Loan Preparation Specialist I/II/III
Trustmark
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- Location
- Pearl, MS
- Job type
- Full time
- Posted
- Oct 28
- 2 days ago
Career path
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About the company
Trustmark
Banking · 1,001 to 5,000 employees
What you'll do
- Examine loan applications and source documents for completeness and accuracy
- Identify missing information and request needed information from lender
- Prepare loan, security, and compliance documents and related correspondence
- Deliver the complete loan package to lender for closing
What you need
- Junior college/two one years college training or equivalent job-related experience.
- At least 1 year experience in commercial OR consumer collateral, security, and lien perfection requirements for one or more of the bank’s market areas
- At least 1 year experience in loan compliance regulations
- Time management principles to prioritize workload
- Strong communication/interpersonal skills
- Organizational skills
- Detail oriented
- Computer skillsWord/ExcelE-Mail and Internet
- Word/Excel
- E-Mail and Internet
- Customer service
- Effective analytical skills
- Ability to use sound judgment
- Education: an associate degree
Key skills
commercial OR consumer collateralloan compliance regulationsTime management principlesStrong communication/interpersonal skillsOrganizational skillsDetail orientedComputer skillsWord/ExcelE-Mail and InternetCustomer serviceEffective analytical skills
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Read the full posting here
Loan Preparation Specialist I/II/III
Location
US-MS-Pearl
Posted Date
1 day ago
(10/28/2026 11:14 AM)
Job ID
2026-20026
Category
Loan Operations
Type
Regular Full-Time
Job Grade
5
FLSA Status
Non-Exempt
Working Hours
7:45 - 4:45 | Monday - Friday
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 the less complex commercial OR 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
Utilize image system and/or the collateral folder to obtain additional information needed for loan preparation
Prepare loan, security, and compliance documents and related correspondence within established time frames based on application and supporting source documents by utilizing Laser Pro automated document preparation system and Word application and deliver complete loan package to lender for closing utilizing email or DocuSign
Perform additional duties as assigned.
Qualifications
Junior college/two one years college training or equivalent job-related experience.
At least 1 year experience in commercial OR consumer collateral, security, and lien perfection requirements for one or more of the bank’s market areas
At least 1 year experience in loan compliance regulations
Time management principles to prioritize workload
Strong communication/interpersonal skills
Organizational skills
Detail oriented
Computer skills
Word/Excel
E-Mail and Internet
Customer service
Effective analytical skills
Ability to use sound judgment
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.
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Trustmark is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, marital status, genetic information, pregnancy, national origin, protected veteran or disability status, and any other status protected by law. Upon request, reasonable accommodations will be made for all qualified individuals with disabilities. If you need accommodation for any part of the application process because of a medical condition or disability please send an email to careers@trustmark.com or call 866-213-1418 to let us know the nature of your request.
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