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Disclosure Desk Manager Jobs in Oregon (NOW HIRING)

In-home Sales Consultant

Clackamas, OR · On-site

$125K - $250K/yr

Operational and production support teams * CRM system (ServiceTitan) Your focus is selling and ... Prefer low-accountability or desk-based environments Qualifications: Required: * Valid driver ...

In-home Sales Consultant

Portland, OR · On-site

$125K - $250K/yr

Operational and production support teams * CRM system (ServiceTitan) Your focus is selling and ... Prefer low-accountability or desk-based environments Qualifications: Required: * Valid driver ...

Showing results 21-23

Disclosure Desk Manager information

What does a Disclosure Desk Manager do?

A Disclosure Desk Manager oversees the process of preparing, reviewing, and delivering required disclosures in mortgage or real estate transactions. They ensure compliance with federal and state regulations, such as the Truth in Lending Act (TILA) and the Real Estate Settlement Procedures Act (RESPA). The manager coordinates with loan officers, processors, and closing staff to guarantee all disclosures are accurate and sent to borrowers on time. Their role is crucial in maintaining transparency and avoiding legal or financial penalties for the organization.

What are the key skills and qualifications needed to thrive as a Disclosure Desk Manager, and why are they important?

To excel as a Disclosure Desk Manager, you need deep knowledge of mortgage disclosure regulations, compliance best practices, and strong analytical skills, typically backed by experience in mortgage operations or finance. Familiarity with loan origination systems (LOS), compliance software, and relevant certifications like Certified Regulatory Compliance Manager (CRCM) are often expected. Attention to detail, leadership, and effective communication enable you to manage teams and ensure timely, accurate disclosures. These skills are crucial for maintaining regulatory compliance, minimizing risk, and ensuring smooth loan processing within the mortgage industry.

What are some common challenges faced by a Disclosure Desk Manager and how can they be addressed?

Disclosure Desk Managers often navigate tight regulatory deadlines and must ensure accuracy in financial disclosures. One common challenge is coordinating with multiple departments to gather timely and precise information, which can be mitigated by establishing clear communication protocols and regular check-ins. Additionally, staying updated on evolving compliance requirements is critical and can be addressed through ongoing training and collaboration with legal and compliance teams. Effective use of disclosure management software also helps streamline workflows and reduce errors.

What is the difference between Disclosure Desk Manager vs Compliance Analyst?

AspectDisclosure Desk ManagerCompliance Analyst
CredentialsTypically requires a bachelor's degree in finance, law, or related field; certifications like CRCM or CAMS are commonUsually holds a bachelor's degree in finance, law, or business; certifications such as CCEP or CAMS are often preferred
Work EnvironmentFinancial institutions, legal firms, or corporate compliance departments; focus on managing disclosure processesFinancial services, banking, or corporate compliance teams; focus on monitoring and ensuring regulatory adherence
Employer & Industry UsageUsed in banking, finance, and legal sectors for managing disclosures and regulatory reportingCommon in finance, banking, and corporate sectors for compliance monitoring and risk assessment

The Disclosure Desk Manager primarily oversees the disclosure process, ensuring timely and accurate reporting, while the Compliance Analyst focuses on monitoring adherence to regulations. Both roles require similar credentials and work in related environments, but their core responsibilities differ in scope and focus.

What are popular job titles related to Disclosure Desk Manager jobs in Oregon?

For Disclosure Desk Manager jobs in Oregon, the most frequently searched job titles are:

What job categories do people searching Disclosure Desk Manager jobs in Oregon look for?

The top searched job categories for Disclosure Desk Manager jobs in Oregon are:

What cities in Oregon are hiring for Disclosure Desk Manager jobs?

