Funder I at Triad Financial Services Inc – Anaheim, California

Position Overview 

Triad Financial Services is a leading provider of financial services and solutions, serving clients in the US. We are seeking a highly motivated and skilled Closer/Funder to join our growing team.

Essential Functions: 

Responsible for the processing of incoming loan packages from a client base that includes Direct Borrowers, Manufactured Home Dealers, and Brokers. This includes, but is not necessarily limited to:

• Monitor all incoming loan doc requests
• Ensure all necessary underwriting conditions have been cleared for doc prep
• Communicate with clients and escrow agents for any additional 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
• Order new home appraisals
• The accurate and timely processing of contract orders and ordering & reviewing tax and flood certs.
• Confirm loan information, accurately type, order and review compliance and send package out for signatures.
• Gather, review and verify conditions, work with brokers, dealers and/or borrowers to get items needed to complete loan package. Works closely with underwriting until all conditions cleared.
• Under the supervision of the Team Lead, you will be responsible for accurate and timely processing of: A) List of needed conditions to fund to dealer, broker or borrower AND B) Completed loan packages to end lender
• Re-verifying loan information, confirming loan fits in end lender’s parameters and sending completed file to end lender
• Correcting files and accounting when loans are redirected.
• Will be first point of contact for Dealers, brokers, borrowers, underwriters, insurance agents and lenders on files submitted.
• Keep track of conditions and loan expirations.
• Perform related duties as assigned by supervisor
• Maintain compliance with all company policies and procedures

Minimum Qualifications: 

• 0 to 2 years of Loan processing experience
• Excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers
• Excellent computer proficiency (MS Office – Word, Excel and Outlook)
• Client relationship and customer service experience a plus.
• Encompass 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
• High school diploma or GED required