Financial Services Coordinator

5 days ago


Jacksonville, Florida, United States Triad Financial Service Inc. Full time
Job Title: Financial Services Coordinator

Description

The role of a Financial Services Coordinator is to work closely with the team at Triad Financial Service Inc. to ensure seamless processing of financial services and solutions for clients worldwide.

Key Responsibilities:

  • Create comprehensive investor packages with relevant documents.
  • Evaluate loan-level risk and salability to make informed decisions.
  • Audit documents to verify compliance with regulatory requirements and investor overlays.
  • Verify loans adhere to program guidelines, ATR/QM limitations, and appraisal red flags.
  • Identify and resolve discrepancies at the loan level.
  • Upload documents to third-party auditors and research/resolve exceptions.
  • Scan in required closing package documents and obtain original collateral trailing documents.
  • Document and track trailing documents, ensuring they are stored securely.

Requirements:

  • Experience responding to audits (state, federal, and 3rd party).
  • Working knowledge of TRID & RESPA regulations/requirements.
  • Minimum 1+ years' experience in administrative roles, credit processing, legal documentation preparation, UCC processing, or information maintenance.
  • Strong attention to detail, customer service skills, and excellent verbal/written communication skills.
  • Proficiency in Microsoft Office suite of products and ability to multitask in a fast-paced environment.

Compensation: $25.01/hour+



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