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.
• Aud it 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.
Education and/or Work Experience Requirements:
Comp: $25.01/hour+
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PIc9fe510e27f6-30492-38339992
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