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Triad Financial Services, Inc. · 21 hours ago

Closer Funder I

Anaheim, CA

Full-time

Onsite

New Grad, Entry Level

$25/hr - $27/hr

0+ years exp

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, responsible for processing loan packages and ensuring compliance with underwriting conditions.

Financial Services

Responsibilities

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

Qualification

Loan processing experienceEncompass experienceMS Office proficiencyCustomer service experienceMultitaskCommunication skillsWork independently

Required

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)

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