Preliminary Disclosure Specialist

Join our Commercial Loan Services team in a detail-driven role focused on the preliminary stages of commercial and consumer loan transactions.

We’re looking for someone who is analytical, organized, and able to work independently in a fast-paced environment while managing multiple deadlines and complex documentation.

What You’ll Do:

• Ensure Loan Estimate and preliminary Closing Disclosures are prepared in accordance with the terms and conditions per the application and in compliance with regulatory requirements including TRID and Reg Z


• Review loan applications and supporting documentation for completeness and accuracy


• Communicate with loan officers and internal partners to obtain missing information and resolve documentation issues


• Order and review due diligence items such as flood certifications, title fee estimates, background checks, and other supporting documentation


• Manage multiple priorities while maintaining a high level of accuracy and attention to detail


• Support additional departmental responsibilities as needed

What We’re Looking For:

• Minimum two (2) years of relevant experience including one or more of the following:
  
  
  
  • Commercial, mortgage, or consumer lending operations
  
  
  • Loan disclosures or pre-closing loan support
  
  
  • Mortgage or real estate title/escrow operations, with direct involvement in preparing disclosures or loan documents
  
  
  • Legal document review and analysis (preferably related to mortgage industry)
  
  
  • Real Estate Agent or Brokerage operations *Active real estate licenses must be placed in an inactive status upon hire
  
  
  
  


• Strong analytical and critical thinking skills with the ability to interpret complex documents and determine next steps


• Ability to work independently, prioritize workload, and meet deadlines in a fast-paced environment


• Excellent written and verbal communication skills


• Demonstrated high level customer service experience


• Exceptional organizational skills and strong attention to detail


• Highly proficient PC skills including Microsoft Office suite and loan documentation systems

Preferred Skills:

• Familiarity of TRID, Regulations B, Z, RESPA, Fair Credit Reporting Act, and other federal and state laws and regulations


• Working knowledge of complex consumer loan transactions, including title reports and exceptions


• Understanding of consumer lending policies and procedures


• LaserPro experience

Why This Role Stands Out

This role offers the opportunity to develop specialized expertise in the front-end loan process and loan compliance while working in a fast-paced operational environment where accuracy, accountability, and sound decision-making are essential.