Mortgage Process Expert

5 days ago


Jacksonville, Florida, United States Triad Financial Services, Inc. Full time

At Triad Financial Services, Inc. we are committed to providing exceptional customer service and ensuring a smooth loan process.

We are seeking a highly motivated and organized Loan Processor to join our team in Jacksonville, FL.

In this role, you will be responsible for collecting and reviewing borrower documents, communicating with customers, and collaborating with Loan Officers and Underwriters to ensure timely and accurate processing of loan applications.

This is a full-time position offering a competitive salary range of $52,000 to $60,000 per year, depending on experience, skill set, education, and job fit.

We offer a comprehensive benefit package including 3 weeks of PTO, tuition reimbursement, 401k with corporate matching, health benefits on Day 1, and more.

Key Responsibilities:

  • Collect and review borrower documents, including income verification, credit reports, and property information, to ensure completeness and accuracy.
  • Process loan files in compliance with company policies, regulatory guidelines, and investor requirements.
  • Communicate with customers to request additional documents or information, provide status updates, and address inquiries throughout the loan process.
  • Work closely with Loan Officers and Underwriters to resolve issues, address conditions, and clear loan file for approval.
  • Maintain detailed and organized loan files, ensuring all documentation is properly documented and stored.
  • Verify data accuracy in loan origination system and other relevant software platforms.
  • Coordinate with third-party vendors, such as appraisers and title companies, to facilitate loan transactions.
  • Adhere to established timelines and service level agreements to meet closing deadlines.
  • Provide exceptional customer service, ensuring a positive experience for borrowers throughout the loan process.

Minimum Qualifications:

  • High school diploma or equivalent is mandatory; a college degree in finance or banking is preferred.
  • Previous experience of 2-3 years in a professional office setting is required, ideally in an administrative or mortgage assistant role.
  • Understanding of various loan products, including conventional loans, FHA, VA, adjustable/fixed-rate mortgages, etc., is essential.
  • Highly driven and goal-oriented, with exceptional customer service and communication capabilities.
  • Comfortable working in a dynamic, fast-paced environment.
  • Skilful in managing a loan pipeline and associated tasks to meet designated turn times effectively.
  • Proficient in Microsoft Office suite; capable of swiftly acquiring proficiency in the company's proprietary mortgage software products.


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