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.

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Essential 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.