Document Specialist

Document Specialist

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.

Essential Functions:

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 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

Strong customer service skills

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

Must be able to physically type