Disclosures Desk Lead - Mortgage Operations

ADP; Santa Ana (CA); Presencial; USD 41 000 - 55 000; Tempo integral

Resumo da oferta

ADP in Santa Ana, CA seeks a Disclosure Desk Team Lead to guide the loan disclosure process. This hands-on leadership role focuses on timely, accurate delivery of Loan Estimates and Closing Disclosures while balancing pipeline with team oversight.

The role requires 5+ years in a similar position, 1+ year leadership, and proficiency with Encompass. Strong communication and knowledge of TRID/RESPA regulations are essential.

Qualificações

• 5+ years of experience in a similar role
• 1+ year of prior leadership experience
• Ability to communicate effectively with external and internal customers
• Experience working in Encompass
• Knowledge of TRID/RESPA regulations
• High school diploma or equivalent

Responsabilidades

• Assist in prioritizing and distributing workload amongst the Disclosure team to meet SLAs and volume demands
• Provide day-to-day guidance, support, and direction to Disclosure Specialists. Including conducting quality reviews and providing coaching to improve accuracy and efficiency
• Manage a pipeline of loans which require confirmation of the Loan Estimate being generated, received, and possibly regenerated due to change in circumstance
• Communicates with clients to resolve discrepancies by explaining required documentation to complete the Loan Estimate or Closing Disclosures
• Validates that documentation received and generated is accurate and uploaded into Company system
• Reviews Change of Circumstances within acceptable service levels defined, based off value
• Review approved documentation to meet Initial CD requirements for accuracy and data entry fully completed within our LOS system to generate and deliver the initial Closing Disclosure
• Reviews, verifies and updates information from the documentation required to complete, generate and deliver closing disclosure
• Work closely within internal departments such as Operations, Compliance, and Sales to provide a world class customer experience
• Other responsibilities, as assigned

Conhecimentos

Leadership

Communication

Attention to detail

Problem solving

Formação académica

High school diploma or equivalent

Ferramentas

Encompass

Descrição da oferta de emprego

ADP in Santa Ana, CA seeks a Disclosure Desk Team Lead to guide the loan disclosure process. This hands-on leadership role focuses on timely, accurate delivery of Loan Estimates and Closing Disclosures while balancing pipeline with team oversight.

The role requires 5+ years in a similar position, 1+ year leadership, and proficiency with Encompass. Strong communication and knowledge of TRID/RESPA regulations are essential.