Disclosure Desk Specialist - Remote

Description

• Disclose initial and revised disclosures promptly and accurately within regulatory requirements.
• Monitor and disclose change of circumstance requests requiring a re-disclosure.
• Ensure that all required regulatory, state, and investor disclosures are included in disclosed packages.
• Verify fee and loan information for accuracy at time of disclosure or re-disclosure.
• Review filed disclosures for completeness and accuracy and ensure system tracking is accurate.
• Remain current on changing state and federal regulations and ensure up-to-date compliance for multi-state locations.
• Other duties as assigned.

Classification: Full Time, Non-Exempt

• Excellent customer service skills
• Highly detail-oriented
• Proven ability to prioritize and multi-task
• Strong communication skills, including regulatory correspondence
• Excellent organizational skills
• Works well with little direction
• Ability to work across organizational boundaries

Experience Requirements:

• Minimum of two (2) years of experience preparing/reviewing disclosures preferred.
• Wholesale experience preferred.
• Experience with Encompass or similar LOS preferred.

Education / Licensing Requirements:

• High school diploma or equivalent required. Some college preferred.

Working Conditions:

• Fast-paced environment.
• Requires normal vision (corrected) both close and distant.
• Requires normal hearing levels (corrected).
• Requires working at a desk to use a phone and computer for extended periods of time.
• Requires sitting, bending.
• Works effectively with frequent interruptions.
• Lifting requirements of 10 lbs. occasionally.
• Minimal travel <5%. 

• Along with a great culture and competitive pay, full-time employees are eligible to receive additional benefits:
• Medical, dental, and vision insurance
• Short-term and long-term disability
• 401(k) and Roth 401(k) plans and Company match
• Company-provided life insurance
• 8 paid holidays
• AND MORE!