Financial Services Specialist

7 days ago

Jacksonville, Florida, United States Triad Financial Service Inc. Full time
Job Title: Closer/Funder (Bilingual)Job Summary:

Triad Financial Services Inc. is seeking a highly motivated and skilled Closer/Funder to join our growing team. As a Closer/Funder, you will be responsible for processing incoming loan packages from a client base that includes Direct Borrowers, Manufactured Home Dealers, and Brokers. This role requires strong problem-solving skills, excellent verbal and written communication skills, and the ability to work in a team environment.

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.
  • 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.
  • 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:

We offer excellent health/dental plans that go into effect on the first day of your hire. We also offer 401k with company matching, that starts accumulating on the first day of your first full month. Triad gives you 15 days of PTO, with 7 Federal holidays. We offer internal training programs and educational reimbursement, as well as spot bonuses and employee engagement programs and perks.

Salary Range: $24.00-$27.00

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