Document Specialist

Triad Financial Services, Inc.; Jacksonville (FL); On-site; USD 45,000 - 55,000; Full time

Job summary

Triad Financial Services, Inc. is looking for a motivated Document Specialist in Jacksonville, Florida. This role involves creating investor packages, auditing compliance of documents, and resolving discrepancies. The ideal candidate should have at least 1 year of experience in an administrative or legal role, possess excellent communication skills, and be proficient in the Microsoft Office suite.

This position may require lifting boxes and managing multiple tasks in a fast-paced environment, ensuring all documents comply with internal and external standards.

Qualifications

• Minimum of 1 year of experience in administrative role or legal documentation preparation.
• Strong attention to detail and excellent communication skills.
• Proficiency in Microsoft Office suite and familiarity with DocuSign preferred.

Responsibilities

• Create investor packages with appropriate documents.
• Audit documents to verify compliance with regulatory requirements.
• Research and resolve discrepancies at loan level.
• Document all loans shipped to purchaser including tracking number.

Skills

Attention to detail

Verbal communication

Written communication

Microsoft Office proficiency

DocuSign experience

Teamwork

Multitasking

Education

1+ years in administrative or related role

Job description

Document Specialist

4 days ago Requisition ID: 1218

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.

Responsibilities

• 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 as 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.

Education and/or Work Experience 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
• 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

Physical Demand

• 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