CD Desk Analyst

🕒 July 8

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Rate

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 2000

💳 Fintech

💸 Finance

💰 Private equity on 2018-01

Fintech • Finance

Rate is a consumer-facing finance brand (likely a fintech) whose website CSS contains explicit credit-related variables and UI tokens. The available site stylesheet includes color variables named for credit tiers (credit-poor, credit-fair, credit-good, credit-excellent) and many design tokens for rates, marketing, and status indicators — indicating Rate offers digital experiences around credit scoring, rates, or other personal finance metrics. The styling and tokens suggest a polished web product focused on presenting financial/credit information to users rather than hardware or non-financial services.

📋 Description

• Analyze and prepare initial closing disclosures • Ensure closing disclosure is complete, and is appropriate for the type of loan and geographic location • Verify loan fees for accuracy to ensure compliance with the TRID (Truth in Lending Act – TILA) and Real Estate Settlement Procedures Act (RESPA) • Review accuracy of information in the Loan Origination Software, Encompass • Prepare changed circumstances and re-disclose as needed within the closing discourse timelines • Balance fees worksheet in Encompass • Research discrepancies on files during the disclosing process and discuss with VP (Mortgage Loan Originator) or other appropriate department(s) • Meet daily performance metrics as defined by management • Maintain prompt and professional communication to internal and external partners • Cross-train in other functions as needed • Complete regulatory and compliance training as required

🎯 Requirements

• Demonstrated computer skills in word processing, spreadsheet and electronic mail software • Strong aptitude for math • Strong time management and organizational skills in a dynamic, constantly changing environment • Attention to detail and quality focused

🏖️ Benefits

• 401(k) participation • vacation benefits • eligible for medical, dental, vision, and prescription drug benefits • flexible benefits (e.g., healthcare and/or dependent day care flexible spending accounts) • life insurance and death benefits • critical care insurance • personal accidental insurance • commuter benefits • pet insurance • certain time off and leave of absence benefits • well-being benefits (e.g., employee assistance program) • other supplemental benefits (e.g. legal planning assistance; identity theft protection; pet insurance; wellness resources)