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Triad Financial Services, Inc. Nmls #1063 jobs in Jacksonville, FL - 38 jobs

  • Customer Service Rep, Insurance

    Triad Financial Services, Inc. 4.0company rating

    Triad Financial Services, Inc. job in Jacksonville, FL

    Customer Service Rep, Insurance Submission Quoting We have an opportunity for a CSR who will quote homeowners insurance coverage for our consumers. In this role you will also collaborate and communicate with Triad Agents, Consumer Loan Underwriting and Closing departments as well as other CSRs. To be successful in this role, you will have a strong sense of urgency and value the accomplishment of tasks and deadlines. You will need strong Excel, Work and Outlook skills. Excellent phone presence and strong verbal communication skills are an everyday part of this role. Experience working with insurance company rating platforms is a huge plus. Insurance Agency experience is highly valued. What we offer: This position is a full time opportunity and has an hourly rate that ranges from $18.00 to $20.00 per hour, depending on experience, skills and competency match. There is a full benefit package, including PTO, Med/Dent/Vision coverage, long & short term disability programs, PTO and a 401K with a corporate match. This CSR is a hybrid position and after successful training in the corporate office, the schedule will be 1 day per week in the corporate office off of Sutton Parkway in Jacksonville, FL and 4 days remote. The weekly schedules are flexible and the office day changes based on the departments business needs. Duties & Responsibilities: Quoting homeowners insurance with multiple insurance companies' online rating systems. Develop in-depth knowledge of homeowners coverage and rating plans offered by insurance carriers Maintain effective communication with Agents / CSRs Updating quote log Maintain a strong sense of urgency for accomplishment of task and deadlines. Job Requirements & Desired Skills: Strong Computer skills including Excel, Word and Outlook Ability to deal with tasks in an organized and prioritized manner Experience on insurance company rating platforms is a plus Insurance Agency experience preferred
    $18-20 hourly Auto-Apply 60d+ ago
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  • Closing Admin

    Triad Financial Services Inc. 4.0company rating

    Triad Financial Services Inc. job in Jacksonville, FL

    Triad Financial Services is a leading provider of financial services and solutions, serving clients worldwide. We are seeking a highly motivated and skilled Administrative Assistant to join our growing team. Essential Functions: Strong written and verbal communication skills Advanced skills in Outlook and other MS Office programs, including Excel, Word, PowerPoint, Visio. Highly organized with strong attention to detail Excellent time management, able to effectively prioritize Ability to handle highly sensitive, confidential and non-routine information Strong interpersonal skills; comfortable working with people at all levels of the organization Receives and directs internal calls, messages to appropriate personnel Assists with scheduling and preparing meeting and conference rooms as needed Minimum Qualifications: Excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers Must be able to work under pressure and meet deadlines 2 to 4 years work experience as an administrative assistant Ability to work independently and to carry out assignments to completion within parameters of instructions given Must be able to type at a rate at least 30 WPM High school diploma or equivalent required Associate degree preferred Excellent computer proficiency (MS Office Word, Excel and Outlook 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 Able to sit at a work station for prolonged periods of time PI77cd7f08dcb0-31181-39250566
    $38k-74k yearly est. 7d ago
  • Third Party Risk Manager

    Triad Financial Services Inc. 4.0company rating

    Triad Financial Services Inc. job in Jacksonville, FL

    Job Description Triad Financial Services is a leading provider of financial services and solutions, serving clients nationwide. The Risk Department is seeking a highly organized and detail-oriented professional to join our team as a Third-Party Risk Manager. This critical role is responsible for managing vendor risk throughout the relationship lifecycle-onboarding, ongoing monitoring, and offboarding-while also providing risk oversight for dealer, broker, and commercial client relationships. The position ensures compliance with regulatory requirements, internal policies, and investor expectations, including responding to due diligence client questionnaires. If you have a passion for governance and risk management, we invite you to apply and help strengthen our third-party oversight program. Responsibilities · Lead the onboarding, offboarding, and ongoing monitoring of vendors, ensuring compliance with risk management standards. · Work with Relationship Owners within the business to conduct initial and periodic vendor risk assessments, including financial viability, regulatory compliance, and information security controls. · Maintain vendor risk tiering and recertification schedules, ensuring timely reviews and documentation. · Provide risk oversight for dealer, broker, and commercial client relationships managed by other teams, validating risk assessments and monitoring activities. · Respond to investor questionnaires and due diligence requests accurately and within required timelines. · Collaborate with Compliance, Legal, Information Security, and Business teams to enforce SLAs and address risk issues. · Prepare and maintain centralized reporting for executive leadership and oversight committees. · Support continuous improvement initiatives, including automation of workflows and integration of risk tools. · Stay informed on regulatory changes and industry best practices impacting third-party risk management. Minimum Qualifications Required: · Bachelor's degree in Business, Risk Management, Finance, or related field. · 3+ years of experience in third-party risk management or vendor oversight · Strong understanding of regulatory requirements · Proficiency with risk management tools and platforms (e.g., Venminder, Onspring). · Excellent organizational, analytical, and communication skills. · Ability to manage multiple priorities and meet deadlines in a fast-paced environment. · 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 Preferred: · Professional certification in risk management and/or 3rd party management · Experience responding to investor due diligence requests. · Familiarity with governance, risk, and compliance (GRC) systems.
    $83k-119k yearly est. 28d ago
  • Personal Lines Insurance Agent

