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Financial Services Associate

2 months ago

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

We are seeking a highly motivated and skilled Processing Associate to join our growing team at Triad Financial Services Inc.

The ideal candidate will have 1-2 years' customer service experience in the finance/mortgage industry, with in-depth knowledge of loan origination processes and procedures.

Key Responsibilities
  • Communicate with parties to the transaction to update them on loan status
  • Process applications in accordance with all client and regulatory requirements
  • Evaluate credit worthiness by processing loan applications and documentation
  • Assign work to other Indexing Associates and Data Entry Associates as needed
  • Operate in accordance with all laws and regulations to meet lending compliance guidelines
  • Fully cross-trained with Originations Indexing Department to assist with assignments when volume requires assistance
  • Handle overflow call volume from Originations Customer Care Department
  • Achieve company performance goals
  • Consistently 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 team regarding assignment statuses
  • Assorted other duties as requested by management
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, Able to navigate across network, Windows PC proficient
  • Excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers
  • Must be able 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
  • Must be responsible and reliable
  • 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