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Triad Financial Jobs in California (NOW HIRING)

Loan Processor

Anaheim, CA · On-site

$25.01/hr

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 ...

Loan Processor

Anaheim, CA · On-site

$25.01/hr

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 ...

Transformed a commission-based sales team into a triad model (sales + solution + delivery ... Utilize financial models (e.g., LTV, CAC) to optimize business performance. * Build and implement ...

Transformed a commission-based sales team into a triad model (sales + solution + delivery ... Utilize financial models (e.g., LTV, CAC) to optimize business performance. * Build and implement ...

Transformed a commission-based sales team into a triad model (sales + solution + delivery ... Utilize financial models (e.g., LTV, CAC) to optimize business performance. * Build and implement ...

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Triad Financial information

See California salary details

$45.4K

$135.4K

$190K

How much do triad financial jobs pay per year?

As of Aug 16, 2026, the average yearly pay for triad financial in California is $135,381.00, according to ZipRecruiter salary data. Most workers in this role earn between $107,100.00 and $151,500.00 per year, depending on experience, location, and employer.

What is a Triad Financial?

A Triad Financial job typically refers to a position within Triad Financial Services, a company specializing in consumer lending, loan servicing, and financial solutions. Jobs in this field may include roles in loan processing, underwriting, customer service, and financial analysis. Employees often work with clients to secure financing options and ensure smooth loan transactions. Positions may require financial expertise, customer service skills, and knowledge of lending regulations. Triad Financial careers can provide opportunities for growth in the financial services industry.

What does a typical day look like for someone working at Triad Financial?

A typical day at Triad Financial often involves reviewing client portfolios, conducting financial analyses, and preparing customized reports or recommendations. Team members regularly communicate with clients to address questions, provide updates, or discuss potential financial strategies, as well as collaborate internally to solve complex cases. You may also attend team meetings, participate in ongoing training sessions, or stay updated with financial regulations and industry trends. This dynamic environment provides opportunities for professional growth and direct impact on clients' financial success.

What are the key skills and qualifications needed to thrive in the Triad Financial position, and why are they important?

To succeed at Triad Financial, a strong background in financial analysis, account management, and client advisory services is essential, often supported by a degree in finance, accounting, or business. Proficiency with financial software such as QuickBooks, Microsoft Excel, and customer relationship management (CRM) systems, along with relevant certifications like CPA or CFA, is highly valued. Exceptional communication, attention to detail, and relationship-building skills help professionals excel in client interactions and collaborative projects. These competencies are vital to ensuring accurate financial management, effective client support, and the achievement of organizational goals.

What job categories do people searching Triad Financial jobs in California look for?

The top searched job categories for Triad Financial jobs in California are:

Infographic showing various Triad Financial job openings in California as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 13% Part Time, 2% Temporary, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $135,381 per year, or $65.1 per hour.

$25.01/hr

Other

Re-posted 28 days ago


Job description

Loan Processor

Compensation: $25.01+/hour and includes monthly commission/bonus structure

As a loan processor, you will play a vital role in our wholesale 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 team members 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.