Document Specialist

2 days ago


Jacksonville, United States Triad Financial Services, Inc. Full time
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 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+

#PM22

#ID
  • Document Specialist

    4 weeks ago


    Jacksonville, United States Triad Financial Service Inc. Full time

    Job Category: Chattel OperationsRequisition Number: DOCUM001824Posted: October 25, 2024Full-TimeJacksonville, FL 32224, USAJob Details Description 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 Document Specialist to join our...


  • Jacksonville, Florida, United States Triad Financial Service Inc. Full time

    Job Summary:Triad Financial Services Inc. 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 team.Key Responsibilities:• Create investor packages with appropriate documents.• Determine loan level risk and salability.• Audit documents to...


  • Jacksonville, Florida, United States Triad Financial Services, Inc. Full time

    Triad Financial Services, Inc. is a leading provider of financial services and solutions serving clients worldwide. We are seeking a skilled Document Preparation Specialist to join our team.>


  • Jacksonville, Florida, United States Triad Financial Service Inc. Full time

    Triad Financial Services Inc. 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 in Jacksonville, FL 32224, USA.The estimated salary for this role is $25.01 per hour plus benefits.Job DescriptionThis position involves creating investor...


  • Jacksonville, Florida, United States PAZA Motors Inc Full time

    Job OverviewPAZA Motors, Inc. is a leading logistics company in Jacksonville, Florida, specializing in export services and inland transportation worldwide.We are seeking a highly motivated and detail-oriented documentation specialist to join our Documentation Team. As a key member of our team, you will play a crucial role in ensuring timely and accurate...


  • Jacksonville, Florida, United States Triad Financial Service Inc. Full time

    Job OverviewWe are seeking a skilled Document Specialist to join our team at Triad Financial Services Inc. The ideal candidate will possess strong analytical skills, attention to detail, and the ability to work effectively in a fast-paced environment.

  • Document Specialist

    5 days ago


    Jacksonville, Florida, United States Triad Financial Services, Inc. Full time

    Financial Operations RoleTriad Financial Services, Inc. is a prominent provider of financial solutions and services, serving clients globally.We are seeking a highly skilled Document Specialist to join our team, playing a pivotal role in the financial operations process.

  • Document Specialist

    3 weeks ago


    Jacksonville, FL, United States Triad Financial Service Inc. Full time

    Job Category: Chattel OperationsRequisition Number: DOCUM001824Posted: October 25, 2024Full-TimeJacksonville, FL 32224, USAJob Details Description 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 Document Specialist to join our...

  • Document Specialist

    1 week ago


    Jacksonville, United States KLS Martin Full time

    Job DetailsJob Location Manufacturing - Jacksonville, FLPosition Type Full TimeEducation Level High School Travel Percentage NoneJob Shift Day Description Who We Are At KLS Martin, we offer a unique opportunity to contribute to the success of a dynamic and thriving company whose products are used daily across the world to help surgical patients. The...


  • Jacksonville, United States Saint Vincent's Medical Center Riverside Full time

    Clinical Document Improvement Specialist RNDetails * Department: Total Quality Management * Schedule: Full-Time; Days; Monday - Friday 8am-4:30pm * Hospital: Ascension St. Vincents Riverside * Location: Jacksonville, Florida * CDI experience 5 or more years experience in Med Surg/ ICU Benefits Paid time off (PTO) Various health insurance options &...


  • Jacksonville, Florida, United States The Center for Orthopedic and Research E Full time

    Job OverviewThe Center for Orthopedic and Research Excellence is a regional leader in musculoskeletal care, established in 2001. Our mission is to provide industry-leading five-star orthopedic care to patients across the region.We offer a competitive salary range of $45,000 - $55,000 per year, depending on experience, as well as a robust benefits package...


  • Jacksonville, United States MSCCN Full time

    Business Title: Document Processor, Seasonal Support Requisition Number: 118378 - 23 Function: Business Support Services Area of Interest: State: FL City: Jacksonville Description: Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in todays most important industries. Our growth is...


  • Jacksonville, United States MSCCN Full time

    Business Title: Document Processor, Seasonal Support Requisition Number: 118378 - 23 Function: Business Support Services Area of Interest: State: FL City: Jacksonville Description: Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in todays most important industries. Our growth is...

  • Support Specialist II

    1 month ago


    Jacksonville, United States Inogen Full time

    Description Job Summary:  The Support Specialist assists Inogen in ensuring that the equipment placed in the client's home meets the Patient's clinical needs. The primary focus for the Support Specialist is to support the local Referral Development Manager (RDM). Allowing the RDM to shift their focus away from delivery and setup of Inogen provided...


  • Jacksonville, Florida, United States Stellar Energy Americas Inc Full time

    **Job Title:** Industrial Quality Assurance Specialist**Location:** Jacksonville, FL (Manufacturing Facility)**Job Type:** Full-time, Non-ExemptCompany Overview:Stellar Energy Americas Inc. is a leading provider of energy solutions, and we are seeking an experienced Quality Assurance Specialist to join our team.**Job Description:**The Industrial Quality...


  • Jacksonville, Florida, United States LINCHPIN SOLUTIONS INC Full time

    **Job Description for IT Infrastructure Specialist at Linchpin Solutions Inc.**We are seeking a skilled IT Infrastructure Specialist to join our team in Jacksonville, FL.About Us:Linchpin Solutions Inc. is a professional services organization committed to delivering qualified candidates that meet or exceed clients' technical and management expectations.Job...


  • Jacksonville, United States Ascendo Full time

    Our client is looking for a Grant Compliance Specialist to join their team. This role is essential for reporting, record-keeping, and administrative support related to various grants. The Grant Compliance Specialist will work closely with case managers to obtain, verify, and approve requests for Temporary Financial Assistance (TFA), while ensuring compliance...


  • Jacksonville, Florida, United States LHH Recruitment Solutions Full time

    Job OverviewLHH Recruitment Solutions is seeking a skilled litigation support specialist to join our team in Jacksonville, FL. As a key member of our team, you will be responsible for providing high-quality support to our clients by drafting and formatting correspondence and legal documents, maintaining records, calendaring, and coordinating court dates and...

  • Nurse Specialist

    6 days ago


    Jacksonville, Texas, United States CHRISTUS Health Full time

    Nurse Specialist Position at CHRISTUS HealthWe are seeking a skilled and dedicated Nurse Specialist to join our team at CHRISTUS Health. As a key member of our healthcare staff, you will be responsible for providing exceptional patient care and contributing to the overall success of our organization.About the RoleThis is a per diem as needed position that...

  • Specialist, Title

    7 days ago


    Jacksonville, United States Ritchie Bros. Full time

    Job Description Here at IAA, an RB Global Inc, company, our Title Specialists play a critical role in our vehicle life cycle process which includes processing and filing vehicle title documents, reviewing and following up on missing items, and identifying inventory reduction opportunities for our salvage auction facilities. Title Specialists embody our "will...