Mortgage Servicing: Loan Boarding Specialist

Mortgage Servicing:
Loan Boarding Specialist

The Specialist is responsible for ensuring recently closed loans are accurately set up in the servicing system of record, MSP, handling data entry, data validation against loan closing documentation, and resolving discrepancies with other teams and partner Credit Unions, when necessary. Helping ensure department standards for loan boarding, within three business days of receipt, are consistently achieved.

• Review and validate data mapping from multiple loan origination applications match final loan documents and are properly recorded in the system of record, ICE MSP.
• Collaborate internally or with partner credit unions to quickly resolve data discrepancies, when identified.
• Timely generation and issuance of new loan welcome packages and updating of loan records within the servicing system.
• Reviewing and processing closing documents retained for future Servicing activities.
• Immediate updating of system and investor records when loans are sold into the Secondary Market.
• Working closely with Loan Accounting to ensure ongoing reconciliation of loans in process and loans held for sale accounts.
• Collaborate closely with partner Credit Unions to provide status updates and requested reporting.
• Continuously seeking process improvement, including streamlining and automating of manual processes.
• Other duties or projects upon request and cross‑training within department.

• Prior MSP, Encompass, and/or Empower experience, a plus.
• Problem solving – working with Originations or Closing teams to fix data errors or the identification of missing loan information.
• Initiative‑taker with ability to work independently and manage time effectively.
• Effective communication skills.

• 2–3 years of Mortgage Servicing or Processing experience.
• Proficiency in MS Office (Excel and Word).

In‑office with the possibility of hybrid remote.

• Competitive salary.
• Comprehensive benefits package including medical, dental, life, and disability coverage.
• 401(k) with employer match.
• Business‑casual environment with growth and advancement opportunities.