Closer/Funder (Bilingual Preferred)
Company: Triad Financial Services Inc
Location: Jacksonville
Posted on: November 7, 2024
Job Description:
Job Category: Chattel Operations
Requisition Number: CLOSE001823
Posted: October 25, 2024
Full-Time
Jacksonville, FL 32224, USA
Job Details
Description
Triad Financial Services is a leading provider of financial
services and solutions, serving clients worldwide. We are seeking a
highly motivated and skilled Closer/Funder to join our growing
team. Bilingual experience in Spanish is ideal but not required for
this position. This is a full-time position in our Jacksonville, FL
office.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. If you are looking to join an organization with
unlimited internal mobility and career growth, apply today and
let's talk!Essential Functions of the position: Responsible for the
processing of incoming loan packages from a client base that
includes Direct Borrowers, Manufactured Home Dealers, and Brokers.
This includes, but is not necessarily limited to:
- Monitor all incoming loan doc request
- 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
- Order new home appraisals
- 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. Works
closely with underwriting until all conditions cleared.
- 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
- Some basic computer knowledge to save documents into the
servicing system and on a shared drive on the computer
- Maintain compliance with all company policies and
proceduresWhat we would like to see from you:
- 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 requiredSalary Range: $25.00-$27.00
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Keywords: Triad Financial Services Inc, Daytona Beach , Closer/Funder (Bilingual Preferred), Other , Jacksonville, Florida
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