Financial Services Coordinator
5 days ago
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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