Loan Funding Specialist - Close & Fund Fast

Triad Financial Services, Inc.; Anaheim (CA); On-site; USD 28,000 - 40,000; Full time

Job summary

Triad Financial Services, Inc. is seeking a Closer/Funder in Anaheim, CA to handle the processing of loan packages from direct borrowers, dealers, and brokers. You will monitor doc requests, verify underwriting conditions, and communicate with clients and escrow agents to secure all items for doc prep.

The role requires attention to detail, strong written and verbal communication, and the ability to work efficiently under deadlines in a busy clerical environment.

Qualifications

• 0 to 2 years of loan processing experience.
• Excellent verbal and written communication skills.
• Excellent computer proficiency (MS Office – Word, Excel and Outlook)
• Client relationship and customer service experience a plus.
• Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service
• Ability to multitask in a high stress environment
• Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices

Responsibilities

• Process incoming loan packages from a client base that includes Direct Borrowers, Manufactured Home Dealers, and Brokers.
• Monitor all incoming loan doc requests and ensure underwriting conditions are cleared for doc prep.
• Communicate with clients and escrow agents for items needed for doc prep.
• Verify home address is consistent on appraisal, title, and loan tracking system.
• Timely and accurate data entry into loan tracking system.
• Order flood and tax certs from 3rd party vendors.
• Process and review tax and flood certs and correct files as needed.
• Confirm loan information and send packages out for signatures.
• Gather, review and verify conditions, work with brokers, dealers and/or borrowers to complete loan packages.
• Re-verifying loan information and sending completed file to end lender
• Maintain compliance with all company policies and procedures

Skills

Loan processing

MS Office

Verbal communication

Written communication

Customer service

Multitasking

Work under pressure

Tools

MS Office

Job description

Triad Financial Services, Inc. is seeking a Closer/Funder in Anaheim, CA to handle the processing of loan packages from direct borrowers, dealers, and brokers. You will monitor doc requests, verify underwriting conditions, and communicate with clients and escrow agents to secure all items for doc prep.

The role requires attention to detail, strong written and verbal communication, and the ability to work efficiently under deadlines in a busy clerical environment.