TPO Loan Setup & Disclosure Specialist
About The Position
Acrisure Mortgage is seeking a detail-oriented TPO Loan Setup & Disclosure Specialist to join our FBC Mortgage TPO Division. This role is responsible for managing the front-end of the loan lifecycle, ensuring files are accurately set up, compliant, and ready for underwriting. The ideal candidate thrives in a fast-paced, high-volume environment and has experience supporting wholesale or broker channels. Position Overview The TPO Loan Setup & Disclosure Specialist is responsible for managing the initial setup and processing of loan files, ensuring all required documentation, verifications, and compliance steps are completed accurately and in a timely manner. This role plays a critical part in preparing loan files for underwriting and supporting the disclosure process.
Requirements
- Must be available to work Pacific Time (PST) hours
- Excellent written and verbal communication skills
- Methodical about analyzing processes and systems to fully understand their functions
- Ability to work independently and within a team with minimal supervision
- Time management and responsiveness
- Problem-solving and critical thinking for accuracy and compliance awareness
Nice To Haves
- Experience supporting wholesale or broker channels
Responsibilities
- Monitor and manage assigned inbox throughout the day to ensure timely handling of incoming requests and notifications
- Order Tax Return Verifications (TRVs) through the IRS
- Order, transfer, and cancel FHA case numbers as needed
- Order Social Security Number verifications
- Manage flood certification processes: Send flood disclosures and certifications for properties located in flood zones & update and maintain accurate flood certification information
- Review document upload notifications and forward CIC or disclosure-related items to the appropriate team
- Cancel or withdraw loans as requested
- Submit second lien loans to Symmetry
- Actively monitor and manage several email queues
- Review loan files to ensure all required documentation and data are complete
- Prepare and submit loan files to the Underwriting team
- Identify and address missing or incomplete information prior to submission
- Review newly registered loans for compliance and eligibility
- Ensure loans meet acceptance and regulatory standards prior to disclosure
- Prepare and send initial disclosure packages to borrowers for signature
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
