Closer

Position: Closer I
Position Overview

Triad 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