Document Specialist - Triad Financial Services : Job Details

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:

• 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.

Education and/or Work Experience Requirements:

• Experience responding to audits (state, federal and 3rd party)
• Working knowledge of TRID regulations/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

Comp: $25.01/hour+

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