    Triad Financial Services Inc. 4.0company rating

    Triad Financial Services Inc. job in Jacksonville, FL

    Position OverviewTriad Financial Services is seeking a Personal Lines Insurance Agent to support quoting, binding, and servicing of personal lines insurance policies, primarily homeowners and manufactured home coverage.Key Responsibilities· Quote, bind, and issue personal lines insurance policies under established guidelines· Review applications and underwriting information for accuracy and completeness· Communicate coverage options, limits, and policy details to customers and internal partners· Provide policy servicing support including endorsements, billing questions, and coverage explanations· Coordinate with internal loan origination, closing, and servicing teams· Maintain accurate documentation in agency management and carrier systems· Follow all company procedures, carrier guidelines, and regulatory requirements Qualifications· Active Property & Casualty license required· 13 years of personal lines insurance experience required· Familiarity with homeowners insurance; manufactured housing a plus· Strong organizational skills and attention to detail· Ability to manage workload with guidance and established processes· Proficiency in Microsoft Word, Excel, and Outlook· Bilingual is a plus (Spanish preferred) PI94e4b1755b9a-31181-39298220
    $40k-65k yearly est. 7d ago
  • Internal Audit Supervisor

    Triad Financial Services, Inc. 4.0company rating

    Triad Financial Services, Inc. job in Jacksonville, FL

    Triad Financial Services is looking for an Internal Audit Supervisor to serve as the accounting departments audit lead. The position will manage and coordinate the internal audit, external audit and be the accounting administrator for taxes, external reporting and compliance. Triad is profitable, organically growing organization, recognized as a leader in niche. This position is attached to our Jacksonville, FL headquarters and will be a hybrid role after the initial training period. This is an opportunity to grow the role, department, company while offering trajectory in your accounting career. Check out our website at *************** and apply today! Major responsibilities of the position Internal Audit Responsible for the monitoring and collection of monthly and quarterly reconciliations Coordinator of Triad Black Line reconciliation system Serve as liaison to corporate Internal audit team Maintain all accounting policies and procedures. Create new procedures where needed. External Audit Primary point person for external audits External Reporting Call Reports Mortgage Bankers Taxes Responsible for gathering and organizing all tax documents Partner with Corp Tax department What We Offer Base salary range of $74K - $82K depending on exp. Annual bonus, med/dent/vision, 401k w/corp match, PTO plan + 7 paid holidays & more. Qualifications Accounting degree & CPA or CIA required Audit experience in a public accounting firm 4+ years of accounting experience including public accounting Demonstrated collaboration with internal and external partners Highly proficient in Excel and Accounting Systems (SAP exp is highly valued)
    $74k-82k yearly Auto-Apply 60d+ ago
  • Processor/Data Entry - Second Shift

    Triad Financial Services, Inc. 4.0company rating

    Triad Financial Services, Inc. job in Jacksonville, FL

    Due to growth, Triad Financial Services has is adding another Processing Associate to our Underwriting team in Jacksonville, FL. If you have experience providing extraordinary service and want to be part of the team that helps people reach their dream of home ownership, we'd like to talk with you! This is a full time position for our second shift processors (11a-8pm or 12pm-9pm) with an hourly base rate of $15-$16.50, and on top of the base, includes monthly $$ incentives based on volume of loans processed. We have a strong benefits program that includes med/dent/vision insurance, a 401k with corporate matching plan, long-short term disability programs, Paid Time Off + 7 paid holidays. Entry-level, No prior mortgage experience required. Essential Duties and Responsibilities: Responsible for the processing of incoming applications. The accurate and timely encoding of information from applications into the database. Contact the customer for any missing information needed to input the application in a timely manner Pulling and reviewing credit for each applicant. Basic knowledge of each department and providing telephone support to the client base in order to accurately address any and all queries they may have prior to the submission of a loan application. Promptly provide adequate status updates. The resolution of issues raised by the client. Responsible for the timely distribution of pertinent physical documents. Education and/or Work Experience Requirements: Excellent verbal and written communication skills. We 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 Triad seeks to not only provide exceptional customer service, but to be a leader in successful employee and company culture, providing our employees with an experience invested in them and dedicated to their professional growth and development. Recently ranked #8 Best Place to Work in Jacksonville in 2021 by the Jacksonville Business Journal, Triad looks to continue to ensure that both customers and employees alike achieve their personal version of success.
    $15-16.5 hourly Auto-Apply 60d+ ago
  • Remarketing Manager

