Mortgage Servicing Loan Boarding & Transfer Analyst
Citizens · Glen Allen, VA · 1 mo ago
FinanceFull-time
We need to output HTML fragment with sections: Use for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if posting has real specific content. We have description: Position Overview (we can treat as About the role). Responsibilities: many bullet points. Requirements/Qualifications: Preferred Qualifications and Core Competencies maybe. Skills: maybe list of skills. Benefits: Not mentioned. Pay: Not mentioned (they say recruiter will discuss accurate pay guidance, but not specific). So we should NOT include Pay or Benefits sections because no specific content. Schedule: they have Schedule: Monday to Friday, 8:00 AM – 5:00 PM, Hours per Week: 40. That's specific, so include Schedule section. Also location maybe not a heading; we can include in About the role paragraph.
We must not repeat job title as heading. No Job ID. Remove boilerplate like EEO, etc. Also remove "Why Work for Us" maybe not needed? It's not a required heading; but we could include as part of About the role? It's not a standard heading; but we could include as prose under About the role. However we should not invent sections. We can include a paragraph about Why Work for Us under About the role.
We need to preserve all substantive information. So include details from Position Overview, Responsibilities (list each bullet), Preferred Qualifications, Core Competencies, Work Details (location, schedule). Also maybe include "Why Work for Us" as prose.
We must use
for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if posting has real specific content. We have description: Position Overview (we can treat as About the role). Responsibilities: many bullet points. Requirements/Qualifications: Preferred Qualifications and Core Competencies maybe. Skills: maybe list of skills. Benefits: Not mentioned. Pay: Not mentioned (they say recruiter will discuss accurate pay guidance, but not specific). So we should NOT include Pay or Benefits sections because no specific content. Schedule: they have Schedule: Monday to Friday, 8:00 AM – 5:00 PM, Hours per Week: 40. That's specific, so include Schedule section. Also location maybe not a heading; we can include in About the role paragraph.
We must not repeat job title as heading. No Job ID. Remove boilerplate like EEO, etc. Also remove "Why Work for Us" maybe not needed? It's not a required heading; but we could include as part of About the role? It's not a standard heading; but we could include as prose under About the role. However we should not invent sections. We can include a paragraph about Why Work for Us under About the role.
We need to preserve all substantive information. So include details from Position Overview, Responsibilities (list each bullet), Preferred Qualifications, Core Competencies, Work Details (location, schedule). Also maybe include "Why Work for Us" as prose.
We must use - for any list of duties/requirements/benefits. So responsibilities list as ul. Preferred Qualifications maybe as ul. Core Competencies maybe as ul. Skills maybe as ul? But we have skills mentioned in Preferred Qualifications and Core Competencies; we could combine into Skills section? But we already have Responsibilities, Requirements, Qualifications, Skills headings. We need to decide which to use. The posting includes Preferred Qualifications and Core Competencies. Could map Preferred Qualifications to Qualifications section, Core Competencies to Skills section. Or we could have Requirements (maybe none) and Qualifications (Preferred Qualifications) and Skills (Core Competencies). Let's do that.
Thus sections:
- About the role (h3) containing Position Overview paragraph and maybe Why Work for Us paragraph.
- Responsibilities (h3) with ul of responsibilities.
- Qualifications (h3) with ul of Preferred Qualifications.
- Skills (h3) with ul of Core Competencies.
- Schedule (h3) with p containing schedule details.
We should not include Requirements if no specific content besides maybe none. We'll omit.
We must not include headings with filler text. Ensure we don't include empty sections.
Now craft HTML.
We need to preserve all substantive information: Let's extract details.
Position Overview: "The Business Systems Analyst (BSA) supports mortgage servicing operations by analyzing, implementing, and enhancing business processes, system functionality, and data integrations. This role partners with business stakeholders, technology teams, and vendors to support servicing transfers, loan boarding, data conversions, system enhancements, and regulatory compliance."
Why Work for Us: "At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth"
We can combine.
Responsibilities list: Need to capture each bullet from the posting.
Let's list them:
- Mortgage Servicing Transfers and Acquisitions
- Serve as an operational and technical resource for incoming and outgoing mortgage servicing transfers.
- Coordinate transfer activities with internal business partners, external servicers, vendors, and investors.
- Analyze servicing data files, data dictionaries, and loan-level information to ensure successful transfer and conversion activities.
- Develop and maintain project plans, milestone tracking, issue logs, and readiness reviews.
- Support due diligence, balancing, reconciliation, conversion validation, and post-transfer activities.
- Coordinate borrower communication requirements related to servicing transfers, including regulatory notices and welcome communications.
- Data Mapping and Conversion Management
- Analyze loan-level servicing data and map source fields to target servicing platform requirements.
- Conduct data mapping sessions with business stakeholders and vendors.
- Evaluate proposed mapping changes and document business requirements.
- Implement approved mapping updates in test and production environments.
