Demo

Operations Support

Compunnel
Tempe, AZ Full Time
POSTED ON 5/4/2025
AVAILABLE BEFORE 6/4/2025

Job Summary :

We are seeking a detail-oriented and organized individual to join our team as a Residential Mortgage Loan Disclosure Specialist. In this role, you will be responsible for preparing and processing residential mortgage loan initial disclosure documents in compliance with regulatory guidelines. This includes the execution of disclosures, the calculation of various fees, and maintaining a high quality of work. You will work both independently and as part of a team to meet the business-defined service level agreements (SLAs).

Key Responsibilities :

  • Disclosure Preparation : Prepare residential mortgage loan initial disclosure documents in accordance with regulatory and compliance guidelines. This includes revising or re-disclosing documents as necessary.
  • Execution and Delivery : Ensure the timely processing and execution of a minimum number of disclosure deliveries per day, adhering to regulatory and business-defined SLAs.
  • Fee Calculation : Calculate various fees using internal systems, job aides, and other tools provided by the firm.
  • Quality Assurance : Maintain a minimum quality rating as measured by QA / QC audits, ensuring accuracy and compliance in all documentation.
  • Task Prioritization : Prioritize multiple tasks effectively to meet deadlines and ensure timely completion of disclosures and documentation.
  • Collaboration : Work independently but also collaborate with team members to meet team goals and deadlines.

Required Qualifications :

  • Experience : Minimum of three (3) years’ experience in residential real estate lending, loan processing, or related mortgage loan operations functions.
  • Mortgage Knowledge : Basic knowledge of mortgage lending regulations and guidelines, with a focus on compliance and disclosures.
  • Technical Proficiency : Proficient in Microsoft Excel, Word, Outlook, and SharePoint.
  • Attention to Detail : Highly organized with strong attention to detail to ensure accuracy in documentation and processes.
  • Preferred Qualifications :

  • Mortgage Compliance Experience : Previous experience in mortgage compliance and / or disclosures is preferred.
  • Financial Advisor Experience : Experience working with Financial Advisors and their clients is preferred.
  • Certifications (if any) :

    Relevant mortgage-related certifications are a plus but not required.

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