Mortgage Loan Boarding Specialist

This is a full-time, remote position based in the United States.

About the role

You’ll play a key role in ensuring newly originated and transferred mortgage loans are accurately established within the servicing environment. This position combines detailed document review, system data entry, quality control, and issue resolution. You’ll work closely with mortgage origination, closing, accounting, and servicing teams to resolve discrepancies and maintain accurate records. The role also supports HELOC boarding, regulatory compliance, investor requirements, and servicing quality standards.

Responsibilities

• Review mortgage loan documentation and source data for accuracy, completeness, consistency, and readiness for boarding.
• Set up newly originated and transferred mortgage loans in the servicing platform according to internal policies, investor requirements, and applicable procedures.
• Verify critical loan information, including terms, interest rates, payment details, borrower information, escrow arrangements, investor requirements, and product classifications.
• Compare boarded information against source documentation, identify discrepancies or exceptions, research root causes, and drive issues through resolution.
• Work collaboratively with mortgage origination, closing, accounting, and servicing teams to resolve boarding and data-quality issues.
• Support post-boarding quality-control activities and maintain accurate, reliable servicing data.
• Handle HELOC loan boarding and validation while applying an understanding of applicable product requirements.
• Support compliance with relevant regulations, investor guidelines, and internal policies and procedures.
• Maintain clear and organized records of completed work, investigations, and resolutions.
• Contribute to process improvements and perform other related duties as required.

Requirements

• At least 1 year of experience in the mortgage industry or a related lending environment, such as consumer or commercial lending.
• Demonstrated experience boarding mortgage and/or HELOC loans into a mortgage servicing platform.
• Strong understanding of mortgage servicing data structures, loan boarding workflows, and relationships between servicing-system fields.
• Experience analyzing loan and servicing data, identifying discrepancies and exceptions, researching root causes, and following issues through resolution.
• High school diploma or GED required; a bachelor’s degree is preferred.
• Experience with the ICE MSP servicing platform is preferred.
• Experience mapping loan data between servicing systems during conversions or portfolio acquisitions is a plus.
• Familiarity with data layouts, file specifications, and mapping documentation is beneficial.
• Knowledge of conventional and government-backed mortgage products, including FHA, VA, and USDA loans, is preferred.
• Strong organizational and time-management skills, with excellent attention to detail and accuracy.
• Effective written and verbal communication skills and the ability to collaborate successfully across teams.
• A member-focused mindset and commitment to delivering high-quality service.

Benefits

• Full-time, fully remote position within the United States.
• Opportunity to contribute to accurate, efficient mortgage servicing operations.
• Collaborative, team-oriented working environment.
• Focus on service excellence and member experience.
• Equal employment opportunity and protections for veterans and individuals with disabilities.
• Reasonable accommodations available throughout the application process.