What are the responsibilities and job description for the Closer/Funder position at Triad Financial Services Inc?
Description
Triad Financial Services is looking for an a Closer/Funder candidate. The Closer/Funder associate will be responsible for the processing of incoming loan packages from a client base that includes Direct Borrowers, Manufactured Home Dealers, and Brokers.
Essential Duties and Responsibilities:
· 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.
· 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
Requirements
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
- High school diploma or GED required
What we Offer:
The Closer/Funder position is a full time, in-office position in Jacksonville, FL. Triad offers a complete benefit program that includes Med/Dent/Vision, 401k with a corporate match, PTO program 7 paid holidays.
Salary : $42,000 - $45,000
