LoanPeople · 1 day ago
Jr Disclosure Specialist
United States
Full-time
Remote
Entry Level
1+ years expLoanPeople is a rapidly growing company headquartered in Austin, TX, specializing in mortgage services. The Jr Disclosure Specialist supports the disclosure process by assisting loan officers and operations teams in the preparation and issuance of initial loan disclosures, focusing on accuracy and compliance.
Commercial LendingFinancial ServicesReal Estate
Responsibilities
Support loan officers and internal teams with questions related to initial loan disclosures, fees, and loan status
Assist in reviewing loan data including loan program, lock information, title work, appraisal, mortgage insurance, purchase contracts, payoffs, homeowner’s insurance, and flood insurance to ensure accurate initial disclosures
Monitor assigned pipeline to ensure initial disclosures, including the Loan Estimate (LE) and required federal and state documents, are issued timely and accurately
Prepare and issue initial disclosure packages under established guidelines and supervision
Review loan lock confirmations to ensure initial disclosures reflect accurate pricing and terms
Track and monitor consumer acknowledgment and signing of initial disclosure documents
Audit initial disclosure packages to confirm compliance with regulatory requirements and internal timelines
Complete required checklists and ensure all documentation related to initial disclosures is properly uploaded and maintained in the loan file
Identify discrepancies, missing information, or compliance concerns and escalate to senior disclosure or operations team members
Participate in training to build knowledge of disclosure regulations, systems, and best practices
Qualification
Required
1–3 years of experience in a professional office environment; experience in mortgage, banking, or real estate is a plus
Proficiency with Microsoft Office (Outlook, Word, Excel) and Adobe Acrobat; comfortable learning new systems
Strong verbal and written communication skills
Ability to follow detailed checklists and procedures and ask questions when clarification is needed
Highly detail-oriented, organized, and able to manage multiple tasks in a deadline-driven environment
Self-motivated with a willingness to learn and grow within the role
Professional, friendly, and collaborative with a client- and team-focused mindset
Commitment to accuracy, compliance, and continuous improvement
Benefits
Health insurance
401(k)
Flex time off
Company
LoanPeople
LoanPeople specializes in conventional loans and commercial lending services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Dana Leaman
Chief Marketing Officer
Company data provided by crunchbase