Triad Financial Services, Inc.
Document Specialist
Triad Financial Services, Inc., Jacksonville, Florida, United States, 32290
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.
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 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 & RESPA 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+
#PM22
#ID
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. recblid l7eeog1fvmsso87knexyjxum7b0lgk
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.
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 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 & RESPA 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+
#PM22
#ID
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. recblid l7eeog1fvmsso87knexyjxum7b0lgk