Teams 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.