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 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. • Aduit documents to verify all documents meet investors overlays. • Aduit 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