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Document Specialist

Cd3b89d4 8c2d 46a6 8d6b Cd7b9e97c91b 19000101 000001 · Jacksonville, FL, US, Jacksonville, FL · Active · ADP Workforce Now Recruiting

Job facts

FieldValue
CompanyCd3b89d4 8c2d 46a6 8d6b Cd7b9e97c91b 19000101 000001
TitleDocument Specialist
Normalized title-
Department / team-
LocationJacksonville, FL, United States
Work model-
Employment type-
Salary-
Statusactive
ATS providerADP Workforce Now Recruiting
Posted / first seen2026-06-16 / 2026-06-17
Changed / last seen2026-06-22 / 2026-06-22

Related slices

PageWhat it containsOpen
Company jobsActive postings from Cd3b89d4 8c2d 46a6 8d6b Cd7b9e97c91b 19000101 000001.Open
Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through ADP Workforce Now Recruiting.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in Jacksonville.Open
Lifecycle eventsOpen, update, close, and reopen events for this posting.Open
Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

CompanyCd3b89d4 8c2d 46a6 8d6b Cd7b9e97c91b 19000101 000001
Source0bd03fcc-6837-4030-85ce-cccbe9d79e7b
ATS providerADP Workforce Now Recruiting

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 Work with third parties to obtain any outstanding original collateral trailing documents such Deed of Trust/Mortgage, appropriate Riders and final title policy. Verify all MH titles have been retired. Document trailing documents in tracking system Follow up on missing trailing documents Store original documents. Retrieve original collateral documents and ship to purchaser or custodian for pool purchases. Document all loans shipped to purchaser or custodian including tracking number, date shipped. Purge loan files as needed to ensure within document retention policy. Responsible for lifting 30 – 40lb File Boxes from floor to table, floor to cart and floor to shipping platforms, as boxes are required for shipping and receiving from other offices. Responsible for other tasks assigned by Management that may not be listed herein. Education and/or Work Experience Requirements: Minimum 1+ years’ experience in administrative role, credit processing, legal documentation preparation, UCC processing, or information maintenance Ability to work well within a team atmosphere Strong attention to detail Strong customer service skills Excellent verbal and written communication skills Proficiency in Microsoft Office suite of products Prefer experience with DocuSign or similar product platforms Ability to multitask in a fast-paced environment Ability to work independently as well as in a team setting 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 or stand at a work station for prolonged periods of time Must be able to physically type

