Disclosure Specialist

Evergreen Openings•Bellevue, WA

3d•$16 - $29

About The Position

We're searching for some really great people who enjoy customers as much as we do. Named as one of Puget Sound Business Journal’s Best Places to Work three years running, 2021, 2022 and 2023. We are a certified Great Place to Work™ and were named a Best Workplace eight times, most recently in 2024 in the Financial Services and Insurance category. Check out our rating at: Working at Evergreen Home Loans | Great Place To Work® Wow happens every day at Evergreen. Our vision is centered on changing the world one relationship at a time. Learn more about us on our website here . Discover what’s possible with Evergreen. We're looking to add people who feel the same way we do about our customers, our associates, and the work we do. In return, you'll be part of a growing, contemporary company that rewards creative thinking and believes in helping you get to where you want to be. You'll also enjoy a comprehensive benefits package and an attractive 401K plan to help you grow along with us! The Disclosure Specialist provides branch and wholesale support by generating initial disclosures and re-disclosures in accordance with federal, state, and agency regulations to ensure required timelines are met. This role is also responsible for reviewing disclosure packages for accuracy of data and information and routing disclosures appropriately.

Requirements

Minimum of 1 year experience working at a Mortgage Disclosure Desk or similar role.
Working knowledge of TRID, and other Federal, and State regulations.
Ability to work independently and collaboratively in a fast paced, deadline driven, team environment.
Strong organization skills, ability to learn quickly, and accuracy and timeliness in completing tasks.
Ability to manage multiple functions and priorities at one time while maintaining a high level of attention to detail and a high level of accuracy.
Exercise good judgment and strong character, motivated, hard working.
Ability to work well with fellow associates, clients and vendors.
Good communication skills.
Neat, clean, healthy work habits.
Requires all forms of dexterity and mobility throughout the shift, which may include extended periods of sitting and/or standing.
Occasionally required to reach with hands and arms, twist, climb or balance, stoop, kneel crouch or crawl.
Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral, depth perception and the ability to adjust focus.
Must be able to speak and hear, lift and carry up to twenty-five pounds (25 lbs.) or occasionally more.
Ability to work in a fast-paced, occasionally noisy environment.
May be required to drive for business purposes and if so, must hold a driver’s license in good standing and maintain personal auto insurance in compliance with EHL’s Auto Insurance policy.

Nice To Haves

Working knowledge of Ellie Mae Encompass is a plus.

Responsibilities

Verify the accuracy of data input of loan fees and charges prior to disclosing.
Research discrepancies on files during the disclosing process and discuss with the Loan Originator or Account Executive.
Prepare a variety of mortgage disclosure documents accurately and within required timeframes.
Audit disclosure packages to verify all required disclosures (Federal & State) are included.
Collaboratively partner with colleagues to ensure all required disclosures are accounted for and delivered within defined timelines.
Complete data input on loans in loan system.
Review loan disclosures, audit for completeness, accuracy, etc.
Routing of disclosures, tracking, printing, scanning, and indexing.
Maintain working knowledge of all current mortgage regulations and changes in regulations.
Participate in periodic on-site audits and examinations to verify employee’s compliance with guidelines.
Other duties as assigned.
Perform all actions in accordance with the Mission, Vision, and Convictions of EHL.
Provide a “WOW” experience and effectively communicate with associates, clients, partners, and vendors via phone, written communication and/or in person.
Seek Feedback: Host regular and timely communication with associates and Manager.
Be willing to assume additional responsibilities/duties/projects as they arise.
Have strong organization skills, the ability to learn quickly, and accuracy/timeliness in completing tasks.
Perform all actions in accordance with policies and procedures of the company.
Expected to meet productivity guidelines of the position.
Effectively use software specific for the position and Microsoft office products.
Work well with other members of the EHL team and be willing to fill in when needed.

Benefits

Eligible associates (and their families) have the option to enroll in medical, dental, and/or vision coverage of which both the associate and the company contribute towards expenses.
Basic Life/AD&D insurance for eligible associates as well as a Short-term Disability benefit are provided by Evergreen.
Additional Voluntary Life/AD&D, Long-term Disability benefits and Legal/ID protection plans paid for by the associate are also available.
Associates are automatically enrolled in Evergreen’s 401(k) plan.
Personal Time Off (PTO) of up to 13.34 hours may be earned monthly and associates may enjoy 9 paid holidays each year.
Paid voluntary day of work, company matching on charitable donations and mortgage loan benefit.

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