Job Description

Lendz Financial offers a full-service direct wholesale residential mortgage lending platform, focused on helping mortgage brokers grow their loan origination volume with simplified processes and intuitive, tech-based solutions. We emphasize a modern, customer-centric approach, offering competitive rates, a diverse range of products, and rapid turnaround times. Committed to delivering a world-class experience for our broker partners, we streamline the lending process to ensure a smooth journey from application to closing. Our core values—Thrive Together, Act Like an Owner, and Exceed Expectations—cultivate a collaborative, high-performance culture that drives our pursuit to become the undeniable leader in mortgage lending. Lendz is proud to be certified as a Great Place to Work!

Job Summary:

Lendz Financial is seeking a Disclosure Specialist to support our rapidly growing business. This individual will be responsible for the following: to close first mortgage loans in accordance with applicable federal/state laws as well as Client’s policies and procedures. Prepare mortgage packages for delivery to settlement companies for purposes of closing on non-QM loans. To coordinate the closing and funding of assigned loan packages.

Responsibilities

  • Review and analyze loan files to ensure completeness and accuracy of all required documents.
  • Prepare closing documents, including the HUD-1 Settlement Statement, mortgage note, and mortgage security instrument.
  • Coordinate with all parties involved in the loan transaction, including borrowers, lenders, attorneys, and title companies, to ensure a smooth closing process.
  • Ensure that all closing conditions are satisfied before releasing funds for the loan.
  • Work with title companies to ensure that all title issues are resolved before closing.
  • Verify that all loan terms and conditions are in compliance with federal and state laws and regulations.
  • Coordinate with loan processors and underwriters to resolve any issues that may arise during the loan closing process.
  • Maintain accurate records and documentation of all loan transactions.
  • Provide excellent customer service to all parties involved in the loan transaction.
  • Ensure that all loan documentation is properly filed and stored in accordance with regulatory requirements.
  • Stay up-to-date on industry regulations and changes that may affect the mortgage closing and disclosing process.

Qualifications:

  • Excellent organizational skills and attention to detail
  • Strong verbal and written communication skills
  • Proven time management skills with the ability to meet deadlines
  • Proactive, independent, and able to take initiative
  • Excellent customer service skills
  • Ability to adapt to fluctuating workflows and manage multiple tasks
  • High School Diploma or GED
  • Previous experience in an admin/clerical role
  • Experience in closing mortgages
  • Working knowledge of mortgage lending requirements, regulations, and loan procedures
  • Experience working in a high-volume, fast-paced environment