Initial Disclosure Specialist I (Docs & Funding) Remote EAST COAST

Position Summary

The Initial Disclosure Specialist I is responsible for preparing and delivering accurate and timely initial disclosures while ensuring compliance with applicable regulatory requirements. This role works closely with internal teams, loan originators, and third-party partners to obtain required information and facilitate a smooth loan process.

Essential Duties and Responsibilities

• Prepare and complete initial loan disclosures accurately and within required timelines.
• Establish communication and maintain follow-up with internal team members and third-party partners to obtain title, escrow, and closing-related fees and information.
• Effectively communicate loan status updates, requirements, and expectations to internal stakeholders and loan originators.
• Provide exceptional customer service to both internal and external customers.
• Review and update loan data within Encompass to ensure accurate population of Loan Estimates (LE).
• Conduct detailed reviews of all fees and charges for accuracy and compliance.
• Ensure disclosures meet TRID and company requirements.
• Participate in ongoing initiatives to improve operational efficiency and customer service.
• Assist other team members and management with additional duties and special projects as assigned.

Qualifications

• Minimum of 1 year of mortgage initial disclosure experience within the past 3 years.
• Working knowledge of TRID regulations and disclosure requirements.
• Strong attention to detail and organizational skills.
• Excellent verbal and written communication skills.
• Ability to effectively manage multiple priorities in a high-volume, fast-paced environment.
• Strong problem-solving and time-management skills.

Benefits

• Competitive base salary plus performance-based bonus opportunities.
• Exciting growth opportunities within a rapidly expanding mortgage lender.
• Career advancement potential as the organization continues to scale.
• A collaborative, team-oriented culture that values hard work, accountability, and achievement.
• A fast-paced environment where every day brings new challenges and opportunities to learn.
• Opportunity to make a meaningful impact while building a rewarding long-term career.
• Comprehensive benefits package, including medical, dental, vision, paid time off, paid holidays, 401k plan and additional employee benefits.

Compensation

Compensation: $50,445 - $56,050 Base Salary + Performance Bonus