Mortgage Disclosure Specialist

Overview

The Mortgage Disclosure Specialist is responsible for preparing, reviewing, and issuing accurate and compliant disclosure packages for mortgage loans. This role plays a critical part in the loan origination process by ensuring borrowers receive timely and accurate disclosures, supporting compliance, and facilitating a smooth loan experience

Key Responsibilities

• Validate loan file is set up properly within the Loan Originating System according to the loan program and loan purpose.
• Prepare and deliver initial disclosure packages and redisclosure packages in accordance with investor and regulatory guidelines, and internal Service Level Agreements
• Review fee changes and validate changes of circumstances reasons.
• Monitor loan pipelines to track and plan disclosures for loan files. Organize and prioritize workload to manage timely.
• Work closely with internal business partners to troubleshoot, research and resolve transaction concerns.
• Perform duties and responsibilities specific to department functions and activities, or as assigned by supervisor.
• Maintain current knowledge of lending products, systems, and processes.
• Quality Assurance - Maintain high accuracy in documentation and fund disbursements to ensure compliance and reduce risk.
• Process Improvement - Recommend improvements to streamline workflows, reduce errors, and enhance borrower and partner experience. Supports implementation of new procedures and practices introduced by Mortgage Leadership
• Borrower & Partner Experience - Deliver elevated, solutions-oriented service to borrowers, builders, and loan officers. Function as a knowledgeable point of contact, providing status updates, guidance, and follow-through.
• Brand Growth - Uphold brand values by ensuring every interaction reflects the organization’s commitment to excellence, professionalism, and trust
  
  

Job Requirements - Education, Knowledge And Skills

• High School Diploma or equivalent
• Mortgage experience preferred.
• Exhibits a positive approach to work duties and seeks ways to find efficiencies, without sacrificing quality or process.
• Must be comfortable and able to work in a fast-paced environment.
• Gives and receives constructive feedback.
• Proficient computer skills, including Microsoft Office suite and Windows-based software.
  
  

Come as you are.

Johnson Financial Group supports and is committed to the principle of equal employment opportunity. We make all employment-related decisions without regard for an individual’s race, color, religion, sex, sexual orientation, age, national origin, citizenship, disability, veteran status, or any other protected status as required by law.