Loan Boarding Specialist

The Loan Boarding Specialist is responsible for accurately onboarding newly originated acquired or transferred mortgage loans into the servicing system. This role ensures that loan data is correctly imported verified and reconciled with supporting documentation ensuring compliance with investor regulatory and internal guidelines.

• Accurately board new mortgage loans into the servicing platform (e.g. MSP LoanServ or other systems).
• Review and validate data from closing documents such as promissory notes mortgage/deed of trust escrow instructions and loan applications.
  
• Perform quality control checks to ensure completeness accuracy and compliance with investor guidelines (e.g. Fannie Mae Freddie Mac FHA VA).
  
• Coordinate with internal teams including Loan Origination Investor Reporting Compliance and Escrow to resolve data discrepancies.
  
• Maintain accurate and timely documentation of loan boarding processes and exceptions.
  
• Load and verify escrow accounts tax and insurance information and payment schedules.
  
• Reconcile loan data against transfer or acquisition reports.
  
• Support audits and regulatory reviews by providing documentation and system data.
  
• Identify and escalate system or data anomalies to management for resolution.

Must-Have Qualifications:
High School diploma or equivalent required.
Associates or Bachelors degree in Finance Business or related field preferred.
13 years of experience in mortgage servicing loan boarding or loan operations.
Experience with servicing systems (e.g. Black Knight MSP LoanServ) preferred.
Strong attention to detail and organizational skills.
Ability to interpret loan documentation and investor requirements.
Proficient in Microsoft Excel and data entry.
Effective written and verbal communication skills.
Ability to work in a fast-paced deadline-driven environment.

Nice To Have Qualifications:

Familiarity with RESPA TILA and CFPB mortgage servicing rules.
Knowledge of investor guidelines (FNMA FHLMC GNMA).
Experience with bulk loan acquisitions or servicing transfers.

Ready to join thousands of talented team members who are making the dream of home ownership possible for more Americans Its all happening on UWMs campus where our award-winning workplace packs plenty of perks and amenities that keep the atmosphere buzzing with energy and excitement.

Its no wonder that out of our six pillars People Are Our Greatest Asset is number one. Its at the very heart of how we treat each other our clients and our community. Whether its providing elite client service or continuously striving to improve our pillars provide a pathway to a more successful personal and professional life.

From the team member that holds a door open to the one that helps guide your career youll feel the encouragement and support on day one. No matter your race creed gender age sexual orientation and ethnicity youll be welcomed here. Accepted here. And empowered to Be You Here.

More reasons youll love working here include:

• Paid Time Off (PTO) after just 30 days
• Additional parental and maternity leave benefits after 12 months
• Adoption reimbursement program
• Paid volunteer hours
• Paid training and career development
• Medical dental vision and life insurance
• 401k with employer match
• Mortgage discount and area business discounts
• Free membership to our large state-of-the-art fitness center including exercise classes such as yoga and Zumba various sports leagues and a full-size basketball court
• Wellness area including an in-house primary-care physicians office full-time massage therapist and hair salon
• Gourmet cafeteria featuring homemade breakfast and lunch
• Convenience store featuring healthy grab-and-go snacks
• In-house Starbucks and Dunkin
• Indoor/outdoor café with Wi-Fi