Initial Disclosure Specialist I (Docs & Funding) San Diego, CA
About The Position
Initial Disclosure Specialist I (Docs & Funding) at LendSure Mortgage Corp. is responsible for preparing and delivering accurate and timely initial disclosures while ensuring compliance with applicable regulatory requirements. This role works closely with internal teams, loan originators, and third-party partners to obtain required information and facilitate a smooth loan process. LendSure Mortgage Corp. is a rapidly growing wholesale mortgage lender specializing in innovative Non-QM loan solutions, transforming the lending experience by helping mortgage originators serve borrowers who fall outside traditional lending guidelines. The company offers a fast-paced and rewarding environment that encourages professional growth, recognizes achievement, and provides real opportunities for career advancement.
Requirements
- Minimum of 1 year of mortgage initial disclosure experience within the past 3 years.
- Working knowledge of TRID regulations and disclosure requirements.
- Strong attention to detail and organizational skills.
- Excellent verbal and written communication skills.
- Ability to effectively manage multiple priorities in a high-volume, fast-paced environment.
- Strong problem-solving and time-management skills.
Nice To Haves
- Experience with Encompass Loan Origination System.
- Non-QM mortgage lending experience.
- Prior experience working in a wholesale mortgage environment.
Responsibilities
- Prepare and complete initial loan disclosures accurately and within required timelines.
- Establish communication and maintain follow-up with internal team members and third-party partners to obtain title, escrow, and closing-related fees and information.
- Effectively communicate loan status updates, requirements, and expectations to internal stakeholders and loan originators.
- Provide exceptional customer service to both internal and external customers.
- Review and update loan data within Encompass to ensure accurate population of Loan Estimates (LE).
- Conduct detailed reviews of all fees and charges for accuracy and compliance.
- Ensure disclosures meet TRID and company requirements.
- Participate in ongoing initiatives to improve operational efficiency and customer service.
- Assist other team members and management with additional duties and special projects as assigned.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Paid time off
- Paid holidays
- 401k plan
- Performance-based bonus opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
