Disclosure Preparation & Compliance
Prepare and deliver accurate mortgage loan disclosures within TRID guidelines, focusing on conventional loan products while ensuring compliance with escrow data, loan terms, and cash to close.
Title & Fee Coordination
Coordinate the receipt of title fee sheets, pull smart fees, and review purchase contracts to ensure proper disclosure and accurate fee reporting.
Regulatory Knowledge & process Updates
Apply working knowledge of federal lending regulations, CFPB, and TRID requirements, and stay updated on changes to workflow, policies, and products.
Loan Tracking & Error Resolution
Log files into the disclosure tracker, clear errors, complete itemization, and ensure timely updates and corrections as necessary.
Communication & Disclosure Delivery
Send completed disclosures through Blend to the borrower, communicate with the loan team regarding completion, and manage requests for updated fees and reworked loans.
Efficiency & Performance
Consistently meet disclosure turnaround times, processing 5-6 loans per day, and ensuring documents are disclosed, signed, and processed within 24 hours.
