Loan Processing Manager

1 week ago


Anaheim, California, United States Triad Financial Services, Inc. Full time
Job Summary
We are seeking a skilled Closer/Funder to join our team at Triad Financial Services, Inc. in Anaheim, CA. This is a full-time position that offers a competitive salary range of $23.00 To $27.00/hour and an incentive plan to reward exceptional performance. As a key member of our financial services team, you will be responsible for processing incoming loan packages from a diverse client base. Your primary focus will be on ensuring all necessary underwriting conditions have been met for document preparation and communicating effectively with clients and escrow agents.

Responsibilities:
• Process incoming loan packages from a client base that includes Direct Borrowers, Manufactured Home Dealers, and Brokers.
• 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.
• The accurate and timely processing of contract orders and ordering & reviewing tax and flood certs.
• 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.
• The accurate and timely processing of: A) List of needed conditions to fund to dealer, broker or borrower AND B) Completed loan packages to end lender.
• 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.
• First point of contact for Dealers, brokers, borrowers, underwriters, insurance agents and lenders on files submitted.
• Keep track of condition and loan expirations.
• Prepare and issue loan documents to escrow for borrower signature.
• Ensure all loan documents are issued within department turn time policy.
• Analyze preliminary closing statement and balance with escrow.
• Some basic computer knowledge to save documents into the servicing system and on a shared drive on the computer.
• Maintain compliance with all company policies and procedures.

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