Full job record

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Org ID0aff1c8e-3d81-49b9-b4b8-e4eb304e7670
Source ID0bd03fcc-6837-4030-85ce-cccbe9d79e7b
Board ID0bd03fcc-6837-4030-85ce-cccbe9d79e7b
Provideradp_workforcenow
Provider Job Key612282
TitleDocument Specialist
Normalized Title—
Statusactive
Activeyes
Location TextJacksonville, FL, US, Jacksonville, FL
Department—
Team—
Employment Type—
Workplace Type—
Remote Policy—
CountryUnited States
RegionFL
CityJacksonville
Salary Raw—
Salary Min—
Salary Max—
Salary Currency—
Salary Period—
Source URLhttps://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=cd3b89d4-8c2d-46a6-8d6b-cd7b9e97c91b&ccId=19000101_000001&lang=en_US&type=JS&jobId=612282&jwId=9202228812925_1
Apply URLhttps://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=cd3b89d4-8c2d-46a6-8d6b-cd7b9e97c91b&ccId=19000101_000001&lang=en_US&type=JS&jobId=612282&jwId=9202228812925_1
First Seen At2026-06-17 13:09:34Z
Last Seen At2026-06-22 13:13:03Z
Last Checked At2026-06-22 13:13:03Z
Last Changed At2026-06-22 13:13:03Z
Inactive At—
Source Posted At2026-06-16 16:12:00Z
Source Updated At—
Raw Payload Uris3://job-postings-prod-raw-590183727216/raw/provider=adp_workforcenow/board=cd3b89d4-8c2d-46a6-8d6b-cd7b9e97c91b|19000101_000001/date=2026-06-22/2026-06-22T13-13-03-008Z-858b14c78e6b8d636876043935132eade758369da42e8efa186c147ac320b115.json
Event Fields
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Extensions
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    "requisitionDescription": "<div><p><br></p><p id=\"isPasted\">Position Overview &nbsp;</p><p>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.&nbsp;</p><p>Essential Functions: &nbsp;</p><ul><li><span data-contrast=\"auto\" lang=\"EN-US\" class=\"TextRun SCXW248331027 BCX8\"><span class=\"NormalTextRun SCXW248331027 BCX8\">Create investor packages with appropriate documents.</span></span></li><li><span data-contrast=\"auto\" lang=\"EN-US\" class=\"TextRun SCXW248331027 BCX8\"><span class=\"NormalTextRun SCXW248331027 BCX8\">Determine loan level risk and salability.</span></span></li><li><span data-contrast=\"auto\" lang=\"EN-US\" class=\"TextRun SCXW248331027 BCX8\"><span class=\"NormalTextRun SCXW248331027 BCX8\">Audit documents to verify all documents comply with regulatory requirements.</span></span></li><li><span data-contrast=\"auto\" lang=\"EN-US\" class=\"TextRun SCXW248331027 BCX8\"><span class=\"NormalTextRun SCXW248331027 BCX8\">Aduit documents to verify all documents meet investors overlays.</span></span></li><li><span data-contrast=\"auto\" lang=\"EN-US\" class=\"TextRun SCXW248331027 BCX8\"><span class=\"NormalTextRun SCXW248331027 BCX8\">Aduit documents to verify the loan is within program guidelines.</span></span></li><li><span data-contrast=\"auto\" lang=\"EN-US\" class=\"TextRun SCXW248331027 BCX8\"><span class=\"NormalTextRun SCXW248331027 BCX8\">Verify loan is within ATR/QM limitations.</span></span></li><li><span data-contrast=\"auto\" lang=\"EN-US\" class=\"TextRun SCXW248331027 BCX8\"><span class=\"NormalTextRun SCXW248331027 BCX8\">Review appraisal for any red flags and LTV.</span></span></li><li><span data-contrast=\"auto\" lang=\"EN-US\" class=\"TextRun SCXW248331027 BCX8\"><span class=\"NormalTextRun SCXW248331027 BCX8\">Identify, Research and Resolve discrepancies at loan level.</span></span></li><li><span data-contrast=\"auto\" lang=\"EN-US\" class=\"TextRun SCXW248331027 BCX8\"><span class=\"NormalTextRun SCXW248331027 BCX8\">Upload documents to third party auditors.</span></span></li><li><span data-contrast=\"auto\" lang=\"EN-US\" class=\"TextRun SCXW248331027 BCX8\"><span class=\"NormalTextRun SCXW248331027 BCX8\">Research and resolve any loan level exceptions determined by third party auditors.</span></span></li><li><span data-contrast=\"auto\" lang=\"EN-US\" class=\"TextRun SCXW248331027 BCX8\"><span class=\"NormalTextRun SCXW248331027 BCX8\">Scan in all documents required in closing package&nbsp;</span></span></li><li><span data-contrast=\"auto\" lang=\"EN-US\" class=\"TextRun SCXW248331027 BCX8\"><span class=\"NormalTextRun SCXW248331027 BCX8\">Work with third parties to obtain any outstanding original collateral trailing documents such Deed of Trust/Mortgage, appropriate Riders and final title policy.</span></span></li><li><span data-contrast=\"auto\" lang=\"EN-US\" class=\"TextRun SCXW248331027 BCX8\"><span class=\"NormalTextRun SCXW248331027 BCX8\">Verify all MH titles have been retired.</span></span></li><li><span data-contrast=\"auto\" lang=\"EN-US\" class=\"TextRun SCXW248331027 BCX8\"><span class=\"NormalTextRun SCXW248331027 BCX8\">Document trailing documents in tracking system</span></span></li><li><span data-contrast=\"auto\" lang=\"EN-US\" class=\"TextRun SCXW248331027 BCX8\"><span class=\"NormalTextRun SCXW248331027 BCX8\">Follow up on missing trailing documents</span></span></li><li><span data-contrast=\"auto\" lang=\"EN-US\" class=\"TextRun SCXW248331027 BCX8\"><span class=\"NormalTextRun SCXW248331027 BCX8\">Store original documents.