Mortgage Loan Boarding Specialist

Mortgage Loan Boarding Specialist

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place!

At Broadview Federal Credit Union, every loan represents more than a transactionit represents a member's goals, their home, and their future.

As a Mortgage Loan Boarding Specialist, you'll play a key role in bringing those loans to life behind the scenes. From boarding loans into our systems to ensuring funds are disbursed accurately, your work ensures a seamless transition from closing to servicing.

If you are detail-driven, organized, and take pride in getting things right, this is your opportunity to make a meaningful impact in a people-first, community-focused organization.

What You'll Do

In this role, you'll ensure loans are accurately set up, funded, and ready for servicingsetting the foundation for a positive member experience.

• Board and set up newly closed mortgage loans into the servicing system with accuracy and attention to detail
• Track loan pipelines and monitor receipt of closing documentation from settlement agents
• Review loan files to ensure completeness, accuracy, and alignment with closing documentation
• Identify and resolve missing or incorrect documentation by partnering with closing agents and internal teams
• Process loan disbursements, including posting transactions and distributing funds to appropriate parties
• Maintain tracking tools and reports to ensure all loans are accounted for and processed timely
• Post interest, escrow balances, and ensure all financial transactions are completed correctly
• Establish and track insurance (PMI, homeowner's, flood) and tax-related requirements
• Ensure loans are properly booked and meet all internal standards and regulatory requirements

What You Bring

• 1+ year of mortgage servicing, loan operations, or banking experience
• High School Diploma or General Equivalency Degree (GED)
• Strong attention to detail with the ability to manage multiple priorities in a fast-paced environment
• Ability to interpret and verify financial and legal loan documentation
• Effective communication skills when working across teams and with external partners
• Proficiency with Microsoft Office; experience with systems such as Encompass, DNA, or servicing platforms is a plus
• A proactive and solution-oriented mindset

What Sets You Apart

At Broadview, we hire for both skill and mindset.

• You take ownership and follow through
• You value accuracy and accountability
• You collaborate well with others to solve problems
• You are motivated to continuously improve processes and outcomes

Starting Compensation: $20.00 - $22.69/hr., plus a competitive benefits package

Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other status protected by applicable law.

Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at View email address on click.appcast.io

Broadview Federal Credit Union