    Triad Financial Services 4.0company rating

    Triad Financial Services job in Jacksonville, FL

    Triad Financial Services is a leading provider of financial services and solutions, serving clients nationwide. We are seeking a highly motivated and skilled Remarketing Manager to join our growing team. Essential Functions: Responsible for the oversight of the management and sale of company owned real estate and chattel (manufactured home) assets from securing through liquidation and accounting of the loss. * Develop and document the policies, processes and procedures for the repossession department to ensure all company owned repossessed assets are protected, liquidation timelines are met, expenses are mitigated and the best possible recovery rates are achieved * Manage the department vendors to ensure work is completed timely, accurately and on budget * Work with community managers and property owners to secure the assets * Develop and work with network of retailers to assist with the sale of assets after repossession * Coordinate the sale of assets directly to the public when allowable and reasonable * Ensure timely processing of invoices and accounting of losses after liquidation * Work with internal departments to quickly and accurately resolve any servicing issues * Supervise department workload for efficient handling and adherence to all industry servicing compliance standards * Assist with other 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 * Strong working knowledge of the manufactured housing industry highly desired * Strong negotiation and sales skills * Minimum of 3 years default and/or mortgage/real estate related experience * Management skills building and working with teams. Ability to effectively manage employees and create a positive and productive work environment * Strong attention to detail, goal oriented * Knowledgeable of federal guidelines and the Fair Debt Collection Practices Act * MSP experience a plus * Bachler's preferred * 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
    $64k-101k yearly est. 60d+ ago
  • Closer I

    Triad Financial Services, Inc. 4.0company rating

    Triad Financial Services, Inc. job in Jacksonville, FL

    Essential Duties and Responsibilities: • Monitor all incoming loan doc requests • Ensure all necessary underwriting conditions have been cleared for doc prep • Communicate with clients and escrow agents for any additional items needed for doc prep • Verify home address is consistent on appraisal, title, and loan tracking system • Timely and accurate data entry into loan tracking system • Order flood and tax certs from 3rd party vendors • Receive incoming signed loan doc packages and stack the file for final audit • Perform related duties as assigned by supervisor • Maintain compliance with all company policies and procedures Pay: Compensation is $20/hr with potential for monthly bonus Education and/or Work Experience Requirements: • Loan processing experience • 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) • Strong organizational skills and ability to multi-task while maintaining high level of accuracy • Must be able to work under pressure and meet daily 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
    $20 hourly Auto-Apply 60d+ ago
  • Appraisal Desk Coordinator

    Triad Financial Services, Inc. 4.0company rating

    Triad Financial Services, Inc. job in Jacksonville, FL

    The Appraisal Desk Coordinator is responsible for ordering appraisals and final inspections as required by our established policies. The role will adhere to all established service levels and act as a liaison between Production and Third Party Appraisers. Essential Duties and Responsibilities: Orders, oversees and responsible for handling all appraisal and final inspection order requests, timely follow up, escalated service requests and retrieval of completed appraisal and final inspection reports Maintains workflow efficiency through Reggora Tracks appraisal and final inspection assignments from order date through final completion Follow up on progress of appraisal and final inspection order assignments outside of expected timeframe Maintain communication with Appraisers and Production staff regarding appraisals and final inspections Perform related duties as assigned by manager Education and Work Experience Required: 2+ years' experience in a loan production or servicing role Strong verbal and writing communication skills, including ability to effectively interact with all internal departments Ability to foster and promote a positive work environment Ability to work as part of a team Proficiency in Microsoft Office suite of products and ability to quickly gain proficiency in the company's proprietary mortgage software products Preferred: Knowledge of mortgage regulations and laws pertaining to appraisals including Uniform Standards of Professional Appraisal Practices (USPAP), Appraiser Independence Requirements (AIR), etc. Experience in the mortgage industry of 1 year or more
    $30k-37k yearly est. Auto-Apply 60d+ ago
  • Manager of Application Engineering - Encompass

