Mortgage Loan Boarding Specialist (Remote)
Role: The Mortgage Loan Boarding Specialist supports the 7 Servicing mission by ensuring newly originated and transferred mortgage loans are accurately set up in the servicing system. This role plays a critical part in providing a smooth experience for our members by making sure loan information is complete, accurate, and ready for ongoing servicing. Attention to detail, teamwork, and a commitment to service excellence are essential. Essential Functions and Responsibilities:
- Reviews mortgage loan documents and data for accuracy, completeness, and consistency prior to boarding.
- Sets up newly originated and transferred mortgage loans on the servicing platform in accordance with credit union policies and investor requirements.
- Verifies key loan details including: Loan terms, interest rate, and payment information, member/borrower information, Escrow setup for taxes and insurance and investor and product type.
- Compares boarded loan data to source documents and resolve discrepancies in a timely manner.
- Works collaboratively with mortgage origination, closing, accounting, and servicing teams to resolve issues.
- Assists with post-boarding quality control reviews to ensure ongoing data integrity.
- Supports compliance with applicable regulations, investor guidelines, and internal procedures.
- Maintains clear and organized documentation of work performed.
- Performs other job-related duties as assigned.
Experience:
- Minimum 1 year of mortgage industry or related experience (such as consumer or commercial lending). Required
- Familiarity with Home Equity Line of Credit (HELOC) products. Required
- Basic understanding of mortgage loan documents and servicing processes. Required
- Experience working with computer system(s) for mortgage lending and reporting systems. Preferred
- Experience in mortgage servicing, loan boarding, post-closing, or mortgage operations. Preferred
- Experience with mortgage servicing systems. Preferred
- Familiarity with conventional and government loan products (FHA, VA, USDA), a plus.
- Experience with ICE MSP platform, a plus.
Education:
- High School Diploma or GED Required
- Associates Degree Preferred
Other Skills Required:
- Strong attention to detail and commitment to accuracy.
- Ability to analyze information, identify discrepancies, and follow through to resolution.
- Proficiency with Microsoft Office applications, especially Excel.
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