Loan Disclosure Associate

Job Description

Job Title:

Loan Disclosure Associate

Department:

Loan Disclosures

Location:

Milford Corporate Office

Position reports to:

Closing and Loan Setup Manager

Position supervises:

N/A

FLSA status:

__ Exempt x Non-Exempt

TMS Core Values:

• Do the Right Thing
• Embrace and Drive Change
• Create and Maintain High Morale, Job Fulfillment and Enjoyment
• Be Creative and Open-Minded
• Pursue Growth and Learning in Self and Team
• Build Open and Honest Relationships with Communication

General Purpose and Scope (Summary):

This position is responsible for preparing mortgage disclosures and related documentation in accordance with established regulations and processes. In addition, initiate effective and timely communication with Loan Officers and other team members while completing all administrative and compliance requirements ensuring accuracy and quality customer service.

Responsibilities / Functions:

• Disclose complete initial mortgage application package to borrower(s) electronically within expected turn time
• Monitor a fluctuating pipeline and disclose change of circumstance Loan Estimates to borrower(s) within expected turn time
• Order, transfer and request cancelation of FHA case number assignment
• Order condo documentation
• Communicate effectively with Loan Officers and the operations team to ensure quality customer service

Personal Traits / Competencies:

• Strong organizational skills and attention to detail
• Pipeline management
• Ability to work in fast pace & time sensitive environment
• Ability to multi-task
• Oral and written communication skills
• Must be able to meet established daily expectations
• Ability to work independently

Technical / Computer Skills:

• Basic knowledge of Microsoft Word, Excel, Outlook, and Adobe
• Maintain working knowledge of loan programs and products

Education and Experience:

• High school diploma or equivalent

Certifications, Licenses, etc.

N/A

Hours for position:

M-F 9am-5pm

This position may require frequent additional hours, at times on a daily basis; must be available to work additional hours on short notice as determined by management to meet customer service and investor requirements

Date Created:

05/29/13

Date Updated:

04/2025

Conclusion

This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. But, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.