Financial Services Specialist
3 hours ago
We are seeking a highly motivated and skilled Closer/Funder to join our growing team at Triad Financial Services, Inc. NMLS #1063. This is a full-time position in our Jacksonville, FL office.
Key Responsibilities- Process incoming loan packages from a client base that includes Direct Borrowers, Manufactured Home Dealers, and Brokers.
- Monitor all incoming loan doc requests and ensure all necessary underwriting conditions have been cleared for doc prep.
- Communicate with clients and escrow agents for any additional items needed for doc prep.
- Verify home address is consistent on appraisal, title, and loan tracking system.
- Timely and accurate data entry into loan tracking system.
- Order flood and tax certs from 3rd party vendors.
- Order new home appraisals.
- Confirm loan information, accurately type, order and review compliance and send package out for signatures.
- Gather, review and verify conditions, work with broker, dealer and/or borrower to get items needed to complete loan package.
- Works closely with underwriting until all conditions cleared.
- Re-verifying loan information, confirming loan fits in end lender's parameters and sending completed file to end lender.
- Correcting files and accounting when loans are redirected.
- Maintain client relationships and provide superior customer service.
- Must have strong work ethic.
- Strong problem-solving skills.
- Loan processing experience.
- Excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers.
- Excellent computer proficiency (MS Office - Word, Excel and Outlook).
- Must be able to work in a team environment, and meet deadlines, while maintaining a positive attitude and providing exemplary customer service.
- Ability to multitask in a high-growth environment.
- Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices.
- High school diploma or GED required.
- Excellent health/dental plans that go into effect on the first day of your hire.
- 401k with company matching, that starts accumulating on the first day of your first full month.
- 15 days of PTO, with 7 Federal holidays.
- Internal training programs and educational reimbursement.
- Spot bonuses and employee engagement programs and perks.
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