Data Entry Associate

Join to apply for the Data Entry Associate role at Triad Financial Services, Inc.

Triad Financial Services, Inc. is a leading provider of financial services and solutions, serving clients worldwide. We are seeking a highly motivated and skilled Processing Associate to join our growing team.

• Communicate with parties to the transaction to update them on loan status
• Review loan applications and supporting documentation for completeness and accuracy
• Evaluate credit worthiness by processing loan applications and documentation
• Ensure that all required documents are collected and properly organized
• Operate in accordance with all laws and regulations to meet lending compliance guidelines
• Fully cross‑trained with Originations Indexing Department to assist with assignments as needed
• Handle overflow call volume from Originations Customer Care Department
• Serve as a point of contact for borrowers, loan officers, and underwriters
• Consistently represent the company in a positive and professional manner
• Communicate with applicants to request additional information or clarify documentation
• Ensure credit denials are processed and sent in a timely manner
• Provide consistent updates to management team regarding assignment status
• Assorted other duties as requested by management

• 1–2 years of customer service experience in the finance/mortgage industry
• Proven experience in mortgage processing or a related field is advantageous
• In‑depth knowledge of loan origination processes and procedures
• Computer skills:
  Encompass (preferred), MS Office (Excel, Word, Outlook); proficiency with Windows PC and network navigation
• Excellent verbal and written communication skills, including the ability to effectively communicate with internal and external customers
• Ability to work under pressure and meet deadlines while maintaining a positive attitude and providing exemplary customer service
• Ability to work independently and complete assignments within prescribed routines and standard practices
• High school diploma or GED required

• Ability to safely perform essential job functions in accordance with ADA, FMLA and other applicable standards, including meeting qualitative and quantitative productivity standards
• Ability to maintain regular, punctual attendance consistent with ADA, FMLA and other applicable standards
• Must be able to type, talk, listen, and speak clearly on telephone
• Ability to sit at a workstation for prolonged periods of time

Entry level

Full‑time

Administrative

$21.00/hr – $23.37/hr