Transfer Coordinator

About the role

The Inbound Transfer Coordinator 1 plays a crucial role in facilitating the seamless transfer of loans by collaborating directly with clients and servicers. This position involves managing incoming transfers, maintaining accurate records, performing Loan Boarding administrative duties, and ensuring timely completion of tasks. The ideal candidate is client-focused, eager to learn, and thrives in a fast-paced environment with tight deadlines.

About Servbank

Founded in 1994, Servbank is a banking institution with local roots and national reach. We were built on a foundation of community-orientation, which ensures that no matter who we serve, we do so with the human touch that marks the gold standard of service. We work with individuals, businesses, and communities, so that whether you’re a student, a homeowner, a small business owner, or a community leader, we can help you fulfill your goals.

Responsibilities

• Lead client setup calls, track milestones and deliverables, and resolve issues throughout the client setup process.
• Serve as the single point of contact for bulk transfers and client setups, fostering relationships between Servbank, clients, and Prior Seller/Servicers.
• Distribute data and documentation from Prior Seller/Servicers to relevant business units within Servbank.
• Facilitate wire transfers for incoming transfers, including reconciliation and research of incorrect balances.
• Maintain relationships with clients and address their inbound transferring needs.
• Complete miscellaneous duties and assist with special projects assigned by senior management.
• Handle administrative reporting for clients and Loan Boarding.
• Support Inbound Transfer Coordinators 2 with transfers as needed.
• Manage tasks and ensure pending tasks are closed within 30 days of the effective service transfer date.

Requirements

• Proficient working knowledge of Microsoft Outlook, Word, and Excel.
• Strong knowledge of standard mortgage documents including origination, servicing, and modifications.
• Strong verbal and written communication skills.
• Strong interpersonal and organizational skills; ability to see tasks through to completion while multi-tasking.
• Flexibility in work hours allowing for extended hours when loan volume requires extra effort.
• Knowledge of mortgage servicing transfers process a plus.

Qualifications

• High School Diploma or equivalent required.
• 3+ years of work experience in the mortgage servicing and/or equivalent combination of education and experience.
• 3+ years of experience in mortgage servicing or loan administration.