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.
• Aduit documents to verify all documents meet investors overlays.
• Aduit 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.
• Responsible for lifting 30 – 40lb File Boxes from floor to table, floor to cart and floor to shipping platforms, as boxes are required for shipping and receiving from other offices.
• Responsible for other tasks assigned by Management that may not be listed herein.

Education and/or Work Experience 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

Physical Demand: 

• Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards.
• Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards
• Must be able to talk, listen and speak clearly on telephone
• Able to sit or stand at a work station for prolonged periods of time
• Must be able to physically type

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