Description

Job Reference #
329053BR

Business Divisions
Global Wealth Management

Your role
The Disclosure Specialist is accountable for managing and overseeing the residential mortgage disclosure process, ensuring compliance with all regulatory requirements and Firm policies. Your role involves preparing, reviewing, and delivering required disclosures to clients within specified timelines, working closely with other mortgage professionals and compliance teams. Provide guidance to management when errors or discrepancies are identified and advise when revisions are needed to any policies and procedures.
• ensure accurate, timely, and compliance of all loan disclosures including the Loan Estimate (LE), Change of Circumstance (COC), and Closing Disclosure (CD)
• assume responsibility for complex disclosures; identify and resolve discrepancies
• effectively manage a time sensitive pipeline, ability to prioritize and problem solve
• communicate with title companies to gather information for accurate fee disclosures
• review and validate change of circumstances
• respond to audit results and communicate in a positive and professional manner

Title
Mortgage Disclosure Specialist

City
Jacksonville

Job Type
Full Time

Country / State
United States - Florida

Function Category
Product Management and Development

Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.

We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Contact Details
UBS Business Solutions SA
UBS Recruiting

Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

Your team
You'll be working as part of the Mortgage Fulfillment team within the Banking Group of "Global Wealth Management Americas" (GWM). We provide mortgage fulfillment services assistance to Private Mortgage Bankers, enabling them to assist UBS AG Wealth Management clients with the financing of residential real property.

Your expertise
You have:
• a university degree or equivalent experience
• ideally 5+ years' experience as a mortgage disclosure or closing specialist
• a high degree of self-discipline to meet deadlines and work under pressure, experience working in a fast paced, high volume, customer focused environment
• a proven ability to meet individual as well as organization goals, achieve high client satisfaction scores and operate with minimal direction and oversight
• previous Encompass experience preferred

You are:
• an expert in state and federal mortgage/credit regulations like Reg B and Reg Z and Reg X (TILA/RESPA Integrated Disclosure)
• detail oriented and have sharp analytical ability to evaluate fees, especially when auditing documents and ensuring regulatory compliance.
• an outstanding communicator, verbal and written
• willing to work flexible schedules as needed

About us
UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

We have a presence in all major financial centers in more than 50 countries.

How we hire
We may request you to complete one or more assessments during the application process. Learn more



Requisition #: 329053BR

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