    Triad Financial Services Inc. 4.0company rating

    Triad Financial Services Inc. job in Jacksonville, FL

    Job Description Triad Financial Services, Inc. is a leading provider of financial services and solutions, serving clients nationwide. Triad is looking for an experienced manager of Encompass Administrators to join the team responsible for the management of design, implementation, and success of our LOS - Encompass. This individual's responsibilities include developing relationships with end users of Encompass & related third party integrations, managing work queues, contributing to technical discussions regarding process implementation, building resources to help end users self-service their needs, and more. The ideal candidate is an energetic, highly skilled self-starter who thrives in a dynamic and fast-paced environment, and takes pride in ownership of their projects, can organize cross-departmental communication, and develop multi-option strategies for problem resolutions. This position requires understanding current state issues, documenting solution requirements, and executing configuration changes in Encompass. This is a hybrid/remote role that will report to the Sr. Director of Implementation and Delivery. Remote may be available for the right candidate. Essential Functions · Provide a customer-first service and leadership support mentality to our internal and external customers with innovative and creative solutions. · Participate in projects as a subject matter expert on business process, system configuration, and support strategy as assigned. · Guide system architecture and effectively devise and communicate various options for solving complex issues and requests. · Build relationships with team members and business stakeholders · Identify, troubleshoot, and resolve mortgage technology systems and associated third-party vendor software problems encountered by system end-users, other vendors and technology teams. · Collaborate with cross-application and cross-functional teams to analyze requirements, identify solutions, and implement them in the system. · Coordinate timely reporting of bugs, outages, support questions, and enhancement requests to Mortgage Tech software vendors and communicate progress to end-users. · Manage testing, UAT, and production environments and the changes across environments, supporting frequent migrations to Production. · Support cross-team testing efforts to ensure solutions meet the needs of the business. · Contribute to continuous improvement by helping to establish and following established standards, best practices, and policies. · Remain abreast of current application releases, functionality, and other components and assist with various application related management tasks. · Support implementation of new releases of the software, including impact analysis, regression testing, scheduling, and change management. Support change rollout to production, test, training, and development environments. · Develop a solid understanding of business data and coordinate with business and technology data stakeholders. · Support internally developed API integration, and other third-party integration with the LOS. · Maintain the complete document library, build custom documents as needed, and maintain eFolder settings to ensure preservation of a complete paperless environment with requisite document retention. · Ensure that team members continue to follow and enhance standards for testing, analysis and change management. · Work with Vendors and service providers on integrations and troubleshooting. · Manage the LOS engineering team, providing guidance, training, support and corrective action as needed. **The above is not an all-inclusive list of all duties performed by this job title, only a representative summary of the primary duties and responsibilities. Incumbent may be required to perform other additional duties as assigned. Minimum Qualifications · Minimum 3 years prior management experience leading a successful team of application engineers. · Knowledge of mortgage loan origination lifecycle is required, including, but not limited to loan origination, processing, underwriting, closing, post-closing, secondary marketing, investor delivery, and servicing. · Minimum 5+ years of technical experience with Encompass LOS as an administrator. · Prior Encompass TPO Portal Experience preferred. · Encompass Next Generation platform experience preferred. · Encompass Admin Certification (Issued by ICE) preferred. · Excellent verbal, written, and presentation skills with all levels of the organization. · A bachelor's degree with an emphasis in computer science disciplines or equivalent experience. Knowledge, Skills & Abilities · Ability to multitask to manage multiple projects concurrently, shifting priorities as required to meet business requirements and deadlines with a diverse group of stakeholders, while maintaining poise and composure under pressure · Demonstrated experience implementing complex solutions utilizing Encompass and its related applications and services. · Ability to deal with a wide variety of end users and vendors. · Exceptional analytical and problem-solving skills. · Self-motivated with the ability to work independently and lead a growing team. · Excellent organizational and time management skills. · Knowledge of Jira and Azure DevOps. · Experience working with Scrum methodology.
    $87k-121k yearly est. 10d ago
  • Junior Credit Analyst

