Setup Specialist (Applicants must hold a Bachelor degree in Finance, Economics, Business, Accounting)

JOB OVERVIEW

Setup Specialist (Initial Disclosure Specialist)

Applicants must hold a Bachelor's degree in Finance, Economics, Business, Accounting, or a related field ONLY. Applicants without this degree requirement will not be considered.

We are looking for a highly detail-oriented Setup Specialist to join our mortgage operations team. Your main responsibility is to prepare and review initial mortgage disclosures to ensure accuracy, compliance, and timely delivery to borrowers. This is a great opportunity for someone who wants long-term stability, growth, and a work-from-home setup.

Job Responsibilities

Prepare and review initial mortgage disclosures with strict attention to accuracy and compliance.
Ensure disclosures are delivered on time and in accordance with federal and state regulations.
Coordinate with loan officers, processors, and internal teams to collect required information.
Stay updated on mortgage regulations and compliance requirements.
Identify, investigate, and resolve any discrepancies in disclosure documents.
Help improve internal policies, checklists, and workflows for the disclosure process.
Maintain well-organized and accurate documentation of disclosure activities.

Qualifications

Bachelor’s degree in Finance, Economics, Business, Accounting, or related field (required).
Excellent attention to detail with strong organizational skills.
Strong written and verbal communication skills.
Ability to work independently and collaborate in a fast-paced environment.
Proficient in Microsoft Office and comfortable learning new software.
Experience in US mortgage industry is a plus but not required.

Benefits

Competitive salary + performance incentives
Paid time off and holidays (after regularization)
Work-from-home setup
Long-term position with opportunities for promotion
Paid training and periodic salary reviews

Work Schedule

Full-time (40 hours/week)
Night shift / Rotational shift
Monday to Friday

Minimum Technical Requirements (IMPORTANT)

Applicants must meet the following minimum requirements:

1. Computer Requirements

At least 16GB RAM
Intel Core i5 4th Generation or newer (or equivalent AMD processor)
Reliable computer capable of handling mortgage systems and multiple documents

2. Internet Requirements

Stable internet connection
Minimum 100 Mbps download speed

Applicants must run a speed test at:

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Please take a screenshot of your Speedtest result.

How to Apply (READ CAREFULLY)

1. All applicants must submit their application via email sent directly through OnlineJobs.ph.
Applications sent outside of OnlineJobs.ph will not be considered.

2. Use this exact subject line format:

STAR - Setup Specialist| Full Name

Example:

STAR | Setup Specialist | Juan Dela Cruz

3. Your Email Must Include ALL of the Following

a. Resume link (Google Drive, Dropbox, or Online Jobs link)
Resume must be set to “Anyone with the link can view”

b. Screenshot of your Speed test result

c. Computer specifications
RAM
Processor / CPU model

e. Expected monthly salary

f. Soonest availability

>>>> Important

To confirm that you carefully read the job post, please include this line at the very beginning of your email message:

"I have read your job post from beginning to end."

Applications that fail to follow ALL instructions will be automatically rejected.

We typically review applications submitted within the first 48 hours.