Consumer Document Preparation Specialist I
Trustmark · Pearl, MS, USA ·
- Job type:
- Full Time
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