Johnson Financial Group · 6 hours ago
Mortgage Disclosure Specialist
Brookfield, WI
Full-time
Onsite
New Grad, Entry LevelJohnson Financial Group is seeking a Mortgage Disclosure Specialist who will be responsible for preparing, reviewing, and issuing accurate and compliant disclosure packages for mortgage loans. This role is critical in the loan origination process, ensuring borrowers receive timely disclosures and supporting compliance.
Financial ServicesInsuranceLocal Business
Responsibilities
Validate loan file is set up properly within the Loan Originating System according to the loan program and loan purpose
Prepare and deliver initial disclosure packages and redisclosure packages in accordance with investor and regulatory guidelines, and internal Service Level Agreements
Review fee changes and validate changes of circumstances reasons
Monitor loan pipelines to track and plan disclosures for loan files. Organize and prioritize workload to manage timely
Work closely with internal business partners to troubleshoot, research and resolve transaction concerns
Perform duties and responsibilities specific to department functions and activities, or as assigned by supervisor
Maintain current knowledge of lending products, systems, and processes
Quality Assurance - Maintain high accuracy in documentation and fund disbursements to ensure compliance and reduce risk
Process Improvement - Recommend improvements to streamline workflows, reduce errors, and enhance borrower and partner experience. Supports implementation of new procedures and practices introduced by Mortgage Leadership
Borrower & Partner Experience - Deliver elevated, solutions-oriented service to borrowers, builders, and loan officers. Function as a knowledgeable point of contact, providing status updates, guidance, and follow-through
Brand Growth - Uphold brand values by ensuring every interaction reflects the organization’s commitment to excellence, professionalism, and trust
Qualification
Required
High School Diploma or equivalent
Must be comfortable and able to work in a fast-paced environment
Gives and receives constructive feedback
Proficient computer skills, including Microsoft Office suite and Windows-based software
Preferred
Mortgage experience preferred
Exhibits a positive approach to work duties and seeks ways to find efficiencies, without sacrificing quality or process
Company
Johnson Financial Group
Johnson Financial Group is a provider of banking, wealth, and insurance products and services in Wisconsin and Arizona.
Founded in 1970
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Dominic Ceci
Chief Investment Officer
Jeff Pierce
EVP, President of Wealth
Recent News
BizTimes Milwaukee
2025-09-12
2025-09-02
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