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Closer Funder I

Triad Financial Services, Inc. · triadfs.com
AnaheimEntry level
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The job in short

Loan closer and funder.

AccountingTaxInsuranceUnderwritingCompliance

Details

Found
25 d ago · posted 2026-09-25
Location as listed
Anaheim, CA, US
Role
Loan Closer / Funder
Source
The company’s own careers site

Full description

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

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