The purpose of this job is to review, identify, classify, index and format documents received in the indexing queue of the loan image workflow system. This employee will review, identify, classify, prepare, scan and index documents received from various internal lending sources (Retail, Credit, Compliance, Operations, etc.) and external sources (Attorneys, Closing Agents, Insurance Agents, etc.) into the loan imaging system. This employee will also handle customer service calls from internal Trustmark employees regarding classification, imaging and indexing, when needed.
Responsibilities Review, identify, classify, prepare, scan and index new, renewed and modified loan documents that do not meet the criteria for remote scanningReview, identify, classify, prepare, scan and index loan documents, insurance documents, loan maintenance forms, transactions batches, etc.Review of each page of each document in the indexing queue. Each page is reviewed for identification, determination of the document to which the page belongs and determination of whether reformatting is required. Each document is reviewed for identification, determination of the document classification, the automated classification and the assigned indexes (Application ID #, Account #, Note #, etc.). When required, reformat and reassign pages and index or re-index documents to the correct document categories and/or index foldersProvide support for internal employees for classification, indexing and imaging questions. (Lenders, CMC, CLC, CDP, Retail Loan Operations, Compliance etc.)Perform additional duties as assigned. Qualifications High school education with 1 year of loan documentation knowledgeBasic retail consumer, commercial & SBA loan documentation knowledgeBasic collateral and lien perfection documentation knowledgeBasic specialized loans documentation knowledge (participations, commitments, letter of credit, etc.)Ability to recognize individual loan documentsAbility to work independentlyAbility to work as a teamBasic computer skillsCommunication skillsCustomer Service skillsPhysical 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.
Options Apply for this job onlineApplyShareRefer this job to a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed 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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