Document Specialist

Position Overview

Triad 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 setting

Comp: $25.01/hour+

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