    Triad Financial Services, Inc. 4.0company rating

    Triad Financial Services, Inc. job in Jacksonville, FL

    Triad's Floorplan Division specializes in Commercial Inventory Finance for Retailers of Manufactured Homes. As part of the Commercial Finance Team, the Jr Credit Analyst will work closely with other analysts & the Commercial Credit Manager to underwrite financial performance of new & existing clients, research business experience & industry trends, and craft recommendations for approval. This role is an integral part of the loan origination process; it requires an individual with a basic understanding of commercial finance products, credit risk factors, and financial analysis/underwriting. As a Junior Analyst, you will work closely with the Commercial Credit Team to: Spread statements to analyze standard financial metrics & trends for credit worthiness. Craft approval recommendation memos by writing narratives citing repayment capability, performance trends, and key risks & strengths. Manage portfolio of existing clients, processing loan product modifications, increases/decreases to loan commitment, annual reviews & renewals, etc. Follow up with clients to collect financial statements and make inquiries on performance as needed. Ideal Candidate: Four-Year degree or equivalent work experience (Finance, Accounting, Economics, other business major) required. Risk Management Certification (RMA, CRM, etc.) or similar related experience is ideal. Ability to read standard financial statements and communicate cash flows and changes in performance. Ability to independently gather, consolidate, analyze, and summarize data into a written narrative. Receptive to initial training on loan products, calculations, and general analysis. Extreme attention to detail is imperative, in addition to organizational, clerical, and written language skills. Job Type: Full-time Salary: Based on education & experience Benefits Included Triad Financial Services (TFS) is one of the oldest and most trusted lenders in the manufactured home industry with over 50 years of lending experience. TFS expects rapid growth in commercial and retail finance which will create opportunities for advancement. Our goal at TFS is to be the friendliest, hardest working, service-oriented company in the business. TFS is headquartered in Jacksonville, FL.
    $49k-73k yearly est. Auto-Apply 60d+ ago
  • Loan Processor

    Triad Financial Services Inc. 4.0company rating

    Triad Financial Services Inc. job in Jacksonville, FL

    Job Description Job Title: Loan Processor - Loan Originations Job Overview: As a Loan Processor, you will play a vital role in our mortgage lending operations, responsible for efficiently processing loan files from application to closing. Having successfully completed training and a probationary period as a Trainee, you will utilize your expertise to collect and review borrower documents, communicate with customers, and collaborate closely with Loan Officers and Underwriters to ensure timely and accurate processing of loan applications. Key Responsibilities: Collect and review borrower documents, including income verification, credit reports, and property information, to ensure completeness and accuracy. Process loan files in compliance with company policies, regulatory guidelines, and investor requirements. Communicate with customers to request additional documents or information, provide status updates, and address inquiries throughout the loan process. Work closely with Loan Officers and Underwriters to resolve issues, address conditions, and clear loan file for approval. Maintain detailed and organized loan files, ensuring all documentation is properly documented and stored. Verify data accuracy in loan origination system and other relevant software platforms. Coordinate with third-party vendors, such as appraisers and title companies, to facilitate loan transactions. Adhere to established timelines and service level agreements to meet closing deadlines. Provide exceptional customer service, ensuring a positive experience for borrowers throughout the loan process. Minimum Qualifications: High school diploma or equivalent is mandatory; a college degree in finance or banking is preferred. Previous experience of 2-3 years in a professional office setting is required, ideally in an administrative or mortgage assistant role. Understanding of various loan products, including conventional loans, FHA, VA, adjustable/fixed-rate mortgages, etc., is essential. Highly driven and goal-oriented, with exceptional customer service and communication capabilities. Comfortable working in a dynamic, fast-paced environment. Skilled in managing a loan pipeline and associated tasks to meet designated turn times effectively. Proficient in Microsoft Office suite; capable of swiftly acquiring proficiency in the company's proprietary mortgage software products. Physical Demands: Capable of safely and proficiently performing essential job functions as per ADA, FMLA, and other relevant standards, meeting productivity criteria. Maintain consistent, punctual attendance in compliance with ADA, FMLA, and other regulations. Clear and articulate communication skills on the telephone. Ability to sit at a workstation for extended periods. Proficient in physical typing.
    $28k-39k yearly est. 4d ago
  • Payment Processor

    Triad Financial Services, Inc. 4.0company rating

    Triad Financial Services, Inc. job in Jacksonville, FL

    Our Payment Processors are responsible for processing all payments/wire for accounts on MSP and/or MS. Coordinate any wire transfers with Accounting as needed. Ensure payments are processed accurately and within required time frame. ESSENTIAL DUTIES AND RESPONSIBILITIES Apply payments and/or payoffs and daily balance Responsible for any tasks assigned for research Complete transfers as needed for bank accounts Monitor all bank accounts Servicing is responsible to ensure funds are addressed and applied accordingly Assist team with remote deposit requirements as needed Assist supervisor/manager with projects as needed Assist the Management team with proper updating of policies and procedures Be flexible with their time and schedule in order to meet the needs of the business Perform other duties that may be assigned by Management. Assist with identifying training opportunities QUALIFICATIONS Minimum of three years' mortgage/real estate related experience 2 - 3 years of MSP experience Strong attention to detail, goal oriented Time management skills Ability to prioritize multiple tasks and work well under deadlines Patience and ability to manage stress High school diploma or GED
    $28k-34k yearly est. Auto-Apply 60d+ ago
  • Insurance Quoting Rep I

