Document Specialist

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
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