Disclosure Desk Specialist - In Office

Disclosure Desk Plano, Texas

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Description

Position Overview:
Benchmark strives to provide a high level of excellence in every aspect of the loan process. This includes ensuring the effectiveness of compliance with federal and state regulations through each step. The Disclosure Desk Specialist is responsible for disclosing and monitoring initial and revised disclosures to ensure accuracy and timeliness.
 
Ideal candidates for this position are experienced in preparing/reviewing disclosure/compliance documents, have a customer-service mindset, and proven time management and prioritization skills.
 
Essential Functions of the Role:
  • Disclose initial and revised disclosures promptly and accurately within regulatory requirements.
  • Monitor and disclose change of circumstance requests requiring a re-disclosure.
  • Ensure that all required regulatory, state, and investor disclosures are included in disclosed packages.
  • Verify fee and loan information for accuracy at time of disclosure or re-disclosure.
  • Review filed disclosures for completeness and accuracy and ensure system tracking is accurate.
  • Remain current on changing state and federal regulations and ensure up-to-date compliance for multi-state locations.
  • Other duties as assigned.
 
Essential Knowledge/Skills/Abilities: 
  • Excellent customer service skills
  • Highly detail-oriented
  • Proven ability to prioritize and multi-task
  • Strong communication skills, including regulatory correspondence
  • Excellent organizational skills
  • Works well with little direction
  • Ability to work across organizational boundaries
 

Experience Requirements:

  • Two to three years’ experience preparing/reviewing disclosures preferred.
  • Experience with Encompass or similar LOS preferred. 

 

Education/Licensing Requirements:

  • High school diploma or equivalent required. Some college preferred.
 

Working Conditions:

  • Fast-paced environment.
  • Requires normal vision (corrected) both close and distant.
  • Requires normal hearing levels (corrected).
  • Requires working at a desk to use a phone and computer for extended periods of time.
  • Requires sitting, bending.
  • Works effectively with frequent interruptions.
  • Lifting requirements of 10 lbs. occasionally.
  • Minimal travel <5%.

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