Financial Services Document Coordinator

7 days ago


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

We are seeking a highly motivated and skilled Financial Services Document Coordinator to join our team at Triad Financial Services Inc.

Key Responsibilities:

  • Create and manage investor packages with relevant documents
  • Determine loan level risk and salability, ensuring compliance with regulatory requirements
  • Audit documents to verify adherence to investors' overlays and program guidelines
  • Verify loans meet ATR/QM limitations and review appraisals for red flags and LTV
  • Identify, research, and resolve discrepancies at the loan level
  • Upload documents to third-party auditors and research/resolve any exceptions determined by them
  • Scan in all required documents for closing packages, work with third parties to obtain original collateral trailing documents, and verify MH titles have been retired
  • Document trailing documents in the tracking system, follow up on missing documents, store originals, and retrieve documents for shipment to purchasers or custodians
  • Purge loan files as needed to ensure document retention policy compliance

Requirements:

  • Experience responding to audits (state, federal, and third-party)
  • Working knowledge of TRID regulations/requirements
  • Minimum 1+ years' experience in an administrative role, credit processing, legal documentation preparation, UCC processing, or information maintenance
  • Ability to work well within a team atmosphere, with strong attention to detail, customer service skills, and excellent verbal and written communication skills
  • Proficiency in Microsoft Office suite of products, preferably with experience using DocuSign or similar platforms
  • Ability to multitask in a fast-paced environment and work independently as well as in a team setting

Estimated Salary:$25.01/hour+


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