Disclosure Desk

Banking & Financial Services
Job Location: 
Waukesha, WI

Job Description:

Must understand TRID and the sensitive timing requirements surrounding the regulation
Receive information necessitating disclosure of company and/or regulatory required disclosures (both initial and subsequent re-disclosures).
Review and interpret information received to effectively determine which disclosures are required to be provided. Information may be contractual, loan (rate term, loan type, interest rate lock, mortgage fee, etc.) property/market (transfer tax, stat disclosures, etc.) or borrower related.
Complete the disclosures as required based on the information received as well as through practical understanding of the mortgage loan process. This will involve updating information within the Loan Origination System. Knowledge of the Loan Origination System (Encompass) and other supporting systems are required.
Communicate effectively with Production team (Mortgage Loan Originators as well as other departments as applicable) to confirm the disclosures are appropriate.
Provide accurate and appropriate disclosures to customers within pre-determined timelines pursuant to company policy/procedure and regulatory requirements.
Update the Loan Origination System as well as other systems (as required) to effectively notify appropriate parties that disclosures have been effectively provided to consumers
Review reports to confirm all disclosures are processed in a timely fashion.


Job Qualifications:

High school degree or equivalent.

Knowledge of Microsoft Office

Experience in the mortgage industry or real estate preferred.


  • Possess a keen eye for accuracy, attention to detail and ability to handle a high-volume work load
  • Excellent interpersonal, organizational, prioritization and time management skills
  • Ability to deliver effective results and to meet deadlines with minimal supervision
  • Self-starter who can adapt to a changing environment and can communicate and work well with Investors and co-workers
  • Possess clear, concise and effective written and oral communication skills
  • Professional demeanor in appearance, interpersonal relations, work ethic and attitude


Recruiter Name: 
Aleksandra Hebron
Recruiter Phone: 
(262) 886-8000 ext. 216

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