Loan Support Specialist

Position Overview

Triad Financial Services is a leading provider of financial services and solutions, serving clients nationwide. We are seeking a highly motivated and skilled Loan Support Specialist to join our growing team.

Essential Functions

• Order third-party services (e.g., appraisals, title commitments, tax certificates, flood certifications/determinations) based on Processor direction and authorization
• Confirm vendor receipt of orders, required documentation, and expected turnaround times
• Proactively follow up with vendors and internal stakeholders to ensure timely return of all third-party items
• Routinely completed documents to the Processor for review and approval, and ensure proper upload to the loan file
• Track all outstanding orders, statuses, and timelines; manage re-orders or revisions as needed
• Identify and escalate delays, discrepancies, or missing information to the Processor to minimize potential closing impacts

Key Focus Areas

• Cycle Time Management: Maintain momentum on all third-party items to support timely closings
• Communication: Provide clear, consistent updates to vendors, Processors, and Originators
• Accuracy: Ensure all orders and documentation are complete and correct, including property details, borrower information, and loan identifiers

Work Experience Requirements, Knowledge, Skills, And Abilities

• Experience in mortgage operations or a related role, with familiarity in third-party vendor management and ordering platforms
• Strong organizational and time management skills, with the ability to prioritize multiple tasks effectively
• Proven ability to follow up persistently and manage vendor relationships
• Detail-oriented with a focus on documentation accuracy
• Comfortable working within defined service level agreements (SLAs) and turnaround expectations
• Excellent communication skills, both verbal and written, with the ability to interact professionally with internal and external stakeholders
• Detail-oriented, organized, and capable of managing multiple priorities in a fast-paced environment

Physical Demand

• Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards
• Maintain consistent, punctual attendance in compliance with ADA, FMLA, and other regulations
• Clear and articulate communication skills on the telephone
• Ability to sit at a workstation for extended periods
• Proficient in physical typing