What are the responsibilities and job description for the Document Specialist 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 Document Specialist 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 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.
- Aduit documents to verify all documents meet investors overlays.
- Aduit 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.
- 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
- 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 telephone
- Able to sit or stand at a work station for prolonged periods of time
- Must be able to physically type