Financial Services Specialist
4 weeks ago
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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