Financial Services Specialist

4 weeks ago


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

Triad Financial Services Inc. is seeking a highly skilled and motivated Financial Services Specialist to join our team. As a key member of our Chattel Operations team, you will be responsible for processing incoming loan packages from a diverse client base. This includes monitoring loan documents, ensuring all necessary underwriting conditions are cleared, and communicating with clients and escrow agents to resolve any issues.

Key Responsibilities
  • Process incoming loan packages, ensuring all necessary documents are in order
  • Communicate with clients and escrow agents to resolve any issues or concerns
  • Verify home addresses and ensure all loan information is accurate
  • Timely and accurate data entry into loan tracking system
  • Order flood and tax certifications from third-party vendors
  • Process contract orders and review tax and flood certifications
  • Confirm loan information and send completed packages to end lenders
  • Re-verifying loan information and sending completed files to end lenders
  • 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 statements and balance with escrow

Requirements
  • High school diploma or GED required
  • Strong work ethic and problem-solving skills
  • Excellent verbal and written communication skills
  • Excellent computer proficiency (MS Office - Word, Excel, and Outlook)
  • Ability to work in a team environment and meet deadlines
  • Ability to multitask in a high-growth environment
  • Ability to work independently and carry out assignments to completion

What We Offer
  • Excellent health/dental plans
  • 401k with company matching
  • 15 days of PTO and 7 Federal holidays
  • Internal training programs and educational reimbursement
  • Spot bonuses and employee engagement programs and perks


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