MS-Pearl

Job ID: 2026-19729

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 other software applications

Determine collateral category type based on purpose, collateral, and other information shown in application

Determine appropriate loan styling when application and vested ownership of real estate are different

Determine compliant closing dates based on regulatory requirements

Determine HPML/Escrow requirements

Determine if new or existing account number should be assigned based on loan styling

Determine appropriate filing locations for UCCs based on collateral/borrower

Qualifications

Knowledge of consumer loan documentation, real estate collateral and lien perfection preferred

Knowledge of consumer loan compliance regulations preferred

Ability to effectively manage time and prioritize workload in a fast-paced environment

Display strong communication, interpersonal and organizational skills

Provide excellent customer service skills

Ability to effectively use Microsoft Office and other document management type software

High school diploma or GED required with two-year college education preferred

One year work experience in a document preparation role preferred

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