Financial Services Specialist
4 weeks ago
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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