Closer
Triad Financial Services, Inc. · Jacksonville, FL · 1 wk ago
ManagementFull-time
Essential Functions
- Maintain accuracy and timeliness in processing loan packages.
- Communicate with clients and escrow agents for additional items needed.
- Order flood and tax certs from third-party vendors.
- Verify home address consistency across appraisal, title, and loan tracking system.
- Timely and accurate data entry into loan tracking system.
- Work closely with underwriting until all conditions are cleared.
- Process contract orders and ordering/reviewing tax and flood certs.
- Confirm loan information and send completed files for signatures.
- Gather, review, and verify conditions, working with brokers, dealers, and borrowers.
- Understand and follow company policies and procedures.
Minimum Qualifications
- 0 to 2 years of loan processing experience.
- Excellent verbal and written communication skills.
- Excellent computer proficiency (MS Office – Word, Excel, and Outlook).
- Client relationship and customer service experience a plus.
- Encompass experience a plus.
- Ability to work under pressure and meet deadlines.
- Positive attitude and exemplary customer service.
- Ability to multitask in a high-stress environment.
- Ability to work independently and complete tasks within given parameters.
- High school diploma or GED required.