CD Specialist

Job Title: CD Specialist
Reports To: Funding Manager
Department: Direct Operations
Location: Irvine, CA

Position Summary

Our customer-centric team is changing the home lending game with fierce loyalty and a dedication to delivering an extraordinary home loan experience.  We empower our team members by engaging and immersing them in a fun, positive, and energetic atmosphere that places emphasis on the customer experience above all else.  If you love coming to work every day and winning, hold yourself to high goals and standards, subscribe to a no drama workplace and live to serve your customers as much as each other…we want you on our team.


Mission Loans is seeking experienced mortgage professionals who thrive in a fast-paced environment without losing focus on quality of work and delivering an exceptional customer experience.  As a CD Specialist, your primary mission is to ensure initial closing disclosures are sent according to specifications as well as support the disclosure desk in sending redisclosures that meet TRID regulations; ultimately delivering a best-in-class customer experience.

Primary Duties & Responsibilities

  • Must be able to process 24+ disclosure/redisclosure packages per day
  • Work within posted daily turn times consistently
  • Strong communication skills to support clear direction for internal and external clients
  • Accuracy: must be detail-oriented to maintain accuracy
  • Strong sense of urgency and initiative to get things done; Multi-task and flexible
  • Prepare and deliver initial disclosure packages within all disclosure compliance state and federal regulations
  • Prepare and deliver all re-disclosure loan estimates and initial closing disclosures within TRID regulations

Skills & Abilities

  • Subscribe to a no drama workplace
  • Subscribe to the mission of creating a truly customer and team member centric environment
  • Love to come into work every day and win
  • Highly motivated, self-starter with ability to work independently under minimal supervision, and as a team player
  • Clear, effective interpersonal skills, written and verbal communication skills
  • Ability to work in a fast-paced, multi-tasking environment and manage to multiple deadlines
  • Strong problem solving and creative thinking skills
  • Ability to learn and adapt to guideline changes
  • Strong organization, follow through and time management skills
  • Excellent attention to detail with commitment to accuracy and quality
  • Dependable, responsible and able to use good judgement

Qualifications & Experience

  • 1+ years mortgage experience in high volume mortgage setting
  • Extensive knowledge with TRID guidelines
  • Thorough understanding of disclosure compliance
  • Basic proficiency in Microsoft Office products (Excel, Word, PowerPoint, etc.)
  • Experience with Empower or Byte, a plus
  • Bilingual (read, write, speak) in Spanish, a plus

Other Duties: This position profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may be asked to perform additional related duties, as assigned, in order to meet the needs of the organization.

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