Company: Triad Financial Service Inc.
Posted on: January 27, 2023
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
proceduresPM22Requirements: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.
Keywords: Triad Financial Service Inc., Jacksonville , Closer, Other , Jacksonville, Florida
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