Credit Readiness & Onboarding Specialist

Triad Financial Services Inc; Jacksonville (FL); On-site; USD 52,000 - 76,000; Full time

Job summary

Triad Financial Services Inc. is seeking a Credit Coordinator to bridge application intake and underwriting by validating file completeness and coordinating documentation. You will support onboarding, manage approval conditions, and ensure files are decision-ready prior to underwriting review.

The role requires extreme accuracy, the ability to review complex financial and legal documents, and strong communication. 2+ years in financial services or related field is preferred.

Qualifications

• Extreme accuracy and attention to detail.
• Ability to 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

Extreme accuracy

Review documentation

Multi-tasking

Entity structure analysis

Financial/legal document literacy

Prioritization

Record keeping / audit trails

Software navigation

Microsoft Office (Word, Excel, Outlook

Strong verbal & written communication

Tools

Microsoft Office

Job description

Triad Financial Services Inc. is seeking a Credit Coordinator to bridge application intake and underwriting by validating file completeness and coordinating documentation. You will support onboarding, manage approval conditions, and ensure files are decision-ready prior to underwriting review.

The role requires extreme accuracy, the ability to review complex financial and legal documents, and strong communication. 2+ years in financial services or related field is preferred.