Boarding & Integration Specialist

Job Description

Job Description:BrightShore Mortgage is seeking a highly organized and solutions-driven Boarding & Integration Specialist to play a key role in bringing new loan portfolios onto our servicing platform. You'll work at the intersection of technology, data, and operations—ensuring loan information is accurate, complete, and ready for servicing while partnering with teams across the organization to deliver a seamless client onboarding experience. If you enjoy solving complex data challenges and improving processes through innovation and technology, we encourage you to apply. Position Summary The Boarding & Integration Specialist is responsible for ensuring the accurate, efficient, and controlled onboarding of loan portfolios into BrightShore's servicing platform while protecting the integrity of borrower, investor, and servicing data throughout the integration process. This role serves as a critical bridge between client delivery, data conversion, document imaging, servicing systems, and operational readiness, ensuring newly boarded loans are complete, balanced, validated, and fully operational. The Boarding & Integration Specialist coordinates all aspects of flow loan boarding and portfolio integration, including data mapping, boarding validation, escrow balancing, document verification, OCR extraction, image ingestion, and systematic reconciliation between electronic loan data and source documents. This position utilizes modern technology, AI-assisted OCR platforms, and analytical tools to validate data quality, identify discrepancies, investigate root causes, and implement improvements that reduce future exceptions while continuously strengthening the boarding process. Working closely with clients, Loan Administration, Escrow, Cashiering, Technology, Data Integration, Investor Reporting, and Servicing Operations, the Boarding & Integration Specialist performs extensive testing of servicing data, validates financial balances, confirms document accuracy, and ensures all operational requirements have been satisfied prior to production implementation. This role also supports ongoing client integrations, servicing transfers, system enhancements, and automation initiatives that improve operational scalability and data quality. Success in this role requires exceptional analytical ability, technical aptitude, and attention to detail, combined with a passion for solving complex data challenges. Through disciplined validation, thoughtful problem solving, and continuous process improvement, the Boarding & Integration Specialist helps ensure every boarding event establishes a strong operational foundation while reinforcing BrightShore's pillars of Leadership, Raving Fans, Transparency, High Performance, and Tenacity. Core Competencies:Demonstrates exceptional analytical skills with the ability to identify data inconsistencies, investigate root causes, and implement sustainable solutions that improve long-term data qualityMaintains a strong understanding of mortgage servicing data, loan boarding processes, document management, and system integration principlesDemonstrates excellent attention to detail while validating loan data, financial balances, OCR extraction results, document indexing, and servicing system accuracyUnderstands data mapping concepts and the relationships between servicing systems, source documentation, client delivery files, and investor reporting requirementsDemonstrates proficiency in analyzing large datasets using SQL, Microsoft Excel, reporting tools, and other analytical platforms to validate boarding accuracy and operational readinessLeverages artificial intelligence, OCR technologies, automation platforms, and modern analytical tools to improve boarding accuracy, increase efficiency, and reduce manual processingExhibits a strong understanding of escrow balancing, payment history validation, loan setup requirements, and financial reconciliation processes during servicing transfersDemonstrates sound problem-solving abilities by identifying process weaknesses, recommending improvements, and collaborating with Technology and Operations to implement lasting solutionsCommunicates technical findings clearly to operational users, clients, vendors, and leadership while translating complex data issues into understandable business languageDemonstrates curiosity and initiative by continuously seeking opportunities to improve boarding quality, automation, OCR performance, and servicing data integrityMaintains disciplined documentation practices including testing results, reconciliation findings, implementation notes, mapping documentation, and operational proceduresCollaborates effectively with Loan Administration, Cashiering, Escrow, Investor Reporting, Technology, Solutions Specialists, Client Experience, and servicing teams to ensure successful client implementationsMaintains awareness of operational risk by recognizing data anomalies, system inconsistencies, document exceptions, or integration failures before they impact production servicingDemonstrates adaptability while managing multiple client