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Fairway Independent Mortgage Corporation Branch Disclosure Specialist in Pomona, California

Job Summary:

The Branch Disclosure Specialist position verifies data and documentation provided by the Branch Processor, Closer, or LOA for their preparation of the initial closing disclosure on loans. Communicates with branch and corporate employees in a timely, efficient, and courteous manner.

Essential Job Functions:

  • Reviews data entry based on documentation provided by the Branch Processor, Closer, or LOA

  • Makes corrections to ensure the data entered reflects accurate information

  • Generate initial closing disclosure in Encompass

  • Sends prepared initial closing disclosure via secure email to the Branch Processor, Closer, or LOA for approval

  • Updates initial closing disclosure with any changes that need to be made based on the review

  • Sends the initial closing disclosure to the borrower via Encompass e-sign, US mail, and/or print to have executed in person

  • Notifies the Branch Closer that the initial closing disclosure has been sent to the borrower

  • Assigns the file to the corresponding Branch Closer

Non-Essential Job Functions:

  • Participates in proactive team efforts to achieve departmental and company goals

  • Adopts Fairway values in personal work behaviors, decision making, contributions and interpersonal interactions

  • Contributes to a positive work environment by demonstrating cultural expectations and influencing others to reward performance and value "can do" people, accountability, diversity and inclusion, flexibility, continuous improvement, collaboration, creativity and fun

  • Performs other duties as assigned

Required Knowledge and Skills:

  • Solid knowledge and understanding of mortgage closing best practices

  • Solid knowledge and understanding of TRID closing regulations

  • Solid knowledge and understanding of customer service and intrapersonal best practices

Required Education and Experience:

  • High School diploma or equivalency degree

  • 2+ years of mortgage closing experience in the last 2 years

  • Demonstrated experience with Encompass

  • Demonstrated experience with TRID closing regulations

  • Demonstrated experience with attention to detail, written and oral communication, multi-tasking, and working in a team atmosphere adhering to tight deadlines

  • Demonstrated experience producing accurate and detailed work on multiple projects under time pressure

  • Demonstrated experience with MS Office software products

  • Demonstrated experience with high volume data entry

Physical Environment:

  • This position is primarily an in office or work remote position

  • Normal office environment

  • This position involves extended periods of time sitting at a computer in a desk


Portal Location: Pomona, California

External Company Name: Fairway Independent Mortgage Corporation

External Company URL:

Street: 3191 W Temple Avenue