Financial Services Associate

2 days ago


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

We are seeking a highly motivated and skilled Financial Services Associate to join our team at Triad Financial Services Inc. The ideal candidate will have experience in customer service, loan origination processes, and procedures.

Key Responsibilities
  • Communicate with clients and stakeholders to update them on loan status
  • Process loan applications in accordance with client and regulatory requirements
  • Evaluate credit worthiness by processing loan applications and documentation
  • Assign work to other team members as needed
  • Operate in accordance with all laws and regulations to meet lending compliance guidelines
  • Fully cross-trained with other departments to assist with assignments when volume requires assistance
  • Handle high-volume call volume from clients
  • Achieve company performance goals
  • Represent the company in a positive and professional manner
  • Business writing experience
  • Ensure credit denials are processed and sent in a timely manner
  • Provide consistent updates to management regarding assignment statuses
Requirements
  • Experience: 1-2 years' customer service in the finance/mortgage industry
  • In-depth knowledge of loan origination processes and procedures
  • Skills: Encompass (preferred), MS Office: Excel, Word, Outlook, Ability to navigate across network, Windows PC proficient
  • Excellent verbal and written communication skills, including ability to effectively communicate with internal and external clients
  • Ability to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service
  • 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
Benefits
  • Competitive salary
  • Health, dental, and vision insurance
  • Retirement savings plan
  • Paid time off and holidays
  • Opportunities for professional development and advancement
  • Friendly and collaborative work environment


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