Role Description The Principal, Servicing Escrow Management, is a senior individual contributor role embedded within the product organization. This is not a line operations or people management role. Instead, this position is designed for a deeply experienced servicing subject matter expert who understands, in detail, how escrow functions operate and why they operate that way, and can translate that expertise into scalable product capabilities. Reporting to the Director of Servicing Product, this role partners closely with Product and Engineering to ensure that platform functionality accurately reflects real-world servicing operations, regulatory requirements, and investor expectations. Within the broader servicing product organization, this role serves as the primary domain subject matter expert and is responsible for translating escrow management expertise into clear requirements, workflows, controls, and testing input for Product and Engineering, ensuring that escrow calculations, borrower obligations, disclosures, disbursements, and regulatory requirements are accurately reflected. The Principal plays a critical role in validating that business rules, functional requirements, workflows, and edge cases are intentionally designed and not implicitly assumed. This is a fully remote position that offers a competitive salary range of $130,000 to $165,000, plus an annual bonus. You'll also receive our excellent benefits package, which includes medical coverage starting on day one and a company-matched 401(k). Compensation may vary based on experience, location, and other job-related factors. Responsibilities - Ensure product design reflects real servicing escrow operations, including regulatory (e.g., RESPA/Reg X) and investor requirements (e.g., Fannie Mae, Freddie Mac, GNMA as applicable). - Translate escrow operational processes into clear product requirements, business rules, controls, and system logic. - Ensure borrower escrow obligations and escrow activities are handled accurately across all standard and exception scenarios, with appropriate controls, traceability, and auditability. - Define and validate end-to-end (E2E) workflows across escrow domains. - Document workflows across happy paths and edge cases, ensuring intentional handling of exceptions. - Validate completeness and consistency of rules, logic, and dependencies across upstream and downstream systems. - Translate domain expertise into product requirements, business rules, and system logic. - Advise Product and Engineering on the operational implications of design and prioritization decisions. - Evaluate trade-offs across compliance, scalability, operational complexity, and speed to market. - Surface risks early, particularly related to financial controls, regulatory compliance, and investor reporting. - Partner closely with engineering teams to refine requirements, clarify logic, and support implementation. - Partner with Product and Engineering during backlog refinement and implementation planning to clarify requirements, validate business rules, and support functional decision-making. - Contribute to the development of known-answer and scenario-based test cases for escrow workflows. - Validate system behavior and outputs against expected financial, operational, and regulatory outcomes. - Support UAT execution, defect triage, regression testing, and release readiness validation. - Partner with QA and engineering to design and implement an automated test suite informed by escrow domain logic. - Own escrow administration requirements, including disbursements, analysis methodology, statement generation, shortage/surplus handling, refunds, and exception processing aligned to RESPA/Reg X expectations. - Define escrow setup requirements at boarding and transfer intake, including initial escrow configuration, baseline balances, tax/insurance lines, payment schedules, and coordination with Boarding/Transfers. - Define requirements for escrow analysis, including projection logic, recalculation rules, cushion treatment, shortage/surplus determination, repayment options, and borrower-facing statement requirements. - Define escrow-related borrower communications and disclosures, including analysis statements, change notices, and other required borrower notifications. - Establish control frameworks for escrow operations, including reconciliation, approvals, segregation of duties, disbursement validation, and audit evidence standards. - Define escrow disbursement requirements for tax, insurance, mortgage insurance, HOA/condo obligations, and claim-related activities. - Define logic for escrow advances, escrow funding impacts, delinquency scenarios, partial payments, and exception workflows. - Establish requirements for mortgage insurance administration, including premium collection, cancellation rules, borrower-requested and automatic cancellation, investor-specific requirements, disclosure handling, and coordination with amortization and LTV thresholds. - Establish logic for interest on escrow, including state-specific requirements, accrual methodologies, calculation timing, posting treatment, and borrower disclosure obligations. - Define requirements for HOA/condo fee management, including tracking of obligations, billing expectations, disbursement handling where applicable, and exception workflows for delinquent or missing payments. - Own requirements for force-placed insurance, including trigger conditions, notification timelines, premium handling, policy tracking, cancellation/refund processing, and compliance with regulatory and investor requirements. - Define workflows for loss drafts and insurance claim processing, including claim intake, funds endorsement, inspection requirements, staged disbursements, escrow holdback management, and borrower/vendor payment controls. - Establish requirements for insurance policy tracking and administration, including policy monitoring, renewal tracking, lapse detection, coverage validation, and integration with escrow analysis and disbursement workflows. - Build and sign off on known-answer test scenarios for core escrow calculations, support defect triage, regression testing, and release readiness decisions. - Partner closely with Cash Management and other domain leads to ensure consistent handling of payment application impacts, escrow funding, advances, and exception scenarios across the servicing lifecycle. - Support adjacent servicing domains as needed based on program priorities and evolving platform needs. - Partner across domains to ensure alignment of workflows, data, and operational dependencies throughout the servicing lifecycle. - Contribute to resolution of cross-domain issues, gaps, and edge cases to ensure cohesive end-to-end platform behavior. - Apply servicing expertise to broader platform design decisions beyond primary area of ownership. Qualifications - 8+ years in mortgage servicing escrow administration (AVP level of experience preferred). - Deep expertise in escrow analysis, escrow disbursements, shortage/surplus handling, borrower disclosures, and exception processing. - Strong working knowledge of regulatory and investor requirements (i.e.: RESPA/Reg X escrow requirements), as well as servicing operational best practices. - Experience with tax and insurance administration, vendor oversight, force-placed insurance, mortgage insurance, interest on escrow, HOA/condo obligations, and insurance policy tracking preferred. - Proven functional leadership across cross-functional teams, including Technology, Operations, and external partners. - Experience supporting servicing platform modernization, system implementation, product buildout, or process transformation preferred. - Demonstrated ability to translate complex escrow processes into clear business requirements, controls, workflows, and test scenarios for Product, Engineering, and QA teams. Company Description MSR Portfolio Services is an Equal Employment Opportunity employer. All aspects of consideration for employment and employment with the Company are governed on the basis of merit, competence and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law.

