Disclosures Lead

As the Disclosure Specialist on our team, your primary function is to prepare and send initial loan disclosures, re-disclosures and closing disclosures to applicants on a timely basis and to ensure that those disclosures are compliant with all major regulations including: TRID and ECOA. We’re looking to hire someone who is a service oriented individual with a posture of continuous learning and improvement. In this role, you'll act as a resource to the processing staff and mortgage advisor regarding compliance regulations and pipeline management. Your work will have a direct impact on the efficiency of our Mortgage Operations and Sales teams and quality of the customer experience we deliver. Sound like a fit to you? Read on, we’d love to meet you!

At Clara, our mission is to bring financial health and stability back into the borrower’s hands. We are a modern, technology-enabled mortgage lending platform with a team that brings together a unique mix of experiences from Silicon Valley, the mortgage industry, financial services, and the federal government.  Clara is based in downtown San Francisco and backed by top-tier venture capital and industry investors.

WHAT YOU'LL DO

  • Track Mortgage Applications and locks taken on a daily basis to ensure disclosures are sent to borrower within 3 days of application or change in circumstance
  • Act as a resource to the processing staff and mortgage advisor regarding compliance regulations and pipeline management
  • Provide exceptional customer service to sales partners throughout disclosure process
  • Coordinate with processing team to obtain information and fees necessary to guarantee accurate disclosures
  • Prepare and send disclosures within 2 hours of initial request
  • Assist teammates in auditing disclosures to ensure high level of accuracy

ABOUT YOU

  • 5-7+ yrs experience including experience with loan estimate and closing disclosure with strong organizational skills and attention to detail
  • Demonstrated strong knowledge of the mortgage industry
  • Must have superior written and verbal communication skills and a self-motivated individual
  • Ability to work cross-functionally and problem solve with excellent analytical skills
  • Can prioritize quickly and pivot when changes are needed/required
  • Knowledge of LQB or similar LOS preferred (Encompass)
  • Bonus: Prior processing or funding experience


Meet Some of Clara's Employees

Lihan C.

Finance & Analytics

Lihan employs various metrics to help quantify the financial performance of the company. Her analyses are instrumental in refining the customer experience that Clara provides.

Brian R.

Software Engineer

Brian builds technological architecture to optimize Clara’s workflow processes. His work supports internal company operations, allowing Sales and Mortgage Operations Teams to be more efficient with their time.


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