Branch Closing Disclosure Specialist
Careers with The Wood Group of Fairway
The Branch Closing Disclosure (CD) Specialist position verifies data and documentation provided by the branch and prepares the initial closing disclosure within 24-hours of file assignment. The CD Specialist is also responsible for gathering and reviewing some funding conditions and assisting with post-closing conditions. Communicates with branch and corporate employees and settlement agents in a timely, efficient, and courteous manner.
Start Your Application Back to All JobsEssential Job Functions
Works on all files within the “first in first out” (FIFO) order, as well as prioritizing “rush” files
Reviews and audits data entry in Encompass and provided documentation for errors based on information uploaded into the system (title fees, sales/purchase contract, invoices, HOI, CPL, wire instructions, taxes etc.) and makes corrections to ensure the data entered reflects accurate/compliant information and meets all state and federal regulations
Completes data input for Initial Closing Disclosure – verifying lender fees, title fees, and MRI
Sends prepared Initial Closing Disclosure draft via secure email first to the LO team and LP for review/approval and then to the borrower, closing agent, and real estate agents
Releases the Initial Closing Disclosure to the borrower via Encompass e-sign, US mail, and/or print to have executed in person. Sends to the title company for balancing.
Notifies the Branch, Settlement Agent and the corresponding Closer that the Initial Closing Disclosure has been sent to the borrower
Releases the file to the Closer for completion of the closing process
Provides wire support for Closers, including, but not limited to, VOEs and document updates
Understands and strives to meet or exceed all operational metrics
Non-essential Job Functions
Participates in 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 Experience
Solid knowledge and understanding of customer service and intrapersonal best practices
Required Education and Experience
High School diploma or equivalency degree
Demonstrated experience with attention to detail, written and oral communication, time management, 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 a work remote position
This position involves extended periods of time sitting at a computer in a desk
Travel Expectations
Local travel may be required for company or career-related meetings, programs, or events.
Reasonable Accommodations
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.