Loan Setup & Disclosures Specialist

The Loan Setup & Disclosures Specialist reviews and assists on setting up loan files for submission into underwriting. They also ensure disclosures are issued and compliance requirements are met throughout the loan process.

Job Duties and Responsibilities:

Review/Prepare Initial Disclosures

• Review initial disclosures provided by clients to validate compliance and ensure timing requirements have been met.
• Prepare initial disclosures for client to review or issue to meet timing requirements.

Review Submission Requests

• Review loan submission documents for completeness to submit to underwriting.
• Index and status submission documents accordingly.
• Add conditions for required items that are missing at the time of submission.
• Issue Notice of Incomplete Application for incomplete submission files.

Review and Redisclose Change of Circumstance

• Review...