Loan Boarding / Service Release SME

General Duties And Responsibilities

• Work on California PST scheduled hours.
• Handle and manage the servicing release of loans, sending goodbye letters, reviewing outages, and balancing each transfer.
• Review all requests for boarding & funding for approval, completeness & accuracy.
• Enter critical data and information for reporting purposes gleaned and/or translated from the Credit Approval Document, Loan Documentation Checklist, or other documents which supports governmental, regulatory, GL and management reporting.
• Set up all entities, including borrowers, co-borrowers, and guarantors in the mortgage servicing system.
• Ensure CIS records have been established prior to funding the loan.
• Determine causes of rejected items and process corrections.
• Balances work and prepare appropriate GL entries to various cost centers as required.
• Requires strong Excel knowledge intermediate expertise to perform regular Hlookup, Vlookup, and any other organizational boarding file prep.
• Appending and managing large volumes of data from multiple sources via Excel or other loan boarding- / service release-related systems.
• Show strong project management skills and organizational skills managing large volumes of servicing transfers in a short period of time.