- Validate conversion results and troubleshoot data discrepancies.
- Maintain supporting documentation for mapping changes, testing results, and production implementations.
- Loan Boarding and System Processing
- Oversee daily loan boarding activities.
- Validate data integrity and reconcile loan boarding files against source documentation.
- Monitor conversion reports and investigate exceptions, rejects, and system errors.
- Support boarding of newly originated and acquired loans into the servicing platform.
- Coordinate issue resolution with vendors and technical support teams.
- Business Analysis and Process Improvement
- Gather, analyze, document, and validate business requirements.
- Evaluate current workflows and identify opportunities to improve efficiency, controls, and automation.
- Develop business process documentation, procedures, job aids, and operational controls.
- Partner with stakeholders to implement process improvements and system enhancements.
- Support change management activities and production implementations.
- Testing and Quality Assurance
- Develop test plans, test scenarios, and expected results.
- Coordinate User Acceptance Testing (UAT), System Integration Testing (SIT), and conversion testing activities.
- Facilitate issue tracking, defect resolution, and testing sign-off processes.
- Validate production results following system changes, conversions, and enhancements.
- Ensure appropriate quality control reviews are completed and documented.
- Servicing System Administration and Support
- Support MSP mortgage servicing platform functionality and related ancillary applications.
- Execute mass updates and system maintenance activities using approved controls and procedures.
- Research and resolve production issues impacting servicing operations.
- Collaborate with technology teams and vendors on incident resolution and system enhancements.
- Support data requests, reporting requirements, and operational reviews.
- Risk, Compliance, and Controls
- Ensure activities comply with regulatory requirements, investor guidelines, and internal policies.
- Support risk assessments, audits, regulatory examinations, and control validation activities.
- Assist with remediation efforts, issue management, and control documentation.
- Maintain evidence and documentation supporting operational controls and quality reviews.
- Relationship Management
- Partner with Mortgage Servicing Operations, Default Operations, Customer Experience, Compliance, Risk, Legal, Accounting, Investor Reporting, and Technology teams.
- Coordinate activities with external vendors, boarding platforms, and servicing transfer partners.
- Present recommendations, project updates, and findings to stakeholders and management.
We need to ensure we capture all.
Now Preferred Qualifications list:
- Experience with mortgage servicing operations.
- Proficiency with ICE’s MSP Platform.
- Advanced Microsoft Excel skills.
- Strong analytical and problem-solving skills.
- Excellent verbal and written communication skills.
- Ability to manage multiple projects and priorities simultaneously.
- Servicing transfer or acquisition experience.
- Proficiency with ICE’s Loan Boarding Tool.
- Experience with data mapping, data conversion, and system integrations.
- Experience supporting regulatory, audit, and risk initiatives.
Core Competencies list:
- Planning & Organizational Skills
- Data Analysis
- Process Improvement
- Systems Thinking
- Communication and Collaboration
- Problem Solving
- Attention to Detail
Now Schedule: Monday to Friday, 8:00 AM – 5:00 PM, Hours per Week: 40. Also Location: Glen Allen, VA (A1: Hybrid Structured – 4 days in office, 1 days remote). We can include location in About the role paragraph or separate? Not a heading. We'll include in About the role paragraph.
Now produce HTML.
We must not include any markdown fences. Just raw HTML.
Let's craft:
About the role
The Business Systems Analyst (BSA) supports mortgage servicing operations by analyzing, implementing, and enhancing business processes, system functionality, and data integrations. This role partners with business stakeholders, technology teams, and vendors to support servicing transfers, loan boarding, data conversions, system enhancements, and regulatory compliance. Position located in Glen Allen, VA (A1: Hybrid Structured – 4 days in office, 1 day remote). At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.
Responsibilities
- Serve as an operational and technical resource for incoming and outgoing mortgage servicing transfers.
- Coordinate transfer activities with internal business partners, external servicers, vendors, and investors.
- Analyze servicing data files, data dictionaries, and loan-level information to ensure successful transfer and conversion activities.
- Develop and maintain project plans, milestone tracking, issue logs, and readiness reviews.
- Support due diligence, balancing, reconciliation, conversion validation, and post-transfer activities.
- Coordinate borrower communication requirements related to servicing transfers, including regulatory notices and welcome communications.
- Analyze loan-level servicing data and map source fields to target servicing platform requirements.
- Conduct data mapping sessions with business stakeholders and vendors.
- Evaluate proposed mapping changes and document business requirements.
- Implement approved mapping updates in test and production environments.
- Validate conversion results and troubleshoot data discrepancies.
- Maintain supporting documentation for mapping changes, testing results, and production implementations.
- Oversee daily loan boarding activities.
- Validate data integrity and reconcile loan boarding files against source documentation.
- Monitor conversion reports and investigate exceptions, rejects, and system errors.
- Support boarding of newly originated and acquired loans into the servicing platform.
