Disclosure Desk Specialist
About The Position
Invest In You! Tri City National Bank is not just a bank; it's your community banking partner, deeply committed to prioritizing customers, building strong relationships, and fostering a sense of belonging. Our team-oriented environment offers exceptional opportunities for personal and professional growth, celebrating success, and providing excellent benefits along the way. We believe in unparalleled customer service and the right banking solutions to help fulfill financial dreams and contribute to community growth.The Disclosure Desk Specialist is responsible for the accurate and timely preparation and delivery of initial disclosures and re-disclosures in accordance with TRID and Regulation Z. Compensation: $20.00 - $30.00 per hour depending on experience. This position is in-office located at our Operations Center in West Allis, WI.
Requirements
- High school diploma and at least one year of relevant experience in the mortgage industry, professional office, or banking environment required.
- Strong understanding of RESPA, TRID, and disclosure desk compliance, including timing and regulatory requirements.
- Ability to prioritize tasks, work independently, and maintain attention to detail.
- Strong verbal and written communication skills.
- Proficient in MS Office; experience with Meridian Link is a plus.
- Quick learner with strong retention skills.
- Demonstrates professionalism, discretion, and excellent customer service when handling confidential, time-sensitive information.
- Collaborative team player with a positive attitude.
- Requires continuous attention to detail and accuracy.
Nice To Haves
- Three or more years of mortgage disclosure experience preferred.
- experience with Meridian Link is a plus.
Responsibilities
- Prepare and deliver Loan Estimates and initial disclosure packages per TRID/RESPA requirements and deadlines.
- Review disclosures for compliance and accuracy before delivery to borrowers.
- Manage disclosure pipelines to ensure timely issuance of all disclosure sets.
- Collaborate with Loan Officers, Processors, and team members to review fees and ensure accurate disclosure.
- Monitor and process re-disclosures within regulatory timeframes.
- Coordinate with the Closing Department on updated Closing Disclosures.
- Review and reconcile HMDA data for accuracy.
- Resolve compliance issues related to disclosures.
- Perform administrative tasks for residential mortgage loans, such as ordering reports and obtaining required documentation from internal systems.
- Complete data entry for Borrower’s Summary URLA and Processing Tab in Meridian Link.
- Maintain effective working relationships to ensure timely disclosure processing.
- Send disclosure packages to borrowers electronically or by mail.
- Maintain current knowledge of TRID requirements.
- Other duties as assigned.
Benefits
- 401(k) with company match
- Up to 20 hours of paid vacation after 6 months
- Tuition reimbursement
- Medical, dental, and vision coverage
- Paid vacation and more!
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
