Document Specialist

Document SpecialistTriad 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 packageWork 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 systemFollow up on missing trailing documentsStore 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 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 settingPhysical 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 standardsMust be able to talk, listen and speak clearly on telephoneAble to sit or stand at a work station for prolonged periods of timeMust be able to physically type