Loan Officer Assistant/Disclosure Specialist
Core
Review loan files for documentation needs, produce and deliver regulatory disclosures to consumers, and ensure accurate fee verification to mitigate compliance violations.
Role type
Loan Officer Assistant/Disclosure Specialist
Builds
Mortgage loan disclosures and compliant loan submissions
Domain
Mortgage lending / Regulatory compliance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
RESPA/TRID knowledge, TILA-RESPA Integrated Disclosure Rule knowledge, FHA/VA/USDA knowledge, document review, customer communication, compliance verification
Preferred skills
FHA/VA/USDA knowledge
Technologies
Encompass
Responsibilities
Review loan files and highlight deficiencies, prepare disclosures within 3 days of application, verify accuracy of fees to mitigate TRID and RESPA violations, upload disclosures to Encompass, review compliance reviews, answer disclosure emails, communicate with Sales, Processing, Closing, and Underwriting
Seniority
Entry-level, operational support