Disclosure Desk Team Lead
About The Position
• Lead and manage the Disclosure Desk team, providing training, support, and performance feedback. • Oversee the preparation and issuance of all disclosure documents, including LEs and CDs, ensuring regulatory compliance and accuracy. • Monitor team workload, prioritize tasks, and ensure disclosure timelines are met across all loans. • Review complex loan files for accuracy and compliance with TRID, TILA, RESPA, and other applicable regulations. • Act as a subject matter expert for disclosure-related questions from internal departments such as Processing, Underwriting, and Sales. • Conduct regular audits of disclosure files to ensure quality control and regulatory adherence. • Collaborate with the Compliance and Legal teams to implement changes based on new regulations or investor guidelines. • Maintain and improve disclosure desk processes and procedures to enhance operational efficiency and service levels. • Lead weekly team meetings and provide regulatory updates and procedural guidance. • Identify process gaps or risks and develop action plans for resolution or improvement. • Ensure team adherence to company policies, disclosure protocols, and service-level expectations.
Requirements
- 3+ years of mortgage industry experience, with a strong background in Non-QM disclosures.
- 1+ year of experience in a team lead or supervisory role within a mortgage operations environment.
- In-depth knowledge of TRID, RESPA, TILA, and federal/state compliance regulations.
- Proficiency with MeridianLink LOS and disclosure-related technology platforms.
- Exceptional attention to detail and organizational skills with a focus on accuracy and compliance.
- Strong leadership and team management capabilities, including coaching, delegation, and performance management.
- Excellent communication skills, with the ability to interact with cross-functional teams and resolve complex issues.
- Proven ability to prioritize, multitask, and thrive in a fast-paced, deadline-driven environment.
Responsibilities
- Lead and manage the Disclosure Desk team
- Oversee the preparation and issuance of all disclosure documents
- Monitor team workload and prioritize tasks
- Review complex loan files for accuracy and compliance
- Act as a subject matter expert for disclosure-related questions
- Conduct regular audits of disclosure files
- Collaborate with the Compliance and Legal teams to implement changes
- Maintain and improve disclosure desk processes and procedures
- Lead weekly team meetings and provide regulatory updates
- Identify process gaps or risks and develop action plans
- Ensure team adherence to company policies, disclosure protocols, and service-level expectations
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
51-100 employees
