Document Specialist
Triad Financial Service Inc., Jacksonville, FL, United States
Job Category: Chattel Operations
Requisition Number: DOCUM001824
Posted: October 25, 2024
Full-Time
Jacksonville, FL 32224, USA
Job Details
Description
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.
• Aud it 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/requirements
- Minimum 1+ years' experience in administrative role, credit processing, legal documentation preparation, UCC processing, or information maintenance
- Ability to work well within a team atmosphere
- Strong attention to detail
- Strong customer service skills
- Excellent verbal and written communication skills
- Proficiency in Microsoft Office suite of products
- Prefer experience with DocuSign or similar product platforms
- Ability to multitask in a fast-paced environment
- Ability to work independently as well as in a team setting
Comp: $25.01/hour+
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