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.
Requirements
- 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.
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