Loan Setup Specialist

Job Summary

A company is looking for a Loan Setup & Disclosures Specialist to review and facilitate the setup of loan files and ensure compliance with disclosure requirements.

Key Responsibilities

• Review and prepare initial disclosures to validate compliance and meet timing requirements
• Review loan submission documents for completeness and manage conditions for missing items
• Issue and validate closing disclosures, ensuring compliance and accurate loan terms

Required Qualifications

• Minimum two years of experience in mortgage-related roles
• Knowledge of TILA-RESPA integrated disclosures (TRID) guidelines
• Understanding of various loan programs, including Conventional, Government, Jumbo, and Non-QM
• High School Diploma or equivalent
• Proficient in mortgage loan operating software and Microsoft Office applications