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.


  • 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


  • 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

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