</span></span></li><li><span data-contrast=\"auto\" lang=\"EN-US\" class=\"TextRun SCXW248331027 BCX8\"><span class=\"NormalTextRun SCXW248331027 BCX8\">Retrieve original collateral documents and </span><span class=\"NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW248331027 BCX8\">ship</span><span class=\"NormalTextRun SCXW248331027 BCX8\"> to purchaser or custodian for pool purchases.</span></span></li><li><span data-contrast=\"auto\" lang=\"EN-US\" class=\"TextRun SCXW248331027 BCX8\"><span class=\"NormalTextRun SCXW248331027 BCX8\">Document all loans shipped to purchaser or custodian including tracking number, date shipped.</span></span></li><li><span data-contrast=\"auto\" lang=\"EN-US\" class=\"TextRun SCXW248331027 BCX8\"><span class=\"NormalTextRun SCXW248331027 BCX8\">Purge loan files as needed to ensure within document retention policy.</span></span></li><li><span data-contrast=\"auto\" lang=\"EN-US\" class=\"TextRun SCXW248331027 BCX8\"><span class=\"NormalTextRun SCXW248331027 BCX8\">Responsible for lifting 30 &ndash; 40lb File Boxes from floor to table, floor to cart and floor to shipping platforms, as boxes are required for shipping and receiving from other offices.</span></span></li><li><span data-contrast=\"auto\" lang=\"EN-US\" class=\"TextRun SCXW248331027 BCX8\"><span class=\"NormalTextRun SCXW248331027 BCX8\">Responsible for other tasks assigned by Management that may not be listed herein.&nbsp;</span></span></li></ul><p>&nbsp;</p><p>Education and/or Work Experience Requirements: &nbsp;</p><ul><li><span data-contrast=\"auto\" lang=\"EN-US\" class=\"TextRun SCXW248331027 BCX8\"><span class=\"NormalTextRun SCXW248331027 BCX8\">Minimum 1+ years&rsquo; experience in administrative role, credit processing, legal documentation preparation, UCC processing, or information maintenance&nbsp;</span></span></li><li><span data-contrast=\"auto\" lang=\"EN-US\" class=\"TextRun SCXW248331027 BCX8\"><span class=\"NormalTextRun SCXW248331027 BCX8\">Ability to work well within a team atmosphere&nbsp;</span></span></li><li><span data-contrast=\"auto\" lang=\"EN-US\" class=\"TextRun SCXW248331027 BCX8\"><span class=\"NormalTextRun SCXW248331027 BCX8\">Strong attention to detail</span></span></li><li><span data-contrast=\"auto\" lang=\"EN-US\" class=\"TextRun SCXW248331027 BCX8\"><span class=\"NormalTextRun SCXW248331027 BCX8\">Strong customer service skills&nbsp;</span></span></li><li><span data-contrast=\"auto\" lang=\"EN-US\" class=\"TextRun SCXW248331027 BCX8\"><span class=\"NormalTextRun SCXW248331027 BCX8\">Excellent verbal and written communication skills</span></span></li><li><span data-contrast=\"auto\" lang=\"EN-US\" class=\"TextRun SCXW248331027 BCX8\"><span class=\"NormalTextRun SCXW248331027 BCX8\">Proficiency in Microsoft Office suite of products</span></span></li><li><span data-contrast=\"auto\" lang=\"EN-US\" class=\"TextRun SCXW248331027 BCX8\"><span class=\"NormalTextRun SCXW248331027 BCX8\">Prefer experience with DocuSign or similar product platforms</span></span></li><li><span data-contrast=\"auto\" lang=\"EN-US\" class=\"TextRun SCXW248331027 BCX8\"><span class=\"NormalTextRun SCXW248331027 BCX8\">Ability to multitask in a fast-paced environment</span></span></li><li><span data-contrast=\"auto\" lang=\"EN-US\" class=\"TextRun SCXW248331027 BCX8\"><span class=\"NormalTextRun SCXW248331027 BCX8\">Ability to work independently as well as in a team setting</span></span></li></ul><p>Physical Demand: &nbsp;</p><ul><li><span data-contrast=\"auto\" lang=\"EN-US\" class=\"TextRun SCXW248331027 BCX8\"><span class=\"NormalTextRun SCXW248331027 BCX8\">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.</span></span></li><li><span data-contrast=\"auto\" lang=\"EN-US\" class=\"TextRun SCXW248331027 BCX8\"><span class=\"NormalTextRun SCXW248331027 BCX8\">Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards</span></span></li><li><span data-contrast=\"auto\" lang=\"EN-US\" class=\"TextRun SCXW248331027 BCX8\"><span class=\"NormalTextRun SCXW248331027 BCX8\">Must be able to talk, listen and speak clearly on telephone</span></span></li><li><span data-contrast=\"auto\" lang=\"EN-US\" class=\"TextRun SCXW248331027 BCX8\"><span class=\"NormalTextRun SCXW248331027 BCX8\">Able to sit or stand at a </span><span class=\"NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW248331027 BCX8\">work station</span><span class=\"NormalTextRun SCXW248331027 BCX8\"> for prolonged periods of time</span></span></li><li><span data-contrast=\"auto\" lang=\"EN-US\" class=\"TextRun SCXW248331027 BCX8\"><span class=\"NormalTextRun SCXW248331027 BCX8\">Must be able to physically type</span></span></li></ul><p><br></p></div>\n",
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