Closer Funder I

About the role

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.

Responsibilities

• Process incoming loan packages from Direct Borrowers, Manufactured Home Dealers, and Brokers.
• 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.
• Perform timely and accurate data entry into loan tracking system.
• Order flood and tax certs from third‑party vendors.
• Order new home appraisals.
• Accurately and timely process contract orders and order & review 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 obtain items needed to complete loan package.
• Work closely with underwriting until all conditions are cleared.
• Under supervision of the Team Lead, accurately and timely process:
  • A) List of needed conditions to fund to dealer, broker or borrower.
  • B) Completed loan packages to end lender.
• Re‑verify loan information, confirm loan fits end lender’s parameters, and send completed file to end lender.
• Correct files and accounting when loans are redirected.
• Serve as first point of contact for Dealers, brokers, borrowers, underwriters, insurance agents and lenders on submitted files.
• Keep track of conditions and loan expirations.
• Perform related duties as assigned by supervisor.
• Maintain compliance with all company policies and procedures.