    Triad Financial Services Inc. 4.0company rating

    Triad Financial Services Inc. job in Jacksonville, FL

    Triad Financial Services is a leading provider of financial services and solutions, serving clients worldwide. We are seeking a highly motivated and skilled Homeowners Insurance Quoting Rep I to join our growing team. Essential Functions: Quoting Homeowners insurance coverage on multiple insurance carrier platforms Update management systems as needed Perform related duties as assigned by supervisor Maintain compliance with all company policies and procedures Minimum Qualifications: Windows PC and Microsoft proficient in Excel, Word, Outlook Insurance Carrier platform proficiency Ability to multi-task Excellent verbal and written communication skills, including ability to effectively and professionally communicate with internal and external customers Must be able to work independently under pressure and meet deadlines, while maintaining a positive attitude 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 Able to sit at a work station for prolonged periods of time Must be able to physically type 50 WPM at minimum PIc4b199a2069b-31181-39353872
    $36k-46k yearly est. 7d ago
  • Bilingual Customer Service Representative

    Triad Financial Services, Inc. 4.0company rating

    Triad Financial Services, Inc. job in Jacksonville, FL

    Sign on bonus: $500 will be paid after 30 days and another $500.00 after 90 days. For over 50 years, Triad Financial Services, Inc. has provided extraordinary service in lending to help home owners reach their dream. Dealers Communities and Realtors alike trust Triad for world class professionalism and finding competitive rates that help their customers and clients get financing. Triad seeks to not only provide exceptional customer service, but to be a leader in successful employee and company culture, providing our employees with an experience invested in them and dedicated to their professional growth and development. Recently ranked #8 Best Place to Work in Jacksonville in 2021 by the Jacksonville Business Journal, Triad looks to continue to ensure that both customers and employees alike achieve their personal version of success. Essential Duties and Responsibilities: Answer customer inquiries regarding Mortgage accounts and take payments (not a collection position, inbound calls only) Research customer complaints, concerns and payment history then correct or adjust records as needed Assist in monitoring escrow accounts for payment of taxes and insurance by mortgagor Perform related duties as assigned by supervisor Maintain compliance with all company policies and procedures Education and/or Work Experience Requirements: Bilingual (preferably Spanish) Experience: 1-2 years customer service in the finance/mortgage industry, Escrow account knowledge Skills: MSP/Blacknight (preferred), MS Office: Excel, Word, Outlook, Able to navigate across network, Windows PC proficient Excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers Professional and welcoming phone etiquette required 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 Prior customer service/telemarketing experience preferred At Triad Financial Services, we: offer a promote from within culture, work life balance, opportunity for professional advancement, 401K Matching, Medical, Vision, and Dental insurance, FSA, and competitive compensation including: monthly, quarterly and yearly bonuses based on position. Apply Now to join our Triad Team!
    $27k-35k yearly est. Auto-Apply 60d+ ago
  • Bilingual Collector - Work From Home

