Triad Financial Service Inc.
Closer Funder
Job Location
Anaheim, CA, United States
Job Description
Job Category: Chattel Operations
Requisition Number: CLOSE001608
Posted: June 18, 2024
Full-Time
Anaheim, CA 92806, USA
Job Details
Description
Triad Financial Services is a leading provider of financial services and solutions, serving clients worldwide. We are seeking a highly motivated and skilled Closer/Funder to join our growing team.
Essential Functions:
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 request
- 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 broker, dealer and/or borrower to get items needed to complete loan package. Works closely with underwriting until all conditions cleared.
- The 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.
- First point of contact for Dealers, brokers, borrowers, underwriters, insurance agents and lenders on files submitted.
- Keep track of condition and loan expirations.
- Prepare and issue loan documents to escrow for borrower signature.
- Ensure all loan documents are issued within department turn time policy
- Analyze preliminary closing statement and balance with escrow
- Some basic computer knowledge to save documents into the servicing system and on a shared drive on the computer
- Perform related duties as assigned by supervisor
- Maintain compliance with all company policies and procedures
Minimum Qualifications:
- Maintain client relationships and provide superior customer service.
- Must have strong work ethic
- Strong problem-solving skills
- 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
Salary Range: $25.00 To $26.00
#ID
#PM22
PI7a20d3bd5c57-30210-34693229
Location: Anaheim, California, US
Posted Date: 7/3/2024
Contact Information
Contact | Human Resources Triad Financial Service Inc. |
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