Mortgage Loan Boarding Specialist (Remote)

Essential Functions and Responsibilities

• 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, and payment information, member/borrower information, Escrow setup for taxes and insurance and investor and product type.
• Compares boarded loan data to source documents and resolve discrepancies in a timely manner.
• Works collaboratively with mortgage origination, closing, accounting, and servicing teams to resolve issues.
• Aids in 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.

Experience

• 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).
• PREFERRED: Experience with ICE MSP platform.

Education

• High School Diploma or GED Required.
• Associates Degree Preferred.

Other Skills

• 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.