Job Description
We are seeking a detail‑oriented Compliance Specialist to support mortgage compliance operations across regulatory requirements, reporting, and special projects. This role will focus on HMDA oversight, regulatory research, corrections, reporting, and field support. The ideal candidate understands the mortgage loan lifecycle, has hands‑on compliance experience, and is comfortable working with data, systems, and cross‑functional teams.
This position is best suited for someone earlier to mid‑career who is looking to grow within mortgage compliance and gain exposure to a broad range of regulatory and operational initiatives.
Key Responsibilities
Support day‑to‑day mortgage compliance activities, including various assignments related to corrections, reviews, and investigations
Serve as a point of contact for compliance‑related questions from the field via ticketing systems (Zendesk), accounting for approximately 60% of the role
Assist with HMDA data integrity, reporting, and ongoing monitoring to ensure accuracy and regulatory compliance
Research regulatory changes and assist in assessing business impact, reporting requirements, and system updates
Support compliance projects as assigned (approximately 40% of the role), including report creation and regulatory research
Prepare and analyze compliance‑related reports using Excel and internal mortgage systems
Assist with Reg Z advertising compliance reviews and ensure marketing materials align with regulatory requirements
Support state examinations and audits, including data gathering, documentation, and examiner requests
Collaborate across teams including operations, processing, underwriting, and compliance leadership
Work with systems such as Encompass and/or Empower to pull data and compliance reports
Support reporting and data pulls within NMLS as needed
This is a fully remote role - preference is PST or CST working hours.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Required Skills & Experience
Knowledge of TRID, SAFE Act, Reg B, Reg Z
Strong Excel experience - pivot tables, v look ups
3+ years of experience in mortgage industry
2+ years of experience in compliance within a mortgage company
Strong Excel skills, including: Pivot tables, VLOOKUPs, Chart creation, data analysis and reporting
Nice to Have Skills & Experience
Encompass experience
Experience with NMLS reporting or administration
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.