Jobs at Triad Financial Services, Inc.

Creates and audits investor loan packages for regulatory, investor, and program compliance. Reviews loan risk, appraisals, ATR/QM limitations, and discrepancies; resolves auditor exceptions; manages trailing collateral documents, original file storage, shipping records, and retention purges. Requires administrative or credit-processing experience, strong attention to detail, communication, customer service, Microsoft Office proficiency, and the ability to lift 30–40-pound file boxes.

Process incoming loan packages from borrowers, dealers, brokers, and lenders. Verify underwriting conditions, loan data, appraisals, titles, tax and flood certifications, and compliance requirements. Communicate with clients and third parties to obtain missing documentation, prepare packages for signatures, track conditions and expirations, correct redirected files, and submit completed loans to end lenders. Maintain accurate data entry, timely processing, regulatory compliance, and customer service standards.

Provides administrative support to the RESPA team and loan processors, including generating loan documents and disclosures through Encompass and DocuSign, handling client outreach and inbound call overflow, processing client updates, preparing management reports, and covering administrative duties during staff absences.

Leads U.S. federal and state corporate and partnership tax compliance, including Forms 1120 and 1065, K-1 reporting, estimated payments, tax provisions under ASC 740, forecasting, and tax analyses. Manages tax data, software, audits, notices, and compliance obligations while partnering with Accounting, FP&A, auditors, and tax advisors. Supports tax planning, acquisitions, restructurings, and process improvements in a multi-entity environment.

Own mortgage loan files from submission through funding, serving as the primary contact for wholesale brokers and borrowers. Coordinate with underwriting, processing, closing, and funding teams; monitor conditions, deadlines, turn times, and at-risk files; resolve escalations; provide proactive status updates; and improve handoffs and service consistency across the broker experience.

Processes incoming manufactured-home loan packages from document preparation through funding. Responsibilities include clearing underwriting conditions, communicating with borrowers, brokers, dealers, escrow agents, and lenders, verifying loan information, ordering appraisals and tax and flood certifications, preparing compliance documents, tracking conditions and expirations, correcting redirected files, and submitting completed packages to end lenders while maintaining accuracy, deadlines, and compliance.

Manage relationships with RV and marine dealerships to grow loan originations and funded volume. Responsibilities include outbound prospecting, dealer onboarding and training, financing deal structuring, application follow-up, communicating approvals and funding requirements, re-engaging inactive dealers, documenting activity in the CRM, and resolving dealer issues. Success is measured through booked deals, funded loan volume, dealer engagement, retention, satisfaction, and sales activity.

Supports loan officers with administrative tasks, client outreach, inbound call overflow, email assistance, scheduling, reporting, and vacation or absence coverage. Manages updates related to expiring locks, rejected COFs, outbound-call needs, meeting notes, and post-meeting activities. Requires mortgage processing experience, attention to detail, independent and collaborative work skills, Encompass and Composer knowledge, and preferably Spanish bilingual ability.