- Coordinate issue resolution with vendors and technical support teams.
- Gather, analyze, document, and validate business requirements.
- Evaluate current workflows and identify opportunities to improve efficiency, controls, and automation.
- Develop business process documentation, procedures, job aids, and operational controls.
- Partner with stakeholders to implement process improvements and system enhancements.
- Support change management activities and production implementations.
- Develop test plans, test scenarios, and expected results.
- Coordinate User Acceptance Testing (UAT), System Integration Testing (SIT), and conversion testing activities.
- Facilitate issue tracking, defect resolution, and testing sign-off processes.
- Validate production results following system changes, conversions, and enhancements.
- Ensure appropriate quality control reviews are completed and documented.
- Support MSP mortgage servicing platform functionality and related ancillary applications.
- Execute mass updates and system maintenance activities using approved controls and procedures.
- Research and resolve production issues impacting servicing operations.
- Collaborate with technology teams and vendors on incident resolution and system enhancements.
- Support data requests, reporting requirements, and operational reviews.
- Ensure activities comply with regulatory requirements, investor guidelines, and internal policies.
- Support risk assessments, audits, regulatory examinations, and control validation activities.
- Assist with remediation efforts, issue management, and control documentation.
- Maintain evidence and documentation supporting operational controls and quality reviews.
- Partner with Mortgage Servicing Operations, Default Operations, Customer Experience, Compliance, Risk, Legal, Accounting, Investor Reporting, and Technology teams.
- Coordinate activities with external vendors, boarding platforms, and servicing transfer partners.
- Present recommendations, project updates, and findings to stakeholders and management.
Qualifications
- Experience with mortgage servicing operations.
- Proficiency
About the role
The Business Systems Analyst (BSA) supports mortgage servicing operations by analyzing, implementing, and enhancing business processes, system functionality, and data integrations. This role partners with business stakeholders, technology teams, and vendors to support servicing transfers, loan boarding, data conversions, system enhancements, and regulatory compliance. Position located in Glen Allen, VA (A1: Hybrid Structured – 4 days in office, 1 day remote). At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.
Responsibilities
- Serve as an operational and technical resource for incoming and outgoing mortgage servicing transfers.
- Coordinate transfer activities with internal business partners, external servicers, vendors, and investors.
- Analyze servicing data files, data dictionaries, and loan-level information to ensure successful transfer and conversion activities.
- Develop and maintain project plans, milestone tracking, issue logs, and readiness reviews.
- Support due diligence, balancing, reconciliation, conversion validation, and post-transfer activities.
- Coordinate borrower communication requirements related to servicing transfers, including regulatory notices and welcome communications.
- Analyze loan-level servicing data and map source fields to target servicing platform requirements.
- Conduct data mapping sessions with business stakeholders and vendors.
- Evaluate proposed mapping changes and document business requirements.
- Implement approved mapping updates in test and production environments.
- Validate conversion results and troubleshoot data discrepancies.
- Maintain supporting documentation for mapping changes, testing results, and production implementations.
- Oversee daily loan boarding activities.
- Validate data integrity and reconcile loan boarding files against source documentation.
- Monitor conversion reports and investigate exceptions, rejects, and system errors.
- Support boarding of newly originated and acquired loans into the servicing platform.
- Coordinate issue resolution with vendors and technical support teams.
- Gather, analyze, document, and validate business requirements.
- Evaluate current workflows and identify opportunities to improve efficiency, controls, and automation.
- Develop business process documentation, procedures, job aids, and operational controls.
- Partner with stakeholders to implement process improvements and system enhancements.
- Support change management activities and production implementations.
- Develop test plans, test scenarios, and expected results.
- Coordinate User Acceptance Testing (UAT), System Integration Testing (SIT), and conversion testing activities.
- Facilitate issue tracking, defect resolution, and testing sign-off processes.
- Validate production results following system changes, conversions, and enhancements.
- Ensure appropriate quality control reviews are completed and documented.
- Support MSP mortgage servicing platform functionality and related ancillary applications.
- Execute mass updates and system maintenance activities using approved controls and procedures.
- Research and resolve production issues impacting servicing operations.
- Collaborate with technology teams and vendors on incident resolution and system enhancements.
- Support data requests, reporting requirements, and operational reviews.
- Ensure activities comply with regulatory requirements, investor guidelines, and internal policies.
- Support risk assessments, audits, regulatory examinations, and control validation activities.
- Assist with remediation efforts, issue management, and control documentation.
- Maintain evidence and documentation supporting operational controls and quality reviews.
- Partner with Mortgage Servicing Operations, Default Operations, Customer Experience, Compliance, Risk, Legal, Accounting, Investor Reporting, and Technology teams.
- Coordinate activities with external vendors, boarding platforms, and servicing transfer partners.
- Present recommendations, project updates, and findings to stakeholders and management.
Qualifications
- Experience with mortgage servicing operations.
- Proficiency