Triad Financial Services is currently seeking a Closer.

Essential Duties and Responsibilities:

1. Receive, review/audit and clear incoming signed loan doc packages and stack the file for final audit.

2. Communicate with clients, dealers and/or brokers for any additional conditions needed for completing loan.

3. Gather and send back to underwriter all outstanding UW conditions.

4. Keep track of paystub & loan expiration dates.

5. Keep track of payments made before funding.

6. Review and clear insurance.

7. Understanding the different needs of each bank.

8. Retype docs and forward for signature if loan or lender changes.

9. Order and disburse all funds once loan ready to move to end lender.

10. Send mortgages to be recorded.

11. Perform accounting forensics if loan doesn’t reconcile after lender purchase.

12. Perform related duties as assigned by supervisor.

13. Maintain compliance with all company policies and procedures.

Candidate will also be trained and expected to know Typers position:

1. Monitor all incoming loan doc requests.

2. Ensure all necessary underwriting conditions have been cleared for doc prep.

3. Communicate with borrowers, brokers and dealers for any additional items needed for doc prep.

4. Verify all items entered at processing matches uploaded documents and Contract Order Form. (Address, All ID information, Home etc…)

5. Order and review flood and tax certs from 3rd party vendors.

6. Review property report and/or appraisal ordered by underwriters.

7. Ensure all required UW conditions are cleared for docs.

8. Timely and accurately enter data into system and send documents for signature.

9. Perform related duties as assigned by supervisor.

10. Maintain compliance with all company policies and procedures

Candidate will also be trained and expected to know Funders position:

1. Funder performs verifications on all of the above and certifies it is ready to move to bank with additional duties: Packages and sends completed files to end lender for purchase.

2. Understanding the different needs of each bank.

3. Send assignments to be recorded.

4. Balances accounting discrepancies if needed and/or when lender redirect happens after funding.

5. Perform related duties as assigned by supervisor.

6. Maintain compliance with all company policies and procedures

PM22

• 
  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 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
• Must be able to work in our Jacksonville, FL office on a full time basis.

Triad Financial Services offers excellent health care benefits, a 401K match program, the opportunity to earn 15 days of paid time off within your first year of working and 7 paid holidays.