Credit Readiness & Onboarding Coordinator

Triad Financial Services, Inc.; Jacksonville (FL); On-site; USD 52,000 - 75,000; Full time

Job summary

Triad Financial Services, Inc. in Jacksonville, FL, is seeking a Credit Coordinator to bridge application intake and underwriting by validating file completeness, coordinating documentation, and ensuring files are decision-ready prior to underwriting.

Essential functions include reviewing files for completeness, resolving deficiencies, organizing financial statements, drafting onboarding documents, and tracking approval conditions with cross-functional teams.

Qualifications

• Extreme accuracy and attention to detail.
• Review documentation for completeness, identify discrepancies, and resolve deficiencies.
• Ability to analyze business entity structures and identify ownership relationships.
• Ability to interpret financial, legal, organizational, and business documentation.
• Demonstrated ability to manage multiple priorities and deadlines in a fast-paced environment.
• Demonstrated ability to maintain accurate records, documentation, and audit trails.
• Ability to learn and navigate multiple software systems and databases.
• Proficient with Microsoft Office applications including Word, Excel, Outlook.
• Strong organizational and time-management skills with the ability to manage multiple priorities and deadlines simultaneously.
• Strong verbal and written communication skills.
• Experience drafting, reviewing, or managing business, legal, or lending documentation preferred.
• Experience supporting commercial lending, commercial credit, banking, financial services, mortgage lending, dealer services, or credit operations preferred.
• 2+ years of experience in financial services, lending, banking, credit operations, loan processing, underwriting support, or a related field preferred.

Responsibilities

• Review Processor - prepared files for completeness, accuracy, and adherence to required documentation standards.
• Resolve deficiencies requiring judgment, interpretation, or coordination with Sales.
• Organize financial statements and supporting schedules for Underwriter review.
• Identify inconsistencies or potential risk indicators within submitted financial or organizational data.
• Ensure all applications meet internal policy standards prior to underwriting.
• Serve as escalation point for complex entity structures or multi-entity relationships.
• Draft and circulate approval letters, credit agreements, and onboarding documents using standardized templates.
• Incorporate approved deal terms into legal documentation for manager review.
• Manage approval conditions, track outstanding items, and validate completeness prior to final approval.
• File UCC-1 financing statements and ensure proper documentation is retained.
• Execute onboarding by submitting IT setup requests and managing follow-up through completion.
• Deliver partner credentials, system access, and onboarding materials.
• Coordinate with Sales, Marketing, and internal teams to confirm onboarding readiness and activation.
• Maintain pipeline reporting and provide accurate status updates.
• Backfill Credit Processor responsibilities as needed to maintain workflow continuity.

Skills

Accuracy

Documentation review

Entity structures

Financial documentation

Multitasking

Record keeping

Software proficiency

MS Office

Organizational skills

Communication skills

Lending documentation

Financial services experience

Education

Tools

Microsoft Office

Excel

Job description

Triad Financial Services, Inc. in Jacksonville, FL, is seeking a Credit Coordinator to bridge application intake and underwriting by validating file completeness, coordinating documentation, and ensuring files are decision-ready prior to underwriting.

Essential functions include reviewing files for completeness, resolving deficiencies, organizing financial statements, drafting onboarding documents, and tracking approval conditions with cross-functional teams.