Closer I
Triad Financial Services, Inc. NMLS #1063
Position Overview Triad Financial Services is a leading provider of financial services and solutions, serving clients in the US. We are seeking a highly motivated and skilled Closer/Funder to join our growing team. Essential Functions: 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 requests * 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 brokers, dealers and/or borrowers to get items needed to complete loan package. Works closely with underwriting until all conditions cleared. * Under the supervision of the Team Lead, you will be responsible for 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. * Will be first point of contact for Dealers, brokers, borrowers, underwriters, insurance agents and lenders on files submitted. * Keep track of conditions and loan expirations. * Perform related duties as assigned by supervisor * Maintain compliance with all company policies and procedures Minimum Qualifications: * 0 to 2 years of 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) * Client relationship and customer service experience a plus. * Encompass experience a plus * Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service * Ability to multitask in a high stress 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 required Compensation details: 25 Hourly Wage PIa7c728f1a882-29400-40679006
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