Mortgage Loan Boarding Specialist

Role Description

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. This role plays a critical part in providing a smooth experience for our members by making sure loan information is complete, accurate, and ready for ongoing servicing. Attention to detail, teamwork, and a commitment to service excellence are essential.

• 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
  • Payment information
  • Member/borrower information
  • Escrow setup for taxes and insurance
  • Investor and product type
• Compares boarded loan data to source documents and resolves 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.

Qualifications

• Minimum 1 year of mortgage industry or related experience (such as consumer or commercial lending). Required
• Familiarity with Home Equity Line of Credit (HELOC) products. Required
• Basic understanding of mortgage loan documents and servicing processes. Required
• Experience working with computer system(s) for mortgage lending and reporting systems. Preferred
• Experience in mortgage servicing, loan boarding, post-closing, or mortgage operations. Preferred
• Experience with mortgage servicing systems. Preferred
• Familiarity with conventional and government loan products (FHA, VA, USDA), a plus.
• Experience with ICE MSP platform, a plus.

Education

• High School Diploma or GED Required
• Associates Degree Preferred

Other Skills Required

• Strong attention to detail and commitment to accuracy.
• Ability to analyze information, identify discrepancies, and follow through to resolution.
• Proficiency with Microsoft Office applications, especially Excel.