    Triad Financial Services, Inc. 4.0company rating

    Triad Financial Services, Inc. job in Jacksonville, FL

    Triad Financial Services has an work from home opportunity for a Bilingual Collector in our Jacksonville, FL offices. This position has a rotating schedule allowing for some days and some evenings and only 1 half-day Saturday per month. The schedule is set up to work 3 days from (8a to 5p) and 2 days from (11a to 8p). The base pay rate is $19.50 per hour and up to $800.00 per month in bonuses. You are responsible for the effective servicing of early to late stage delinquent loans by utilizing collection techniques, strategies, and the exploration of investor, state and company foreclosure alternatives to mitigate losses. This position reports to a Collections Supervisor and services accounts that are 30 or more days past due. This individual will primarily interact with delinquent customers, internal departments in the course of delinquency management, loss mitigation and foreclosure/replevin actions. ESSENTIAL DUTIES AND RESPONSIBILITIES Answer high volume of inbound calls from and/or generate high volume of outbound calls to delinquent borrowers Resolve delinquent accounts by demanding and collecting the full amount due, establish a solid plan with the borrower to bring the loan current, or proceed with hardship assistance as appropriate Counsel borrowers on options for meeting their payment obligations, explain terms, and arrange repayment plans based on the department's procedures Discuss financial status, review monthly income and expenses and determine the reason for non-payment Document mortgage collection systems with all activities and communications Send Notice of Defaults (NODs) to customers when required Offer Loss Mitigation assistance when appropriate, explain options and processes in detail Demonstrate accurate knowledge and strict application of federal regulations and collection laws (FDCPA) Skip trace accounts when identified or submitted by the Collections Supervisor or Collections Director. The Skip Trace task is preformed using various free websites such as; Reverse Search, White pages, Anywho.com etc. Process mortgage payments in accordance with established guidelines Utilize proper protocol for borrowers, clients, state and federal regulations, as well as best practices Follow up on calls and emails to customers and clients as needed for the resolution or clarification of issues. Consistently meet or exceed monthly goals Be flexible with their time and schedule in order to meet the needs of the business QUALIFICATIONS High School diploma or equivalent Solid PC skills Analytical and problem-solving skills and attention to detail Communication skills with demonstrated ability to interact in a positive and professional manner at all times with all levels of both internal and external audiences Ability to negotiate with others and demonstrate assertiveness and empathy when necessary to obtain favorable resolutions Ability to understand and explain financial matters, details of modifications /deferrals/ extensions and foreclosures, etc. Knowledge of Billing and Collections procedures and Fair Debt Collection Practices Act Must be goal oriented At least 1 year of telephone customer contact experience Ability to present a professional image to customers, coworkers and external contacts Excellent verbal and written skills to communicate and negotiate with parties Ability to prioritize multiple tasks and work well under deadlines MSP experience is a plus At Triad Financial Services, we: offer a promote from within culture, work life balance, opportunity for professional advancement, 401K Matching, Medical, Vision, and Dental insurance, FSA, and competitive compensation including: monthly, quarterly and yearly bonuses based on position. 15 PTO days + 7 paid holidays. Apply Now to join our Team!
    $19.5 hourly Auto-Apply 60d+ ago
  • Third Party Risk Manager

    Triad Financial Services 4.0company rating

    Triad Financial Services job in Jacksonville, FL

    Triad Financial Services is a leading provider of financial services and solutions, serving clients nationwide. The Risk Department is seeking a highly organized and detail-oriented professional to join our team as a Third-Party Risk Manager. This critical role is responsible for managing vendor risk throughout the relationship lifecycle-onboarding, ongoing monitoring, and offboarding-while also providing risk oversight for dealer, broker, and commercial client relationships. The position ensures compliance with regulatory requirements, internal policies, and investor expectations, including responding to due diligence client questionnaires. If you have a passion for governance and risk management, we invite you to apply and help strengthen our third-party oversight program. Responsibilities * Lead the onboarding, offboarding, and ongoing monitoring of vendors, ensuring compliance with risk management standards. * Work with Relationship Owners within the business to conduct initial and periodic vendor risk assessments, including financial viability, regulatory compliance, and information security controls. * Maintain vendor risk tiering and recertification schedules, ensuring timely reviews and documentation. * Provide risk oversight for dealer, broker, and commercial client relationships managed by other teams, validating risk assessments and monitoring activities. * Respond to investor questionnaires and due diligence requests accurately and within required timelines. * Collaborate with Compliance, Legal, Information Security, and Business teams to enforce SLAs and address risk issues. * Prepare and maintain centralized reporting for executive leadership and oversight committees. * Support continuous improvement initiatives, including automation of workflows and integration of risk tools. * Stay informed on regulatory changes and industry best practices impacting third-party risk management. Minimum Qualifications Required: * Bachelor's degree in Business, Risk Management, Finance, or related field. * 3+ years of experience in third-party risk management or vendor oversight * Strong understanding of regulatory requirements * Proficiency with risk management tools and platforms (e.g., Venminder, Onspring). * Excellent organizational, analytical, and communication skills. * Ability to manage multiple priorities and meet deadlines in a fast-paced environment. * 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 Preferred: * Professional certification in risk management and/or 3rd party management * Experience responding to investor due diligence requests. * Familiarity with governance, risk, and compliance (GRC) systems.
    $83k-119k yearly est. 25d ago
  • Closer Funder I