Cities in Oregon with the most Disclosure Desk Manager job openings:

Float Admin Support Specialist

BestCare Treatment Services

Redmond, OR • On-site

Other

PTO

Posted 13 days ago


BestCare Treatment Services rating

5.5

Company rating: 5.5 out of 10

Based on 5 frontline employees who took The Breakroom Quiz


Job description

Based out of the Redmond, DOPT office, the Float Administrative Support Specialist role is designed to provide coverage and partnership to the administrative support teams for all of BestCare's Deschutes County offices: Redmond Outpatient, Redmond Residential, Bend Outpatient, AMC, and the Taylor Center as well as the future Redmond Detox location.
Individuals in this role will be cross trained to cover Administrative Support duties at the front desk in both outpatient and congregate care locations, covering phone queues, referral processing, eligibility verification, and OHP enrollment. The role will provide coverage for planned PTO and callouts, in order to ensure administrative operations, continue seamlessly across all sites.
Knowledge, Skills and Abilities

  • Strong proficiency in MS Office 365 (Word, Excel, Outlook), EHR system, MOTS, virtual meeting platforms, internet, and ability to learn new or updated software
  • Proficiency with report-writing techniques and strong understanding of basic accounting practices and recordkeeping
Skills and Abilities
  • Ability to understand and follow BestCare's recordkeeping and billing practices
  • Excellent interpersonal and customer service skills and ability to apply these skills to engage with clients, family members, or community resources
  • Ability to show compassion towards individuals with mental health and substance abuse disorders within a culturally diverse community
  • Excellent communication skills (oral and written) with an emphasis on grammar and punctuation;
  • Excellent organizational skills and attention to detail, accuracy, and follow-through
  • Strong time management skills with a proven ability to meet deadlines
  • Critical thinking skills
  • Ability to maintain strict confidence as required by HIPAA, 42 CFR, and Federal and State regulations
  • Ability to work effectively and respectfully in a diverse, multi-cultural environment
  • Ability to manage a multi-line phone professionally and efficiently, and take accurate phone messages to route timely to the appropriate person
  • Ability to work independently as well as participate as a positive, collaborative team member.
  • Ability to build and maintain trust and positive relationships with co-workers and other staff or community partners
  • Ability to function well and use good judgment in a high-paced and at times stressful environment
  • Ability to manage conflict resolution and anger/fear/hostility/violence of others appropriately and effectively
Primary Job Duties
Reception & Customer Service
  • Serves as the first point of contact for clients, family members, and others, providing a welcoming and professional demeanor and exceptional client care.
  • Answers a multi-line phone system efficiently and professionally; transfers calls and takes and delivers accurate messages in a timely manner.
  • Attends to client requests and resolves routine issues, referring complex matters to higher-level staff as appropriate.
Scheduling & Client Data Management
  • Accurately schedules client appointments in accordance with organization standards.
  • Creates client files; verifies the accuracy and completeness of all client data entry in the EHR/EMR database.
  • Scans client records into the EHR system and maintains accurate, complete, and confidential records at all times.
  • Creates, maintains, and enters information accurately into databases and the EHR system, without creating duplicate records.
Referral Management
  • Processes incoming referrals from internal and external parties: gathers required information, completes data entry into the EMR, makes timely initial contact with clients for scheduling, and closes the loop with the referring party.
  • Maintains the referral tracking system and coordinates referrals with psychiatric care and other outside specialists.
Payments & Fiscal Support
  • Collects payments, verifies insurance pay sources, and verifies client demographic information at regular intervals per organization standards.
  • Follows organization standards for all financial processes, including petty cash, weekly deposits, and client payments.
Consents, Documentation & Communication
  • Obtains client consent forms and releases of information and verifies that valid authorizations are in place before any disclosure of records.
  • Answers and composes professional emails daily in accordance with program practices.
  • Documents client outreach and incoming referrals in the EHR system.
Office, Facilities & Safety
  • Keeps the reception area and office clean, sanitized, and presentable.
  • Supports office-operations needs and serves as a point of contact for approved contracted vendors as assigned.
General
  • May drive on behalf of BestCare to run errands as assigned.
  • Conducts special projects and other related duties as assigned.
Requirements
Required Education and Experience
  • Associates degree or college-level business courses + 2 years of solid business/office experience or HSD (or equivalent) + 4years' solid business/office experience
Required Licenses and Certifications
  • Must maintain a valid Oregon Driver License or ability to obtain one upon hire and be insurable under the organization's auto liability coverage policy (minimum 21 years of age and with no Type A violations in the past 3 years, or three (3) or more Type B violations) and must have a reliable vehicle with adequate insurance to travel as needed.
Preferred Experience
  • Experience working with Epic EHR software
  • Experience in a healthcare setting is preferred
  • Experience with multi-line phone system is preferred

What BestCare Treatment Services employees say

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