Data Entry Associate

Job Description

Position Overview

Triad Financial Services is a leading provider of financial services and solutions, serving clients worldwide. We are seeking a highly motivated and skilled Processing Associate to join our growing team.

Essential Functions:

Communicate with parties to the transaction to update them on loan status

Review loan applications and supporting documentation for completeness and accuracy.

Evaluate credit worthiness by processing loan applications and documentation.

Ensure that all required documents are collected and properly organized.

Operate in accordance with all laws and regulations to meet lending compliance guidelines

Fully cross-trained with Originations Indexing Department to assist with assignments when volume requires assistance

Handle overflow call volume from Originations Customer Care Department

Serve as a point of contact for borrowers, loan officers, and underwriters.

Consistently represent the company in a positive and professional manner.

Communicate with applicants to request additional information or clarify documentation.

Ensure credit denials are processed and sent in a timely manor

Provide consistent updated to management team regarding assignment statuses

Assorted other duties as requested by management

Minimum Qualifications:

Experience: 1-2 years’ customer service in the finance/mortgage industry

Proven experience in mortgage processing or a related field is advantageous.

In-depth knowledge of loan origination processes and procedures

Skills: Encompass (preferred), MS Office: Excel, Word, Outlook, Able to navigate across network, Windows PC proficient

Excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers

Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service

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

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 type, talk, listen, and speak clearly on telephone

Able to sit at a workstation for prolonged periods of time

Full-time