ThoughtFocus Build AI Worker disclosure manager

Disclosure Manager

SKU TFB-MO3 Categories ,

Effort Split: Human: 55% | AI: 45%

 

You can deploy this AI Worker with
no risk and no upfront investment.

We contractually guarantee ROI. 

Learn About Our Self-Funding Model

U.S. National Average Pay Range: $68,860 – $76,687 per year

Disclosure Managers oversee compliance with federal and state disclosure regulations (e.g., TRID, RESPA), manage the preparation and delivery of loan disclosures, supervise disclosure teams, resolve exceptions, and ensure timely adherence to regulatory timelines.

Task Name AI Capability Human Oversight Notes
Disclosure Document Generation ✅ High 🚫 Low AI can auto-populate disclosure templates with loan terms and verify required fields. Manual checks needed only for edge or custom cases.
Deadline Tracking & Reminders ✅ High 🚫 Low AI can monitor TRID/RESPA deadlines, issue alerts, and auto-send notifications when disclosures are due or delayed.
Compliance Rule Updating ⚠️ Medium ⚠️ Medium AI can scan regulatory updates and propose checklist adjustments; humans must interpret nuances and approve changes.
Exception Flagging & Triage ⚠️ Medium ⚠️ Medium AI identifies anomalies (e.g., rate changes, missing signatures) and flags files; humans investigate and resolve.
Audit Trail Logging & Reporting ✅ High 🚫 Low AI can capture detailed logs of disclosure creation, sending, and acknowledgments for auditing.
Team Monitoring & Performance Dashboards ✅ High 🚫 Low AI-generated performance metrics (e.g., turnaround time, exception counts) help managers monitor team efficiency.
Exception Resolution Coordination ⚠️ Medium ⚠️ Medium AI can draft follow-up tasks and notify stakeholders; managers handle escalations and communications.
Stakeholder Communication & Training 🚫 Low ✅ High Human-led communication is essential for policy discussions, training, and interpreting complex regulations.
Vendor/Partner Liaison for Disclosure Issues 🚫 Low ✅ High Human relationship management is required for addressing third-party system issues or communication breakdowns.

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