Transfer Specialist

We seek a highly organized and detail‑oriented Servicing Transfer Specialist to support the accurate and compliant transfer of mortgage loans between servicers. In this role, you will ensure a smooth borrower experience by managing timelines, reviewing documentation, resolving discrepancies, and coordinating communication across all stakeholders.

This position requires expertise in mortgage servicing, post‑closing, or loan administration, with a proactive approach to problem‑solving and maintaining regulatory compliance. As part of our clients commitment to operational excellence and exceptional borrower care, you will play a critical role in maintaining data integrity and ensuring that all servicing transfers are completed accurately and on time. We focus on customer‑centric service, integrity, and dependable operational execution, this role supports the company's mission to provide borrowers with a transparent, seamless mortgage experience from origination through servicing.

• Coordinate the transfer of mortgage loans to new servicers or subservice rs, ensuring alignment with internal procedures and investor requirements.
• Review and reconcile loan files, including payment histories, escrow balances, insurance information, and principal reductions before transfer.
• Prepare and distribute servicing transfer notifications to borrowers and internal teams.
• Maintain communication with borrowers, internal staff, investors, and new servicers to ensure timely and accurate transfers.
• Identify, escalate, and resolve discrepancies or errors in loan files, account data, or payments.
• Track and manage servicing transfer timelines to ensure deadlines are met.
• Document all transfer activities, communications, and borrower interactions for compliance and reporting.
• Provide training and support to internal teams on transfer processes and best practices.
• Partner with accounting, post‑closing, and servicing teams to ensure accurate movement of funds, including escrow balances and principal payments.

• Previous experience in mortgage servicing, post‑closing, loan administration, or related financial services.
• Knowledge of servicing transfers, escrow accounts, payoff procedures, and mortgage payment structures.
• Strong attention to detail and organizational skills.
• Excellent written and verbal communication skills.
• Ability to manage multiple transfers simultaneously and meet strict deadlines.
• Familiarity with federal/state mortgage regulations and investor guidelines (preferred).
• High school diploma required; associate or bachelor's degree in finance, business, or a related field preferred.