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Document Specialist

Company: Triad Financial Services Inc
Location: Jacksonville
Posted on: November 7, 2024

Job Description:

Job Category: Chattel Operations
Requisition Number: DOCUM001824
Posted: October 25, 2024
Full-Time
Jacksonville, FL 32224, USA

Job Details

Description
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 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





    PIb8348d8b3ac2-37248-35909954

Keywords: Triad Financial Services Inc, Palm Coast , Document Specialist, Other , Jacksonville, Florida

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