TPO Loan Setup & Disclosure Specialist at Acrisure Mortgage LLC

Orlando, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

04 Aug, 26

Salary

0.0

Posted On

06 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Loan Setup, Disclosure Management, Compliance Review, Underwriting Submission, Pipeline Management, Written Communication, Verbal Communication, Time Management, Problem Solving, Critical Thinking, FHA Case Management, Flood Certification

Industry

Financial Services

Description

Acrisure Mortgage is seeking a detail-oriented TPO Loan Setup & Disclosure Specialist to join our FBC Mortgage TPO Division. This role is responsible for managing the front-end of the loan lifecycle, ensuring files are accurately set up, compliant, and ready for underwriting. The ideal candidate thrives in a fast-paced, high-volume environment and has experience supporting wholesale or broker channels. Position Overview The TPO Loan Setup & Disclosure Specialist is responsible for managing the initial setup and processing of loan files, ensuring all required documentation, verifications, and compliance steps are completed accurately and in a timely manner. This role plays a critical part in preparing loan files for underwriting and supporting the disclosure process. Essential Job Functions: File Opening & Processing * Monitor and manage assigned inbox throughout the day to ensure timely handling of incoming requests and notifications * Order Tax Return Verifications (TRVs) through the IRS * Order, transfer, and cancel FHA case numbers as needed * Order Social Security Number verifications * Manage flood certification processes: Send flood disclosures and certifications for properties located in flood zones & update and maintain accurate flood certification information * Review document upload notifications and forward CIC or disclosure-related items to the appropriate team Loan Maintenance & Pipeline Management * Cancel or withdraw loans as requested * Submit second lien loans to Symmetry * Actively monitor and manage several email queues Underwriting Submission * Review loan files to ensure all required documentation and data are complete * Prepare and submit loan files to the Underwriting team * Identify and address missing or incomplete information prior to submission Disclosure Desk Responsibilities * Review newly registered loans for compliance and eligibility * Ensure loans meet acceptance and regulatory standards prior to disclosure * Prepare and send initial disclosure packages to borrowers for signature Skills and Requirements * Must be available to work Pacific Time (PST) hours * Excellent written and verbal communication skills * Methodical about analyzing processes and systems to fully understand their functions * Ability to work independently and within a team with minimal supervision * Time management and responsiveness * Problem-solving and critical thinking for accuracy and compliance awareness Acrisure Mortgage is an Equal Employment Opportunity/Affirmative Action Employer and maintains a Drug-Free Workplace. Applicants must complete all interviews without the use of AI or automated tools.

Responsibilities

Manage the initial setup and processing of loan files, ensuring all documentation and compliance steps are completed. Prepare and submit loan files to the underwriting team and handle initial disclosure packages for borrowers.