What are the responsibilities and job description for the Commercial Document Preparation Specialist I,II position at Trustmark Bank?
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
Commercial Document Preparation Specialist I
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.
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.
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
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
- 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
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.
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.