What are the responsibilities and job description for the Closer/Funder position at Triad Financial Services, Inc.?
Essential Duties and Responsibilities:
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.
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
Education and/or Work Experience Requirements:
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
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