Position Overview
Triad Financial Services is a leading provider of financial services and solutions, serving clients in the US. We are seeking a highly motivated and skilled Closer/Funder to join our growing team.
Essential Functions:
Responsible for the processing of incoming loan packages from a client base that includes Direct Borrowers, Manufactured Home Dealers, and Brokers. This includes, but is not necessarily limited to:
- Monitor all incoming loan doc requests
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Ensure all necessary underwriting conditions have been cleared for doc prep
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Communicate with clients and escrow agents for any additional items needed for doc prep
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Verify home address is consistent on appraisal, title, and loan tracking system
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Timely and accurate data entry into loan tracking system
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Order flood and tax certs from 3rd party vendors
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Order new home appraisals
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The accurate and timely processing of contract orders and ordering & reviewing tax and flood certs.
- Confirm loan information, accurately type, order and review compliance and send package out for signatures.
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Gather, review and verify conditions, work with brokers, dealers and/or borrowers to get items needed to complete loan package. Works closely with underwriting until all conditions cleared.
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Under the supervision of the Team Lead, you will be responsible for accurate and timely processing of: A) List of needed conditions to fund to dealer, broker or borrower AND B) Completed loan packages to end lender
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Re-verifying loan information, confirming loan fits in end lender’s parameters and sending completed file to end lender
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Correcting files and accounting when loans are redirected.
- Will be first point of contact for Dealers, brokers, borrowers, underwriters, insurance agents and lenders on files submitted.
- Keep track of conditions and loan expirations.
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Perform related duties as assigned by supervisor
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Maintain compliance with all company policies and procedures
Minimum Qualifications:
- 0 to 2 years of Loan processing experience
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Excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers
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Excellent computer proficiency (MS Office – Word, Excel and Outlook)
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Client relationship and customer service experience a plus.
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Encompass experience a plus
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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 multitask in a high stress environment
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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
