Data Entry Associate

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 Processing Associate to join our growing team.


Essential Functions:

• Communicate with parties to the transaction to update them on loan status
• Review loan applications and supporting documentation for completeness and accuracy.
• Evaluate credit worthiness by processing loan applications and documentation.
• Ensure that all required documents are collected and properly organized.
• Operate in accordance with all laws and regulations to meet lending compliance guidelines
• Fully cross-trained with Originations Indexing Department to assist with assignments when volume requires assistance
• Handle overflow call volume from Originations Customer Care Department
• Serve as a point of contact for borrowers, loan officers, and underwriters.
• Consistently represent the company in a positive and professional manner.
• Communicate with applicants to request additional information or clarify documentation.
• Ensure credit denials are processed and sent in a timely manor
• Provide consistent updated to management team regarding assignment statuses
• Assorted other duties as requested by management

• Experience: 1-2 years' customer service in the finance/mortgage industry
• Proven experience in mortgage processing or a related field is advantageous.
• In-depth knowledge of loan origination processes and procedures
• Skills: Encompass (preferred), MS Office: Excel, Word, Outlook, Able to navigate across network, Windows PC proficient
• Excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers
• Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service
• 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

• 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 type, talk, listen, and speak clearly on telephone
• Able to sit at a workstation for prolonged periods of time