Disclosure Desk Associate – Remote Job Vacancy in Bay Equity California – Latest Jobs in California
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Company Name : Bay Equity
Location : California
Position : Disclosure Desk Associate – Remote
Job Description : Disclosure Desk Associate Full-Time position with benefits – Remote
Bay Equity is a full-service retail mortgage lending institution headquartered in Corte Madera, CA. In 2011, 2012, and 2021, San Francisco Business Times named Bay Equity among its “Top 100 Fastest-Growing Private Companies” in the Bay Area.
Bay Equity is searching for an energetic, reliable individual to work in a fast-paced environment. This position is entry-level to mid-entry-level (depending on experience) with opportunities for growth:
The function of the Disclosure Desk Associate is as follows (but not limited to):
Perform comprehensive reviews of the Loan Estimate and other required State and Federal Disclosures
Excellent attention to detail
Able to work as part of a team as well as independently
Request clarification or documentation as needed
Correct mistakes and investigate inconsistencies
Update job knowledge by participating in training
Strong interpersonal and communication skills and the ability to work effectively with Team Leads, Managers, and Sales
Able to stay organized and manage multiple priorities
Able to meet deadlines as pursuant to TRID timing requirements
Strive to achieve daily production goals
Perform day to day tasks as outlined below for either Revised (CIC) Disclosures or Initial Disclosures:
Accurate and efficient review/electronic delivery/disclosure of all loans assigned for initial or revised disclosure in accordance with Bay Equity Policy, State, and Federal Regulations
Escalate 2nd reviews to Team Leads or Manager in a timely manner
Provides oversight of inactive loans to ensure cancellations and declines are completed in a timely manner in accordance with Bay Policy, State, and Federal Regulations
Monitor email to quickly respond in a professional manner and ensure all communication/disclosures are sent and any escalations are managed
Ability to manage your own pipeline of assigned loans timely
Work closely with our DocuSign/Floify or Mail-out teams to ensure certain disclosures are delivered within the same day they are disclosed
Additional Duties:
Complete any additional duties assigned by Management
Maintain a focus on enhancing customer service skills and knowledge
Complete Regulatory and Compliance training as required
Maintain strict confidentiality regarding customer’s personal and financial information
Assist Management and other departments as needed
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
The requirements listed below are representative of the knowledge, skill, and/or ability required:
Positive and professional attitude and must have the company’s highest, and best interest, at all times
Provide outstanding customer service, work well under pressure, and be a team player
Interact well with co-workers, investors, sales, and other departments, etc.
Possess excellent written and verbal communication skills
Able to adapt to changing environments, situations, and job responsibilities
Some Mortgage knowledge with an emphasis on Disclosures or equivalent experience preferred
We offer a comprehensive benefits package including medical, dental, vision, life insurance, and 401k. Compensation based on experience. This is a full-time position.
Bay Equity is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. Bay Equity is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request a reasonable accommodation, contact our Human Resources Department at hrdeskteam@bayeq.com, or call 415/820-4525.
This post is listed Under  California jobs
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