Description

Major Duties and Responsibilities
• Prepare Initial and subsequent Loan Estimates (LE), review and input Fees and track delivery dates.
• • Prepare Closing Disclosure (CD).
• Communicate with Settlement Agents to obtain accurate closing costs prior to disclosure.
• Track timely receipt and signature of the Closing Disclosure to begin required wait periods as soon as possible according to TRID.
• Works closely with Compliance and Funding Manager in setting up effective delivery methods that will achieve efficient and timely closing.
• Track Changes that occur after the Closing Disclosure is delivered to determine if re-disclosure is required at or before consummation.
• Monitor and Track wait periods to ensure closing documents are not prepared prior to completion of the required wait periods.
• Provide Daily payoff reports to Senior Management.
• Ensure the accurate disclosure of loan terms once the member has decided to proceed with their submission.
• Assist with opening memberships.
• Communicate with Members regarding timeline for disclosures and due dates for documents.
• As the position evolves, so will the responsibilities and as such, additional duties may be assigned.







Knowledge and Skills


Required Skills
• Understands and comprehends the Mortgage Loan Process from application through closing.
• Solid time management skills and the ability to organize, prioritize, and perform multiple tasks simultaneously.
• Ability to demonstrate excellent communication and organizational skills.
• Strong computer skills including a fundamental understanding of MS applications, and database management.
• Ability to build and sustain relationships with members through marketing and other techniques.
• Maintain a strong attention to detail; be very organized and analytical; possess an aptitude for figures and accurate data entry.

Preferred Skills
• Knowledge of TRID, including the proper completion of an LE and CD.
• Understanding of FNMA guidelines.
• Mortgage Sales and/or processing experience.
• Mortgage Lending Knowledge.
• Ability to perform functions in a fast-evolving work environment.
• Problem solver with excellent analytical skills.

Interpersonal Skills
• Demonstrated judgment and decision-making ability.
• Excellent organizational, team-collaboration, member service skills.

Experience
• Minimum of 1-2 year experience in Real Estate or Finance.
• Some college experience preferred.

Requirements

Mortgage Disclosure, Mortgage Lending

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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Questions? Call your local office at 1.888.490.3195. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to temporary professionals. Visit https://roberthalf.gobenefits.net/ for more information.

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