The Disclosure Specialist is an intermediate level role within the operations team. The Disclosure Specialist is responsible for handling the review of the initial information and documents to create and deliver the initial Loan Estimate and disclosures to the borrower(s) . As well as re-issue any supplemental Loan Estimate forms due to viable change of circumstances.
Key Responsibilities
- Prepare and send initial disclosure packages, Loan Estimates (LE) and Closing Disclosures (CD) to borrowers and brokers within regulatory timeframes.
- Managing their pipeline to ensure disclosures are issued within 2 business hours
- Balance Files - Reviewing CD to ensure all fields are accurate per the closing statement
- Working with brokers to issue change of circumstances as applicable
- Work closely within internal departments such as Operations, Compliance, Secondary, and Sales to provide a world class customer experience.
- Other responsibilities, as assigned.
Preferred Skills, Knowledge and Expertise
- Experience working in Encompass
- 2 + years experience in similar role
Benefits
Kings Mortgage Services, Inc. offers a full suite of benefits including:
- Medical Insurance
- Dental insurance
- Vision insurance
- Life insurance
- Paid time off
- 401(k) with company match
Prepare and send Loan Estimates and Closing Disclosures within regulatory timeframes, manage pipeline to issue disclosures quickly, review closing documents for accuracy, work with brokers and internal teams; experience with Encompass and 2+ years in a similar role preferred.
Key Responsibilities
- preparing disclosures
- managing pipeline
- reviewing closings
Skills & Tools
Encompass
Job Details
- Category: Finance and Accounting
- Seniority: Entry Level
- Commitment: Full Time
- Workplace: Remote — Santa Ana, California, United States
- Languages: English
Benefits
- 401k matching
- Retirement plan
About Michigan Mutual, Inc.
A full-service mortgage lender providing correspondent, wholesale, and retail mortgage solutions with a focus on service, speed, and transparency. — Industry: Finance