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

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: TYPE OF WORK

Full Time

: SALARY

19,700.00 - 28,600.00

: HOURS PER WEEK

40

: DATE UPDATED

Aug 14, 2026

JOB OVERVIEW

OB 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:

----------

Please take a screenshot of your Speedtest result.

How to Apply (READ CAREFULLY)

IMPORTANT

Apply only through the OnlineJobs.ph application button.

Do NOT send your application via email, direct message, WhatsApp, Facebook, Telegram, or any other platform. Applications submitted outside of OnlineJobs.ph will not be reviewed.

To Apply

Submit your application through OnlineJobs.ph and include the following information in your application:

1. Resume Link

Google Drive, Dropbox, or OnlineJobs.ph resume link
Ensure the link is set to "Anyone with the link can view"

2. Screenshot of your Speed test result

3. Computer Specifications
RAM
Processor / CPU Model

4. Expected Monthly Salary

5. Soonest Availability

Application Requirement

To confirm that you carefully read this job post, please include the following sentence at the very beginning of your application:

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

Important Notes

Applications must be submitted through the OnlineJobs.ph application system only.

Do not send applications to any company email address.

Applications that fail to follow the instructions above may not be considered.

We typically review applications submitted within the first 48 hours.

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

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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