Document Specialist
2 days ago
Triad Financial Services is a leading provider of financial services and solutions, serving clients worldwide. We are seeking a highly motivated and skilled Document Specialist to join our growing team.
Essential Functions:
· Create investor packages with appropriate documents.
· Determine loan level risk and salability.
· Audit documents to verify all documents comply with regulatory requirements.
· Audit documents to verify all documents meet investors overlays.
· Audit documents to verify the loan is within program guidelines.
· Verify loan is within ATR/QM limitations.
· Review appraisal for any red flags and LTV.
· Identify, Research and Resolve discrepancies at loan level.
· Upload documents to third party auditors.
· Research and resolve any loan level exceptions determined by third party auditors.
· Scan in all documents required in closing package
· Work with third parties to obtain any outstanding original collateral trailing documents such Deed of Trust/Mortgage, appropriate Riders and final title policy.
· Verify all MH titles have been retired.
· Document trailing documents in tracking system
· Follow up on missing trailing documents
· Store original documents.
· Retrieve original collateral documents and ship to purchaser or custodian for pool purchases.
· Document all loans shipped to purchaser or custodian including tracking number, date shipped.
· Purge loan files as needed to ensure within document retention policy.
Education and/or Work Experience Requirements:
- Experience responding to audits (state, federal and 3rd party)
- Working knowledge of TRID & RESPA regulations/requirements
- Minimum 1+ years’ experience in administrative role, credit processing, legal documentation preparation, UCC processing, or information maintenance
- Ability to work well within a team atmosphere
- Strong attention to detail
- Strong customer service skills
- Excellent verbal and written communication skills
- Proficiency in Microsoft Office suite of products
- Prefer experience with DocuSign or similar product platforms
- Ability to multitask in a fast-paced environment
- Ability to work independently as well as in a team setting
Comp: $25.01/hour+
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