Disclosure Specialist

Disclosure Specialist

The Disclosure Specialist is an intermediate level role within the operations team. The role involves reviewing initial information and documents, creating and delivering the initial Loan Estimate and disclosures to borrowers, and re‑issuing supplemental Loan Estimate forms when circumstances change.

Department: Operations

Location: Santa Ana, CA

Compensation: $20.00 - $25.00 / hour

• Prepare and send initial disclosure packages, Loan Estimates (LE) and Closing Disclosures (CD) to borrowers and brokers within regulatory time frames.
• Manage pipeline to ensure disclosures are issued within 2 business hours.
• Review CD to ensure all fields are accurate per the closing statement and the file is balanced.
• Work with brokers to issue changes of circumstances, as applicable.
• Deliver exceptional customer service to brokers and borrowers by providing timely communication, accurate loan status updates, and proactive resolution of funding‑related inquiries.
• Other responsibilities, as assigned.

• Experience working in Encompass.
• 2+ years experience in a similar role.

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Paid time off
• 401(k) with company match