West Coast Disclosure Analyst - Remote

West Coast Disclosure Analyst- Remote

As a fully remote Disclosure Analyst, you will support the customer journey from application to funding, provide an overview of Knock’s products and programs, and assist with seeing customers through to a successful closing. This position is needed to support the Pacific or Mountain time.

• Assist the process by gathering required documentation to successfully submit the loan file for processing/underwriting and obtaining Initial Closing Disclosure signatures to meet on-time closings
• Successful and effective pipeline management consisting of 50-60 loan closings per month
• Complete Patriot Act based on customer ID
• Ensure minimum submission requirements and documents are met prior to submitting loans to processing
• Assist other team members with any borrower requests
• Understanding of TRID to compliantly issue initial disclosures and revised Loan Estimates within 24-48 hours of receiving loan
• Experience with condo approval requirements including requesting documents and reviewing documents to ensure all relevant questions are completed
• Excellent customer service is second nature, with a natural inclination to assist others
• A quick study and self-starter: taking initiative and learning quickly in a remote, tech-enabled environment is critical to success
• Collegially competitive: meet or exceed individual quotas and expected company metrics while also sharing what is and isn’t working with an understanding that a rising tide lifts all ships
• Responsive to internal stakeholders and external customer needs, leaving no email unresponded and no voicemail unreturned
• Comfortable working autonomously: able to follow guides, job aids, and scripts to complete tasks such as gathering loan documentation and disclosing loan files - you search for your answer before asking a question
• Promote a culture that puts People First, with an emphasis on best-in-class customer service from lead to closing
• Continually learn, grow, and expand your knowledge of the mortgage origination process
• Take on ad-hoc projects as they arise & always be willing to support your team where they need you

Qualifications - You’ll bring:

• 1+ years of experience in mortgage operations and/or processing
• Recent experience working in the Pacific or Mountain Time Zone
• Experience using Encompass, Blend and/or Google Suite required
• You are comfortable with change and working in a fast-paced, startup environment
• You are a team player and a fantastic communicator (written and verbal) - naturally inclined to deliver amazing