Triad Financial Service Inc.
Document Specialist
Triad Financial Service Inc., Jacksonville, Florida, United States, 32224
Do you have the skills to fill this role Read the complete details below, and make your application today.Job Category:
Chattel OperationsRequisition Number:
DOCUM001824Posted: October 25, 2024Full-TimeJacksonville, FL 32224, USA
Job Details
DescriptionPosition OverviewTriad Financial Services is a leading provider of financial services and solutions, serving clients worldwide. We are seeking a highly motivated and skilled Document Specialist to join our growing team.Essential Functions:• Create investor packages with appropriate documents.• Determine loan level risk and salability.• Audit documents to verify all documents comply with regulatory requirements.• Audit documents to verify all documents meet investors overlays.• Audit documents to verify the loan is within program guidelines.• Verify loan is within ATR/QM limitations.• Review appraisal for any red flags and LTV.• Identify, Research and Resolve discrepancies at loan level.• Upload documents to third party auditors.• Research and resolve any loan level exceptions determined by third party auditors.• Scan in all documents required in closing package• Work with third parties to obtain any outstanding original collateral trailing documents such Deed of Trust/Mortgage, appropriate Riders and final title policy.• Verify all MH titles have been retired.• Document trailing documents in tracking system• Follow up on missing trailing documents• Store original documents.• Retrieve original collateral documents and ship to purchaser or custodian for pool purchases.• Document all loans shipped to purchaser or custodian including tracking number, date shipped.• Purge loan files as needed to ensure within document retention policy.Education and/or Work Experience Requirements:Experience responding to audits (state, federal and 3rd party)Working knowledge of TRID regulations/requirementsMinimum 1+ years’ experience in administrative role, credit processing, legal documentation preparation, UCC processing, or information maintenanceAbility to work well within a team atmosphereStrong attention to detailStrong customer service skillsExcellent verbal and written communication skillsProficiency in Microsoft Office suite of productsPrefer experience with DocuSign or similar product platformsAbility to multitask in a fast-paced environmentAbility to work independently as well as in a team settingComp: $25.01/hour+#PM22#ID
PI291b5d453011-36310-35909954
Chattel OperationsRequisition Number:
DOCUM001824Posted: October 25, 2024Full-TimeJacksonville, FL 32224, USA
Job Details
DescriptionPosition OverviewTriad Financial Services is a leading provider of financial services and solutions, serving clients worldwide. We are seeking a highly motivated and skilled Document Specialist to join our growing team.Essential Functions:• Create investor packages with appropriate documents.• Determine loan level risk and salability.• Audit documents to verify all documents comply with regulatory requirements.• Audit documents to verify all documents meet investors overlays.• Audit documents to verify the loan is within program guidelines.• Verify loan is within ATR/QM limitations.• Review appraisal for any red flags and LTV.• Identify, Research and Resolve discrepancies at loan level.• Upload documents to third party auditors.• Research and resolve any loan level exceptions determined by third party auditors.• Scan in all documents required in closing package• Work with third parties to obtain any outstanding original collateral trailing documents such Deed of Trust/Mortgage, appropriate Riders and final title policy.• Verify all MH titles have been retired.• Document trailing documents in tracking system• Follow up on missing trailing documents• Store original documents.• Retrieve original collateral documents and ship to purchaser or custodian for pool purchases.• Document all loans shipped to purchaser or custodian including tracking number, date shipped.• Purge loan files as needed to ensure within document retention policy.Education and/or Work Experience Requirements:Experience responding to audits (state, federal and 3rd party)Working knowledge of TRID regulations/requirementsMinimum 1+ years’ experience in administrative role, credit processing, legal documentation preparation, UCC processing, or information maintenanceAbility to work well within a team atmosphereStrong attention to detailStrong customer service skillsExcellent verbal and written communication skillsProficiency in Microsoft Office suite of productsPrefer experience with DocuSign or similar product platformsAbility to multitask in a fast-paced environmentAbility to work independently as well as in a team settingComp: $25.01/hour+#PM22#ID
PI291b5d453011-36310-35909954