• Receives incoming disclosure request from Broker via TRID Application form. Reviews the TRID Application form for completeness and compliance with Consumer Financial Protection Bureau (CFPB).
• Point of contact with broker to ensure all required documentation has been received to issue the Initial Loan Estimate.
• Locks in the interest rate if the Broker has included a request to lock with the TRID Application.
• Issues the Loan Estimate and includes the ODVA disclosure package to borrower(s) within the 3- day allowance set by CFPB.
• Files all documentation within the system of record, Calyx Doc Management folder.

• Primary point of contact for communication between Broker, Underwriter and Title company to process a mortgage credit file from initial file submission through closing.
• Review incoming file for completeness and compliance with State and Federal guidelines.
• Prepare file for underwriting.
• Work closely with Broker to obtain all underwriting conditions for re-submission to underwriting for final review.
• Once the file receives Final Underwriting Approval it is time to issue the Closing Disclosure following CFPB guidelines.

• Work closely with Broker, Escrow / Title companies to obtain information necessary to issue the Closing Disclosure in compliance with Consumer, Financial Protection Bureau (CFPB) guidelines.
• Prepare and send Closing Documents with check for funding to the Escrow / Title Company for borrower (s) signature and work closely with Escrow/ Title to ensure all documents are executed correctly and that all prior to funding conditions have been met.
• Review original signed documents for completion, accuracy, and compliance and submit the required accounting forms to accounting to process and bridge the loan for servicing.
• If applicable, prepare a Final Closing Disclosure to balance with the final Settlement Statement signed at closing.
• Mail Welcome Letter with Payment coupons and the Final Closing Disclosure to borrower(s) no later than 15 days prior to first payment due date.
• Follow up for final post- closing trailing documents, ie: Original Recorded Deed of Trust with Addendum and the Final Title Policy.
• Prepare file for compliance review.

• Must be able to pass a background check.

BlueSun Inc. is a non-profit dedicated to providing employment for veterans and people with a disability but will help anyone looking for a job. We do this through education, technology, accommodation, and advocacy assistance. Job development services offered by BlueSun include vocational exploration, job search, job application assistance, resume writing assistance, interview training, meeting with employers to advocate for client placement, and job coaching. EVERYONE DESERVSE A JOB