
1 - 10 employees
Founded 2009
💸 Finance
💳 Fintech
👥 B2C
Finance • Fintech • B2C
The McKnight Financial Group (tmfg) is a trusted and dynamic Independent Financial Adviser practice dedicated to serving the financial needs of businesses, individuals, and families. With over 50 years of collective experience, they offer a range of services including investment management, retirement planning, business advice, personal and family protection, and mortgage solutions. Their commitment to client service ensures that they provide bespoke solutions that cater to the unique financial circumstances of their clients.
🔥 5 minutes ago
🇵🇭 Philippines – Remote
💵 $28 - $31 / hour
⏰ Full Time
🟢 Junior
🟡 Mid-level
💝 Customer Support
🚫👨🎓 No degree required
Improve your chances of getting an interview by checking your resume score before you apply.

1 - 10 employees
Founded 2009
💸 Finance
💳 Fintech
👥 B2C
Finance • Fintech • B2C
The McKnight Financial Group (tmfg) is a trusted and dynamic Independent Financial Adviser practice dedicated to serving the financial needs of businesses, individuals, and families. With over 50 years of collective experience, they offer a range of services including investment management, retirement planning, business advice, personal and family protection, and mortgage solutions. Their commitment to client service ensures that they provide bespoke solutions that cater to the unique financial circumstances of their clients.
• Serve as the primary point of contact for disclosure-related inquiries and escalate issues to the Disclosure Desk Manager as needed • Audit files for completeness and accuracy to ensure compliance before sending initial disclosures and Loan Estimates • Prepare Loan Estimates (LE), confirm fees and pricing are accurate, and release to borrowers via e-Sign • Send disclosures in a timely manner and track outstanding disclosures via e-sign portal or paper fulfillment as appropriate • Identify odd or missing fee amounts prior to disclosure and contact originators to resolve missing data before release • Update the LOS to document that disclosures were generated and provided to the consumer • Review fee changes to determine compliance with TRID changed circumstance and tolerance requirements • Monitor Change of Circumstance (COC) requests and ensure re-disclosures and COC notices are issued within required timeframes • Prepare daily pipeline status reports for operations, compliance, and senior management as needed • Develop and maintain working knowledge of new or amended statutes and regulations relevant to mortgage lending • Maintain the confidentiality and privacy of all loan applicant information • Other duties as assigned
• 2–3 years of experience in mortgage operations required; retail mortgage lending environment preferred • High school diploma or GED required; comparable work experience considered • Experience with Encompass or a similar LOS preferred • Strong knowledge of compliance and regulatory requirements including TILA/TRID, RESPA, ECOA, HMDA, FCRA, FACTA, and ESIGN • Working knowledge of Change in Circumstance (COC) rules, including valid vs. invalid changed circumstance reasons and their application to disclosures • Experience with both conventional and government loan types required • Exceptional attention to detail, accuracy, and organizational skills • Ability to prioritize, multi-task, and thrive in a high-volume environment • Strong verbal and written communication skills with the ability to work cross-functionally with originators and operations teams
• PTO as needed • Comprehensive insurance coverage • 401(k) match • Stock option grants • Stock purchase plan
Apply Now🔥 3 hours ago
Disclosure Support Specialist at Envoy Mortgage overseeing compliance and accuracy of loan disclosures. Collaborating with teams to ensure timely and correct processing of documentation.
🔥 6 hours ago
Healthcare Customer Service Representative answering customer inquiries and resolving issues. Join a global team providing exceptional customer service and support.
🇵🇭 Philippines – Remote
💰 $1.5G Post-IPO Debt - TTEC on 2021-11
⏰ Full Time
🟢 Junior
💝 Customer Support
🚫👨🎓 No degree required
🔥 11 hours ago
Customer Service Representative at a bridal service business managing client workflows and customer service responsibilities. Engaging with clients through emails, calls, and CRM systems.
🇵🇭 Philippines – Remote
💵 ₱38k / month
💰 $2.1M Seed Round on 2022-03
⏰ Full Time
🟡 Mid-level
🟠 Senior
💝 Customer Support
🔥 20 hours ago
Customer Support Agent providing assistance to users at a B2B SaaS company. Delivering customer support via email, chat, and phone while ensuring service excellence.
🕒 Yesterday
Customer Service Representative providing support via phone, email, and text for Treantly. Ensuring positive customer experiences and troubleshooting issues effectively.