implementations, boarding projects, servicing transfers, and technology enhancements simultaneouslyDemonstrates an unwavering commitment to data integrity, recognizing that every boarding decision impacts borrowers, clients, investors, operational efficiency, and financial reportingUpholds BrightShore's pillars of Leadership, Raving Fans, Transparency, High Performance, and Tenacity by protecting the integrity of every loan entering the servicing platform through disciplined validation, continuous improvement, and operational excellence Supervisor Responsibilities (if applicable):N/A Duties/ResponsibilitiesCoordinate and execute all aspects of flow loan boarding and portfolio onboarding activities from initial data receipt through successful production implementationReview, validate, and reconcile incoming loan delivery files to ensure completeness, accuracy, and compliance with client specifications and boarding requirementsPerform detailed data mapping validation between client delivery files, servicing system fields, investor requirements, and source documentationExecute comprehensive pre-boarding, parallel, and post-boarding testing to validate data accuracy, system functionality, and operational readiness prior to production deploymentAnalyze large loan-level datasets to identify discrepancies, trends, conversion issues, data anomalies, and integration risks requiring correctionValidate boarded loan data against source loan documents, collateral records, investor information, payment histories, escrow balances, and servicing system recordsBalance escrow accounts, unapplied funds, principal balances, payment histories, fees, advances, and other financial information received during servicing transfers to ensure complete financial integrityPerform document-to-system validation to confirm information extracted from loan documents accurately matches servicing system dataOperate, configure, monitor, and validate OCR and intelligent document processing platforms used to extract servicing information from imaged loan documentsReview OCR extraction results, identify recognition errors, validate confidence scoring, correct data exceptions, and continuously improve extraction accuracyAnalyze OCR performance metrics, identify recurring recognition issues, and partner with Technology and vendors to improve automation performance and document processing accuracyValidate image ingestion processes, document indexing, file associations, and electronic document availability within BrightShore's imaging and servicing platformsInvestigate boarding exceptions, reconciliation variances, missing documents, conversion errors, and data inconsistencies while identifying root causes and implementing corrective actionsDevelop and maintain testing plans, validation procedures, reconciliation reports, implementation checklists, and quality assurance documentation supporting all boarding activitiesCollaborate with clients during implementation projects to review boarding requirements, clarify data specifications, resolve conversion questions, and support successful servicing transfersPartner with Loan Administration, Escrow, Cashiering, Investor Reporting, Default Operations, Compliance, Technology, and Solutions Specialists to ensure all operational and financial requirements have been satisfied before loans are placed into productionSupport user acceptance testing (UAT), regression testing, servicing system enhancements, automation initiatives, OCR improvements, and technology implementations affecting boarding and data integration processesMonitor key performance indicators related to boarding quality, data accuracy, OCR performance, reconciliation results, implementation timelines, and operational readiness while recommending opportunities for improvementPerform detailed root cause analyses on recurring boarding issues and develop process improvements that reduce future defects, manual intervention, and operational riskRecommend enhancements to data mapping, system integrations, validation routines, automation workflows, OCR configurations, and quality control procedures that improve scalability and efficiencyMaintain detailed documentation supporting client implementations, testing results, reconciliation activities, system configurations, mapping specifications, and operational proceduresAssist with internal audits, investor reviews, regulatory examinations, operational risk assessments, and quality assurance initiatives by providing accurate documentation and supporting analysisProtect borrower, client, investor, and company information by following established security, confidentiality, and data governance requirementsServe as the operational owner of boarding quality by ensuring every newly integrated loan meets established standards for data accuracy, document completeness, financial integrity, and production readiness before being released to servicing operationsContinuously evaluate opportunities to increase straight-through processing by reducing manual touchpoints, improving automated validations, enhancing OCR accuracy, and strengthening system integrations