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 Word/Excel applications
- Utilize Image and/or the collateral folder to obtain additional information needed in loan preparation
- Perform additional duties as assigned.
• High School diploma or GED
• Knowledge of consumer real estate collateral, security, and lien perfection requirements (2 Yrs)• Knowledge of loan compliance regulations (2 Yrs)
• Time management principles to prioritize workload• Strong communication/interpersonal skills• Organizational skills• Detail oriented• Computer skills• Word processing• E-Mail and Internet• Customer service• Effective analytical skills• Ability to use sound judgment
• Two year college degree preferred
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.
Skills Required
- High school diploma or GED
- Two years of knowledge or experience with consumer real estate collateral, security, and lien perfection requirements
- Two years of knowledge or experience with loan compliance regulations
- Time management and workload prioritization skills
- Strong communication and interpersonal skills
- Organizational and detail-oriented skills
- Computer skills, including word processing, email, and Internet use
- Customer service skills
- Effective analytical skills and sound judgment
- Two-year college degree
Trustmark Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Trustmark Bank and has not been reviewed or approved by Trustmark Bank.
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Retirement Support — Offerings include a 401(k) with company match and an employee stock purchase plan, supporting long‑term savings and retirement readiness.
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Leave & Time Off Breadth — Paid vacation, sick leave, and defined holidays provide predictable time away and help balance work and life.
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Wellbeing & Lifestyle Benefits — Banking perks, tuition reimbursement, and structured training and development add non‑cash value beyond base pay.
Trustmark Bank Insights
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Trustmark is a financial services company providing banking and financial solutions through offices in Alabama, Florida, Georgia, Mississippi, Tennessee and Texas. Equal Housing Lender | Member FDIC Privacy Policy: www.trustmark.com/privacy.html
