Triad Financial Services, Inc. ยท 1 day ago
Loan Processor
Jacksonville, FL
Full-time
Onsite
Entry, Mid Level
2+ years expTriad Financial Services, Inc. is involved in mortgage lending operations, and they are seeking a Loan Processor to efficiently process loan files from application to closing. The role involves collecting and reviewing borrower documents, communicating with customers, and collaborating with Loan Officers and Underwriters to ensure timely processing of loan applications.
Financial Services
Responsibilities
Collect and review borrower documents, including income verification, credit reports, and property information, to ensure completeness and accuracy
Process loan files in compliance with company policies, regulatory guidelines, and investor requirements
Communicate with customers to request additional documents or information, provide status updates, and address inquiries throughout the loan process
Work closely with Loan Officers and Underwriters to resolve issues, address conditions, and clear loan file for approval
Maintain detailed and organized loan files, ensuring all documentation is properly documented and stored
Verify data accuracy in loan origination system and other relevant software platforms
Coordinate with third-party vendors, such as appraisers and title companies, to facilitate loan transactions
Adhere to established timelines and service level agreements to meet closing deadlines
Provide exceptional customer service, ensuring a positive experience for borrowers throughout the loan process
Qualification
Required
High school diploma or equivalent is mandatory; a college degree in finance or banking is preferred
Previous experience of 2-3 years in a professional office setting is required, ideally in an administrative or mortgage assistant role
Understanding of various loan products, including conventional loans, FHA, VA, adjustable/fixed-rate mortgages, etc., is essential
Highly driven and goal-oriented, with exceptional customer service and communication capabilities
Comfortable working in a dynamic, fast-paced environment
Skilled in managing a loan pipeline and associated tasks to meet designated turn times effectively
Proficient in Microsoft Office suite; capable of swiftly acquiring proficiency in the company's proprietary mortgage software products
Capable of safely and proficiently performing essential job functions as per ADA, FMLA, and other relevant standards, meeting productivity criteria
Maintain consistent, punctual attendance in compliance with ADA, FMLA, and other regulations
Clear and articulate communication skills on the telephone
Ability to sit at a workstation for extended periods
Proficient in physical typing
Preferred
A college degree in finance or banking
Company
Triad Financial Services, Inc.
Triad Financial Services, Inc.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2017-10-27Acquired
Leadership Team
John Worthington, CPA
Chief Financial Officer
Matthew Heidelberg
Chief Operating Officer
Recent News
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