Mortgage Loan Boarding Specialist

Accountabilities:

• • Review mortgage loan documentation and source data for accuracy, completeness, consistency, and readiness for boarding.
  • Set up newly originated and transferred mortgage loans in the servicing platform according to internal policies, investor requirements, and applicable procedures.
  • Verify critical loan information, including terms, interest rates, payment details, borrower information, escrow arrangements, investor requirements, and product classifications.
  • Compare boarded information against source documentation, identify discrepancies or exceptions, research root causes, and drive issues through resolution.
  • Work collaboratively with mortgage origination, closing, accounting, and servicing teams to resolve boarding and data-quality issues.
  • Support post-boarding quality-control activities and maintain accurate, reliable servicing data.
  • Handle HELOC loan boarding and validation while applying an understanding of applicable product requirements.
  • Support compliance with relevant regulations, investor guidelines, and internal policies and procedures.
  • Maintain clear and organized records of completed work, investigations, and resolutions.
  • Contribute to process improvements and perform other related duties as required.

  Requirements:

  • At least 1 year of experience in the mortgage industry or a related lending environment, such as consumer or commercial lending.
  • Demonstrated experience boarding mortgage and/or HELOC loans into a mortgage servicing platform.
  • Strong understanding of mortgage servicing data structures, loan boarding workflows, and relationships between servicing-system fields.
  • Experience analyzing loan and servicing data, identifying discrepancies and exceptions, researching root causes, and following issues through resolution.
  • High school diploma or GED required; a bachelor’s degree is preferred.
  • Experience with the ICE MSP servicing platform is preferred.
  • Experience mapping loan data between servicing systems during conversions or portfolio acquisitions is a plus.
  • Familiarity with data layouts, file specifications, and mapping documentation is beneficial.
  • Knowledge of conventional and government-backed mortgage products, including FHA, VA, and USDA loans, is preferred.
  • Strong organizational and time-management skills, with excellent attention to detail and accuracy.
  • Effective written and verbal communication skills and the ability to collaborate successfully across teams.
  • A member-focused mindset and commitment to delivering high-quality service.

  Benefits:

  • Full-time, fully remote position within the United States.
  • Opportunity to contribute to accurate, efficient mortgage servicing operations.
  • Collaborative, team-oriented working environment.
  • Focus on service excellence and member experience.
  • Equal employment opportunity and protections for veterans and individuals with disabilities.
  • Reasonable accommodations available throughout the application process.