    Triad Financial Services 4.0company rating

    Triad Financial Services job in Jacksonville, FL

    Triad Financial Services is a leading provider of financial services and solutions, serving clients in the US. We are seeking a highly motivated and skilled Closer/Funder to join our growing team. Essential Functions: Responsible for the processing of incoming loan packages from a client base that includes Direct Borrowers, Manufactured Home Dealers, and Brokers. This includes, but is not necessarily limited to: * Monitor all incoming loan doc requests * Ensure all necessary underwriting conditions have been cleared for doc prep * Communicate with clients and escrow agents for any additional items needed for doc prep * Verify home address is consistent on appraisal, title, and loan tracking system * Timely and accurate data entry into loan tracking system * Order flood and tax certs from 3rd party vendors * Order new home appraisals * The accurate and timely processing of contract orders and ordering & reviewing tax and flood certs. * Confirm loan information, accurately type, order and review compliance and send package out for signatures. * Gather, review and verify conditions, work with brokers, dealers and/or borrowers to get items needed to complete loan package. Works closely with underwriting until all conditions cleared. * Under the supervision of the Team Lead, you will be responsible for accurate and timely processing of: A) List of needed conditions to fund to dealer, broker or borrower AND B) Completed loan packages to end lender * Re-verifying loan information, confirming loan fits in end lender's parameters and sending completed file to end lender * Correcting files and accounting when loans are redirected. * Will be first point of contact for Dealers, brokers, borrowers, underwriters, insurance agents and lenders on files submitted. * Keep track of conditions and loan expirations. * Perform related duties as assigned by supervisor * Maintain compliance with all company policies and procedures Minimum Qualifications: * 0 to 2 years of Loan processing experience * 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) * Client relationship and customer service experience a plus. * Encompass experience a plus * Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service * Ability to multitask in a high stress environment * 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
    $24k-34k yearly est. 52d ago
  • Remarketing Manager

    Triad Financial Services Inc. 4.0company rating

    Triad Financial Services Inc. job in Jacksonville, FL

    Job Description Triad Financial Services is a leading provider of financial services and solutions, serving clients nationwide. We are seeking a highly motivated and skilled Remarketing Manager to join our growing team. Essential Functions: Responsible for the oversight of the management and sale of company owned real estate and chattel (manufactured home) assets from securing through liquidation and accounting of the loss. Develop and document the policies, processes and procedures for the repossession department to ensure all company owned repossessed assets are protected, liquidation timelines are met, expenses are mitigated and the best possible recovery rates are achieved Manage the department vendors to ensure work is completed timely, accurately and on budget Work with community managers and property owners to secure the assets Develop and work with network of retailers to assist with the sale of assets after repossession Coordinate the sale of assets directly to the public when allowable and reasonable Ensure timely processing of invoices and accounting of losses after liquidation Work with internal departments to quickly and accurately resolve any servicing issues Supervise department workload for efficient handling and adherence to all industry servicing compliance standards Assist with other 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 Strong working knowledge of the manufactured housing industry highly desired Strong negotiation and sales skills Minimum of 3 years default and/or mortgage/real estate related experience Management skills building and working with teams. Ability to effectively manage employees and create a positive and productive work environment Strong attention to detail, goal oriented Knowledgeable of federal guidelines and the Fair Debt Collection Practices Act MSP experience a plus Bachler's preferred 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
    $64k-101k yearly est. 30d ago
  • Junior Credit Analyst

    Triad Financial Services, Inc. 4.0company rating

    Triad Financial Services, Inc. job in Jacksonville, FL

    Triad's Floorplan Division specializes in Commercial Inventory Finance for Retailers of Manufactured Homes. As part of the Commercial Finance Team, the Jr Credit Analyst will work closely with other analysts & the Commercial Credit Manager to underwrite financial performance of new & existing clients, research business experience & industry trends, and craft recommendations for approval. This role is an integral part of the loan origination process; it requires an individual with a basic understanding of commercial finance products, credit risk factors, and financial analysis/underwriting. As a Junior Analyst, you will work closely with the Commercial Credit Team to: Spread statements to analyze standard financial metrics & trends for credit worthiness. Craft approval recommendation memos by writing narratives citing repayment capability, performance trends, and key risks & strengths. Manage portfolio of existing clients, processing loan product modifications, increases/decreases to loan commitment, annual reviews & renewals, etc. Follow up with clients to collect financial statements and make inquiries on performance as needed. Ideal Candidate: Four-Year degree or equivalent work experience (Finance, Accounting, Economics, other business major) required. Risk Management Certification (RMA, CRM, etc.) or similar related experience is ideal. Ability to read standard financial statements and communicate cash flows and changes in performance. Ability to independently gather, consolidate, analyze, and summarize data into a written narrative. Receptive to initial training on loan products, calculations, and general analysis. Extreme attention to detail is imperative, in addition to organizational, clerical, and written language skills. Job Type: Full-time Salary: Based on education & experience Benefits Included Triad Financial Services (TFS) is one of the oldest and most trusted lenders in the manufactured home industry with over 50 years of lending experience. TFS expects rapid growth in commercial and retail finance which will create opportunities for advancement. Our goal at TFS is to be the friendliest, hardest working, service-oriented company in the business. TFS is headquartered in Jacksonville, FL.
    $49k-73k yearly est. Auto-Apply 60d+ ago

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