Triad Financial Services Inc

Document Specialist

📍 Location
Florida, Jacksonville
⏰ Job Type
Permanent
📅 Posted
July 03, 2026
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Job Description

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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