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Closing Team Lead

Triad Financial Services Inc
Posted a day ago, valid for 17 days
Location

Jacksonville, FL, US

Salary

Competitive

Contract type

Full Time

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Sonic Summary

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  • We are looking for a motivated Team Lead to manage the processing of incoming loan packages from dealers.
  • The position requires excellent communication skills, computer proficiency, and the ability to multitask while meeting deadlines.
  • Candidates must have a high school diploma or GED and at least 2 years of relevant experience in a similar role.
  • The job includes training new hires and ensuring compliance with company policies and procedures.
  • The salary for this position is competitive and commensurate with experience.

Position Overview 

We are seeking a highly motivated and skilled Team Lead to join our growing team.

Essential Functions: 

Responsible for the processing of incoming loan packages from dealers. This includes, but is not necessarily limited to:

  • The accurate and timely processing of contract orders to Closers
  • Re-verifying loan information, confirming loan fits in end lender’s parameters
  • Order and clear tax, flood certs.  Review and clear outstanding conditions for funding.
  • Type, forward and check in packages.
  • Training new hires and first in line for all typing and check in questions.
  • Ability to multitask
  • Organize monthly group meeting
  • Some basic computer knowledge to save documents into the servicing system and on a shared drive on the computer
  • Perform related duties as assigned by supervisor
  • Maintain compliance with all company policies and procedures

Minimum Qualifications: 

  • Excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers
  • Excellent computer proficiency (MS Office – Word, Excel and Outlook)
  • Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service
  • Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices
  • High school diploma or GED required

Physical Demand: 

  • Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards.
  • Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards
  • Must be able to talk, listen and speak clearly on telephone



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