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This position may be filled as a Level I, II or III. Additional responsibilities and qualifications apply.
The purpose of this job is to perform pre-closing reviews of documents prepared by central document preparation. This includes reviewing real estate, multiple collateral commercial, security, compliance and related correspondence for completeness and accuracy while also ensuring all documentation is in accordance with the loan application. Additionally, this position will ensure all documents are prepared in compliance with all applicable state and federal laws. This job requires the ability to proficiently review loans for one or more market areas and communicate necessary changes to Commercial Document Preparation Specialists.
Level II Overview:
The purpose of this job is to review (prior to closing) CDP prepared real estate, multiple collateral, agribusiness, SBA Express and 7A, simple loan modification requests and other complex commercial loan, security, and compliance documents and related correspondence for completeness and accuracy in accordance with the application and to insure compliance with state and federal laws and Trustmark policies and procedures. In addition, this position will serve as a Document Prep/QC Manager’s designee for the review of CDP prepared loans of $1,000,000 or more. This job requires the ability to proficiently review documents for three or more market areas and communicate necessary changes to Commercial Document Preparation Specialists.
Level III Overview:
The purpose of this job is to review (prior to closing) CDP prepared real estate, multiple collateral, agribusiness, SBA Express and 7A, all loan modification requests and other complex commercial loan, security, and compliance documents and related correspondence for completeness and accuracy in accordance with the application and to insure compliance with state and federal laws and Trustmark policies and procedures; answer questions from Commercial Document QC Specialists I and II; and assist in the training of new Commercial Document QC Specialists I and II and MDA personnel. In addition, this position will serve as a Document Prep/QC Manager’s designee for the review of CDP prepared loans of $1,000,000 or more. This job requires the ability to proficiently review documents for all market areas and communicate necessary changes to Commercial Document Preparation Specialists.
- Review and interpret loan applications and related data to determine collateral classifications and to ensure appropriate documents are prepared to perfect lien.
- Review CDP prepared commercial loans, including all real estate, security, and compliance documents for accuracy, completeness, adherence to perfection, compliance guidelines of applicable state and federal laws and bank policy and procedures.
- Determine if deed of trust/mortgage is prepared in accordance with vested ownership of real property.
- Determine appropriate repayment and rate language in non-standard documents prepared by CDP.
- Determine type of security agreement needed based on type of collateral.
- Determine appropriate filing locations for UCCs based on collateral and entity type.
- Deliver prepared loan documents to Lenders and/or attorneys for closing via email or electronic signature.
- Perform other duties as assigned.
Level II Additional Responsibilities:
- Review (prior to closing) CDP prepared real estate, multiple collateral, agribusiness, SBA Express and 7A, simple loan modification requests and other complex commercial loan, security, and compliance documents for accuracy, completeness, and adherence to perfection, and compliance guidelines of applicable state and federal laws and bank policy and procedures
- Deliver prepared loan documents to Lenders and/or attorneys for closing via internal email or utilizing SecureMail procedures and communicate specific closing instructions to Lenders
- Perform additional duties as assigned.
Level III Additional Responsibilities:
- Answer questions from and assist in the training of Commercial Document QC Specialists I and II and MDA personnel
- Perform additional duties as assigned.
- High school diploma or GED required
- Display strong attention to detail skills
- 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
- Two-year college education preferred
- One year work experience in a document quality control role preferred
- Knowledge of real estate, multiple types of commercial collateral, security, and lien perfection requirements preferred
- Knowledge of loan compliance regulations preferred
- Knowledge of business entity structures preferred
Level II Additional Qualifications:
- Junior college/two-year college training-OR- High School/GED and 3 years job related experience
- Knowledge of commercial real estate and multiple collateral types, security, and lien perfection requirements (3 years)
- Knowledge of loan compliance regulations (3 years)
- Knowledge of business entity structures
- Knowledge of loan policy and procedures
- Analytical/judgmental skills
- Detail oriented
- Computer skills
- Judgment skills
- Knowledge of agribusiness loan documentation requirements preferred
- Knowledge of SBA Express and 7A loan documentation preferred
Level III Additional Qualifications:
- Junior college/two years college training and 3 years job related experience-OR- High School/GED and 5 years job related experience
- Knowledge of commercial real estate and multiple collateral types, security, and lien perfection requirements (4 years)
- Knowledge of loan compliance regulations (4 years)
- Ability to proficiently communicate applied collateral/loan policy/regulation/compliance knowledge to co-workers
- Organizational skills
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.
Working with Us
Teamwork and the individual contributions of our associates are recognized as the drivers of our success. At Trustmark, we are committed to preserving and advancing a diverse and inclusive workplace, where each associate, customer and shareholder is respected, valued and encouraged to share in our commitment. We make significant investments in our associates so that they may enhance their personal and professional skills, because we want each associate to grow, flourish and fulfill their career aspirations. Come onboard and join our team!
Equal Opportunities for All
Trustmark exemplifies the strength and possibilities that come with a diverse and inclusive team. 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, disability status, or any other characteristic protected under applicable law. Trustmark is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment.
If you need assistance with any part of the application process, please send an email to careers@trustmark.com or call 866.213.1418.
Our Hiring Process
Upon accepting a position with Trustmark, the following pre-employment screenings must be completed:
- Verification of employment, education and other data provided by you on your employment application
- Verification of eligibility to work in the US
- Criminal background check
- Credit check (required for certain positions)
- Fingerprinting (required for certain positions)
- Drug screen
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