Loan Processor

Triad Financial Services; Jacksonville (FL); On-site; USD 50,000 - 70,000; Full time

Job summary

Triad Financial Services, Inc. is seeking a Loan Processor to join our mortgage lending team in Jacksonville, FL. The role focuses on processing loan files from application to closing, after successful training and probationary periods as a Trainee.

You will collect and review borrower documents, communicate with customers, and collaborate with Loan Officers and Underwriters to ensure timely processing. Key duties include verifying income and credit information, maintaining organized files, and

Qualifications

• High school diploma or equivalent; finance degree preferred.
• 2–3 years in a professional office setting required.
• Knowledge of conventional, FHA, VA loans recommended.
• Strong customer service and communication skills.

Responsibilities

• Collect and review borrower documents for completeness.
• Process loan files per policies, guidelines, and investor rules.
• Communicate with customers for documents and status.
• Coordinate with Loan Officers and Underwriters to clear conditions.
• Maintain organized loan files and proper documentation.
• Verify data in loan origination system and software.
• Coordinate with appraisers and title companies.
• Meet closing deadlines through timely actions.
• Provide excellent customer service throughout the process.

Skills

Attention to detail

Customer service

Communication

Time management

Education

High school diploma

Finance or banking degree (preferred)

Tools

Microsoft Office

Mortgage software

Loan origination system

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Loan Processor

2 days ago Requisition ID: 1351

Job Title: Loan Processor

Job Overview: As a Loan Processor, you will play a vital role in our mortgage lending operations, responsible for efficiently processing loan files from application to closing. Having successfully completed training and a probationary period as a Trainee, you will utilize your expertise to collect and review borrower documents, communicate with customers, and collaborate closely with Loan Officers and Underwriters to ensure timely and accurate processing of loan applications.

Key Responsibilities:

• Collect and review borrower documents, including income verification, credit reports, and property information, to ensure completeness and accuracy.
• Process loan files in compliance with company policies, regulatory guidelines, and investor requirements.
• Communicate with customers to request additional documents or information, provide status updates, and address inquiries throughout the loan process.
• Work closely with Loan Officers and Underwriters to resolve issues, address conditions, and clear loan file for approval.
• Maintain detailed and organized loan files, ensuring all documentation is properly documented and stored.
• Verify data accuracy in loan origination system and other relevant software platforms.
• Coordinate with third-party vendors, such as appraisers and title companies, to facilitate loan transactions.
• Adhere to established timelines and service level agreements to meet closing deadlines.
• Provide exceptional customer service, ensuring a positive experience for borrowers throughout the loan process.

Minimum Qualifications:

• High school diploma or equivalent is mandatory; a college degree in finance or banking is preferred.
• Previous experience of 2-3 years in a professional office setting is required, ideally in an administrative or mortgage assistant role.
• Understanding of various loan products, including conventional loans, FHA, VA, adjustable/fixed-rate mortgages, etc., is essential.
• Highly driven and goal-oriented, with exceptional customer service and communication capabilities.
• Comfortable working in a dynamic, fast-paced environment.
• Skilled in managing a loan pipeline and associated tasks to meet designated turn times effectively.
• Proficient in Microsoft Office suite; capable of swiftly acquiring proficiency in the company’s proprietary mortgage software products.

Physical Demands:

• Capable of safely and proficiently performing essential job functions as per ADA, FMLA, and other relevant standards, meeting productivity criteria.
• Maintain consistent, punctual attendance in compliance with ADA, FMLA, and other regulations.
• Clear and articulate communication skills on the telephone.
• Ability to sit at a workstation for extended periods.