Loan Processor

Triad Financial Services, Inc. • Jacksonville, FL

1d

About The Position

As a Loan Processor, you will play a vital role in mortgage lending operations by processing loan files from application through closing. After successfully completing training and a probationary period as a Trainee, you will collect and review borrower documents, communicate with customers, and collaborate with Loan Officers and Underwriters to support timely and accurate processing of loan applications.

Requirements

• High school diploma or equivalent.
• Two to three years of experience in a professional office setting, ideally in an administrative or mortgage assistant role.
• Understanding of loan products, including conventional, FHA, VA, adjustable-rate, and fixed-rate mortgages.
• Strong customer service and communication capabilities.
• Ability to work in a dynamic, fast-paced environment.
• Ability to manage a loan pipeline and associated tasks to meet designated turn times.
• Proficiency in Microsoft Office and ability to quickly learn the company’s proprietary mortgage software.
• Ability to perform essential job functions safely and proficiently and meet productivity criteria.
• Consistent, punctual attendance.
• Clear and articulate telephone communication skills.
• Ability to sit at a workstation for extended periods.
• Proficiency in physical typing.

Nice To Haves

• College degree in finance or banking.

Responsibilities

• Collect and review borrower documents, including income verification, credit reports, and property information, to ensure completeness and accuracy.
• Process loan files in compliance with company policies, regulatory guidelines, and investor requirements.
• Communicate with customers to request additional documents or information, provide status updates, and address inquiries throughout the loan process.
• Work with Loan Officers and Underwriters to resolve issues, address conditions, and clear loan files for approval.
• Maintain detailed, organized loan files and ensure documentation is properly recorded and stored.
• Verify data accuracy in the loan origination system and other relevant software platforms.
• Coordinate with third-party vendors, such as appraisers and title companies, to facilitate loan transactions.
• Meet established timelines and service level agreements to meet closing deadlines.
• Provide exceptional customer service throughout the loan process.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED