Mortgage Document Specialist

Triad Financial Service Inc.
Jacksonville, Florida, United States, 32224
$25,01-$27,79 an hour
Full-time
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Job Category : Loan Servicing

Requisition Number : MORTG001611

Posted : June 21, 2024

Full-Time

Jacksonville, FL 32224, USA

Job Details

Description

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

Essential Functions :

  • Create investor packages with appropriate documents.
  • Determine loan level risk and salability.
  • Audit documents to verify all documents comply with regulatory requirements.
  • Audit documents to verify all documents meet investors overlays.
  • Audit documents to verify the loan is within program guidelines.
  • Verify loan is within ATR / QM limitations.
  • Review appraisal for any red flags and LTV.
  • Identify, Research and Resolve discrepancies at loan level.
  • Upload documents to third party auditors.
  • Research and resolve any loan level exceptions determined by third party auditors.
  • Scan in all documents required in closing package
  • Work with third parties to obtain any outstanding original collateral trailing documents such Deed of Trust / Mortgage, appropriate Riders and final title policy.
  • Verify all MH titles have been retired.
  • Document trailing documents in tracking system
  • Follow up on missing trailing documents
  • Store original documents.
  • Retrieve original collateral documents and ship to purchaser or custodian for pool purchases.
  • Document all loans shipped to purchaser or custodian including tracking number, date shipped.
  • Purge loan files as needed to ensure within document retention policy.
  • Responsible for lifting 30 40lb File Boxes from floor to table, floor to cart and floor to shipping platforms, as boxes are required for shipping and receiving from other offices.
  • Responsible for other tasks assigned by Management that may not be listed herein.

Education and / or Work Experience Requirements :

  • Minimum 1+ years’ experience in administrative role, credit processing, legal documentation preparation, UCC processing, or information maintenance
  • Ability to work well within a team atmosphere
  • Strong attention to detail
  • Strong customer service skills
  • Excellent verbal and written communication skills
  • Proficiency in Microsoft Office suite of products
  • Prefer experience with DocuSign or similar product platforms
  • Ability to multitask in a fast-paced environment
  • Ability to work independently as well as in a team setting

Physical Demand :

  • Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and / or quantitative productivity standards.
  • Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards
  • Must be able to talk, listen and speak clearly on tele
  • Able to sit or stand at a work station for prolonged periods of time
  • Must be able to physically type

Salary Range : $25.01 To $27.79

PM22

PI34e98c479f38-26276-34716384

26 days ago
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