Closer/FunderTriad 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.
Essential Functions:
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 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
- 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 brokers, dealers and/or borrowers to get items needed to complete loan package. Works closely with underwriting until all conditions cleared.
Under the supervision of the Team Lead, you will be responsible for 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.
Will be first point of contact for Dealers, brokers, borrowers, underwriters, insurance agents and lenders on files submitted.
Keep track of conditions and loan expirations.
Perform related duties as assigned by supervisor
Maintain compliance with all company policies and procedures
Minimum Qualifications:- 0 to 2 years of 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)
- Client relationship and customer service experience a plus.
- Encompass experience a plus
- 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