through data-driven process improvementsStay current on emerging technologies related to OCR, artificial intelligence, document automation, data analytics, and mortgage servicing integrations to continuously improve operational capabilitiesPerform additional duties and special projects as assigned in support of BrightShore's client onboarding, servicing integration, technology, and operational excellence initiatives Education, Experience and /or SkillsAssociate's degree in Business Administration, Information Systems, Computer Science, Data Analytics, Finance, Accounting, Mortgage Banking, or a related field preferred; equivalent combination of education and relevant experience will be consideredMinimum of 2 years of experience in mortgage servicing, loan boarding, servicing transfers, loan administration, quality assurance, business analysis, data analysis, system implementation, or a related operational environment preferredStrong understanding of mortgage servicing concepts, loan boarding processes, servicing transfers, escrow accounting, payment histories, and loan documentation preferredExperience working with mortgage servicing platforms such as FICS Mortgage Servicer, MSP, or comparable servicing systems preferredExperience performing data validation, reconciliation, quality assurance testing, system testing, or implementation support preferredDemonstrated ability to analyze large datasets, identify discrepancies, determine root causes, and implement corrective actions that improve long-term operational performanceStrong understanding of data mapping, field validation, file layouts, import/export processes, and system integrations preferredExperience working with OCR technologies, intelligent document processing, document imaging systems, or AI-assisted data extraction platforms preferredAdvanced Microsoft Excel skills, including formulas, pivot tables, lookups, filtering, reconciliation, and data analysis; experience with SQL, Power BI, Python, or other analytical tools is highly desirableAbility to read and interpret mortgage documents, loan data files, escrow analyses, payment histories, and servicing records with a high degree of accuracyExcellent analytical, organizational, and problem-solving skills with exceptional attention to detail and a commitment to data integrityStrong written and verbal communication skills with the ability to collaborate effectively across technical and operational teamsDemonstrated ability to manage multiple implementation projects, testing initiatives, and competing priorities while meeting deadlinesAbility to work independently while exercising sound judgment in identifying risks, escalating issues, and recommending practical solutionsCommitment to continuous learning and maintaining knowledge of mortgage servicing, data integration technologies, automation, artificial intelligence, and industry best practicesDemonstrated intellectual curiosity with a passion for understanding how systems, data, documents, and operational processes work together, coupled with a desire to continuously improve efficiency, accuracy, and the borrower and client experienceDemonstrated commitment to BrightShore's pillars of Leadership, Raving Fans, Transparency, High Performance, and Tenacity through accountability, innovation, collaboration, and operational excellence Computer & Equipment SkillsAdvanced in Microsoft Office programs (Word, Excel, PowerPoint)Word processing (speed and accuracy)MSP or FICS’ Mortgage Servicer a plusEmailInternet softwareUse typical office equipment (computers, fax, phones, copiers, scanners, etc.) Physical Requirement:Vision (with or without correction) sufficient to read a computer screen and to operate office equipmentClear speaking voice on the telephone, in person, and recordedHearing within normal ranges in noise environments typical of officeAble to sit for long periods of time at computer or other work-station and in meetingsAble to use computers and operate equipmentAble to lift 10 pounds occasionally unassisted EEO Statement: As part of our dedication to the diversity of our workforce, BrightShore Mortgage is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of race, color, religion, national origin or ancestry, sex, gender, gender identity, gender expression, sexual orientation, age, physical or mental disability, medical condition, marital/domestic partner status, military and veteran status, genetic information or any other legally recognized protected basis under federal, state or local laws, regulations or ordinances.Company Description:Since 2020, we have been building toward a servicing model that creates value long

Company Description

Since 2020, we have been building toward a servicing model that creates value long after the loan closes.\r\rCompliance, transactions, and operational execution will always matter. But lasting success comes from stronger borrower relationships, better experiences, and meaningful engagement.\r\rBrightShore combines the discipline of a top-tier servicer with the innovation, transparency, and flexibility needed to support the future of mortgage servicing.