Closer
Company: Triad Financial Service Inc.
Location: Jacksonville
Posted on: January 25, 2023
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Job Description:
Description:
Triad Financial Services is currently seeking a Closer.Essential
Duties and Responsibilities: 1. Receive, review/audit and clear
incoming signed loan doc packages and stack the file for final
audit. 2. Communicate with clients, dealers and/or brokers for any
additional conditions needed for completing loan. 3. Gather and
send back to underwriter all outstanding UW conditions. 4. Keep
track of paystub & loan expiration dates. 5. Keep track of payments
made before funding. 6. Review and clear insurance. 7.
Understanding the different needs of each bank. 8. Retype docs and
forward for signature if loan or lender changes. 9. Order and
disburse all funds once loan ready to move to end lender. 10. Send
mortgages to be recorded. 11. Perform accounting forensics if loan
doesn't reconcile after lender purchase. 12. Perform related duties
as assigned by supervisor. 13. Maintain compliance with all company
policies and procedures. Candidate will also be trained and
expected to know Typers position:1. Monitor all incoming loan doc
requests. 2. Ensure all necessary underwriting conditions have been
cleared for doc prep. 3. Communicate with borrowers, brokers and
dealers for any additional items needed for doc prep. 4. Verify all
items entered at processing matches uploaded documents and Contract
Order Form. (Address, All ID information, Home etc---) 5. Order and
review flood and tax certs from 3rd party vendors. 6. Review
property report and/or appraisal ordered by underwriters. 7. Ensure
all required UW conditions are cleared for docs. 8. Timely and
accurately enter data into system and send documents for signature.
9. Perform related duties as assigned by supervisor. 10. Maintain
compliance with all company policies and proceduresCandidate will
also be trained and expected to know Funders position:1. Funder
performs verifications on all of the above and certifies it is
ready to move to bank with additional duties: Packages and sends
completed files to end lender for purchase. 2. Understanding the
different needs of each bank. 3. Send assignments to be recorded.
4. Balances accounting discrepancies if needed and/or when lender
redirect happens after funding. 5. Perform related duties as
assigned by supervisor. 6. Maintain compliance with all company
policies and proceduresPM22
Requirements:
Excellent verbal and written communication skills, including
ability to effectively communicate with internal and external
customersExcellent computer proficiency (MS Office - Word, Excel
and Outlook)Must be able to work under pressure and meet deadlines,
while maintaining a positive attitude and providing exemplary
customer serviceAbility to work independently and to carry out
assignments to completion within parameters of instructions given,
prescribed routines, and standard accepted practicesHigh school
diploma or GED required Must be able to work in our Jacksonville,
FL office on a full time basis. Triad Financial Services offers
excellent health care benefits, a 401K match program, the
opportunity to earn 15 days of paid time off within your first year
of working and 7 paid holidays. PI202030217
Keywords: Triad Financial Service Inc., Jacksonville , Closer, Other , Jacksonville, Florida
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