Financial Services Specialist

4 weeks ago


Jacksonville, Florida, United States Triad Financial Services, Inc. NMLS #1063 Full time
Financial Services Specialist

Triad Financial Services, Inc. NMLS #1063 is seeking a highly motivated and skilled Financial Services Specialist to join our growing team. As a key member of our Chattel Operations team, you will be responsible for processing incoming loan packages from a client base that includes Direct Borrowers, Manufactured Home Dealers, and Brokers.

Key Responsibilities:

  • Monitor all incoming loan doc requests and 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.

Requirements:

  • Maintain client relationships and provide superior customer service.
  • Must have strong work ethic.
  • Strong problem-solving skills.
  • Loan processing experience.
  • Excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers.
  • Excellent computer proficiency (MS Office – Word, Excel and Outlook).
  • Must be able to work in a team environment, and meet deadlines, while maintaining a positive attitude and providing exemplary customer service.
  • Ability to multitask in a high-growth environment.
  • 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.

What We Offer:

  • Excellent health/dental plans that go into effect on the first day of your hire.
  • 401k with company matching, that starts accumulating on the first day of your first full month.
  • 15 days of PTO, with 7 Federal holidays.
  • Internal training programs and educational reimbursement.
  • Spot bonuses and employee engagement programs and perks.


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