Trid Jobs (NOW HIRING)

Now Hiring: Mortgage Disclosure Specialist (TRID Specialist)

As the Mortgage Disclosure Specialist (TRID Specialist), you'll bring energy, precision, and purpose to every file you touch. You'll guide borrowers through a smooth, compliant, and timely closing experience-preparing disclosures, managing CDs, coordinating closing packages, and supporting funding. Your work keeps our lending pipeline moving and our mission-driven customers delighted.

What You'll Contribute in This Role:

Mastery of Disclosures & TRID Compliance

• Prepare accurate initial disclosures.
• Complete all Change of Circumstances (COCs).
• Generate compliant closing disclosures.
• Track regulatory timelines with precision.
• Communicate requirements proactively.
• Maintain full documentation accuracy.
• Resolve disclosure-related issues quickly.

Closing Package & Funding Coordination

• Assemble complete, errorfree closing packages.
• Partner with title, settlement, and internal teams.
• Review final figures and conditions.
• Prepare files for seamless funding.
• Ensure timely delivery of documents.
• Support borrowers throughout closing.
• Troubleshoot lastminute closing needs.

Pipeline Workflow & Team Collaboration

• Work closely with fellow Closing Coordinator.
• Manage daily pipeline tasks efficiently.
• Split loan types and workloads effectively.
• Leverage Mortgage Bot & ImageFlow systems.
• Communicate loan status updates clearly.
• Support process improvements.

                Champion Our Mission, Protect What Matters

• Embody a commitment to environmental, social, and economic justice.
• Apply curiosity and interest in our core values and pursue education related to sustainability practices.
• Demonstrate an understanding of established Bank policies, procedures, and regulations.
• Question suspicious activity and stay in close collaboration with our Compliance department.
• Stay informed on legal context and regulatory requirements.

What You'll Leverage in this Role:

Education and Experience

• 3+ years of residential closing experience.
• Strong knowledge of TRID specialization.
• Initial disclosure experience a strong plus.
• Familiarity with MortgageBot and Imageflow preferred.

Entrepreneurial Self-Starter Mentality - You take charge of your work product and take pride in delivering consistently great and measurable results. You solve problems efficiently, seek operational efficiencies and are an analytical thinker with a strong focus on data-driven decision making. A high-pace and high-expectation environment excites you and you can't wait to push yourself to new professional heights in a company that rewards high performance.

Master Communicator - Whether it's in-person, on camera, phone, or chat - you communicate with confidence, precision, and professionalism. You listen deeply and respond thoughtfully and are able to engage efficiently and tactfully with stakeholders at all levels of the organization. Additionally, you masterfully build relationships and develop business with strong influencing and decision-making skills.

Banking & Fintech Acumen- You are highly educated in financial products and services, applicable regulations and laws. You also possess strong overall business acumen and the ability to interpret financial reports and legal documents. Strong knowledge of unique industries and markets in conjunction with a broad knowledge of business banking products and services is required.

Tech-Forward and Analytical Thinking - You learn new tools quickly, are excited by innovation and leverage technology to optimize your work product and streamline your creative process.

Commitment to Being a Team Player - You lift others up, share ideas, and bring positive energy to everything you do. You know what it takes to operate as a part of a larger team and cherish opportunities to contribute to the big picture. You're dependable, communicate clearly and always happy to lend a hand where needed.

What to Expect in Your Work Environment:

• Remote role within the United States; Eastern Standard Hours.
• Occasional U.S. travel for company events or leadership sessions.
• Sustained standing and sitting.
• Frequent communication (speaking and listening) and use of PC, including typing or sustained attention to monitor.
• Occasional lifting up to 20 lbs.