What are the responsibilities and job description for the Data Entry Associate position at Triad Financial Services, Inc.?
Position Overview
Triad Financial Services 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.
Essential Functions:
Triad Financial Services 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.
Essential Functions:
- 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 when volume requires assistance
- 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 manor
- Provide consistent updated to management team regarding assignment statuses
- Assorted other duties as requested by management
- Experience: 1-2 years’ customer service 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
- Skills: Encompass (preferred), MS Office: Excel, Word, Outlook, Able to navigate across network, Windows PC proficient
- Excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers
- 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
- 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 type, talk, listen, and speak clearly on telephone
- Able to sit at a workstation for prolonged periods of time
Salary : $21 - $23
