Commercial Document Prep Specialist I
Central Doc Prep - 0125 - Pearl, MS

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The purpose of this job is to prepare accurate and complete loan, security, and compliance documents and related correspondence for the less complex commercial, commercial real estate and SBA Express loans in accordance with the application, legal and compliance requirements, and bank policy and procedures.


• 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
• Prepare loan, security, and compliance documents and related correspondence within established time frames based on application and supporting source documents by utilizing the Banc Star or Laser Pro automated document preparation system and Word application
• Utilize Image and/or the collateral folder to obtain additional information needed in loan preparation


• Junior college/two-year college training
• Other or equivalent job related experience
• Knowledge of commercial 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
• Data Entry test with minimum score of 6000 strokes with less than 10% error rate
• Customer service
• Effective analytical skills
• Ability to use sound judgment

Trustmark National Bank - 18 months ago - save job - copy to clipboard