Position Overview
Triad Financial Services is a leading provider of financial services and solutions, serving clients worldwide. We are seeking a highly motivated and skilled Processing Associate to join our growing team.
Essential Functions:
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Communicate with parties to the transaction to update them on loan status
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Review loan applications and supporting documentation for completeness and accuracy.
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Evaluate credit worthiness by processing loan applications and documentation.
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Ensure that all required documents are collected and properly organized.
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Operate in accordance with all laws and regulations to meet lending compliance guidelines
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Fully cross-trained with Originations Indexing Department to assist with assignments when volume requires assistance
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Handle overflow call volume from Originations Customer Care Department
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Serve as a point of contact for borrowers, loan officers, and underwriters.
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Consistently represent the company in a positive and professional manner.
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Communicate with applicants to request additional information or clarify documentation.
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Ensure credit denials are processed and sent in a timely manor
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Provide consistent updated to management team regarding assignment statuses
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Assorted other duties as requested by management
Minimum Qualifications:
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Experience: 1-2 years’ customer service in the finance/mortgage industry
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Proven experience in mortgage processing or a related field is advantageous.
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In-depth knowledge of loan origination processes and procedures
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Skills: Encompass (preferred), MS Office: Excel, Word, Outlook, Able to navigate across network, Windows PC proficient
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Excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers
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Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service
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Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices
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High school diploma or GED required
Physical Demand:
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Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards.
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Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards
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Must be able to type, talk, listen, and speak clearly on telephone
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Able to sit at a workstation for prolonged periods of time