Role Description We are searching for a quality-driven Patient Operations Coordinator who will provide exceptional customer service. This role will act as the first contact for new Rivia Mind patients, discussing service offerings with a supportive approach, coordinating proper patient/provider matching, assisting in scheduling patient evaluations, and ensuring insurance eligibility. This role demonstrates excellence in every interaction, knowing the importance of the Patient Experience and care towards helping Rivia Mind’s mission to grow in the communities it serves. With support from the collaborative team, this individual will assist new patients interested in Rivia Mind's services. Application Window: May 14th, 2026 Anticipated Start Date: June, 2026 # of Openings: 1 Responsibilities - Maintain a customer service mindset and demeanor to ensure positive patient experiences and representation of Rivia Mind. - Answer patient phone calls, texts, and email inquiries according to department standards, ensuring professionalism and prompt responses. - Serve as the first point of contact for prospective patients, providing a welcoming and informative introduction to Rivia Mind services, and ensuring a positive initial experience that supports patient engagement and trust. - Demonstrate professionalism and patience when navigating challenging or emotionally sensitive patient interactions. - Maintain patient confidentiality and comply with HIPAA regulations in all communications and documentation. - Approach patient interactions with cultural sensitivity and an inclusive mindset, respecting diverse backgrounds and experiences. - Conduct verification of benefits and updates patient charts with current coinsurance, copay, out-of-pocket, and deductible information. - Contribute to department initiatives such as managing the provider waitlist, processing external referrals, and conducting bi-annual insurance verifications. - Schedule new intakes and inform patients of the next steps for their appointment. - Act as a liaison between patients and providers to ensure sufficient support and positive results. - Support additional department responsibilities that nurture existing patient relationships and support their mental health journey. - Contribute to growth insights and partnership visibility by ensuring accurate intake and processing of external referral information. - Respond promptly and professionally to priority referrals, demonstrating empathy and a commitment to delivering a seamless and supportive patient experience. - Maintain up-to-date knowledge on the insurance plans that the practice accepts, and use reliable resources for accurate benefit and credentialing details. - Support practice workflow as needed by scheduling patients and aiding them in completing all necessary documentation before Intake. - Support cross-team collaboration for the benefit of patient care. - Address patient concerns with empathy and clarity, while effectively communicating the value of Rivia Mind’s services. - Participate in team meetings and contribute to a collaborative, growth-oriented work environment. - Promote a friendly work culture that encourages a fun, collaborative, and co-learning environment that benefits individuals' well-being, self-improvement, and potential. Qualifications - Required Education Level: High School Diploma or equivalent - 2+ years of customer service experience - A minimum of 2 years of office administration/receptionist experience is required (filing, phone management, reports, office maintenance) - One year of medical office/healthcare operations experience preferred (referrals, intake process, medical record transfers, and preauthorization) - Experience with communicating and adhering to messaging scripts across different channels (i.e. text, email, phone) - Knowledge of insurance verification processes and explanation of benefit coverage preferred - Demonstrates flexibility in adapting to various processes as needed - Experience working in a team environment with the ability to adapt to changing priorities - Knowledge of mental health professional licenses (MD, NP, SW) - Close attention to detail with exceptional organizational skills - HIPAA Compliance Knowledge - Proficient with utilizing a diverse range of technology platforms and systems (Google Suite required, company-wide platforms/software like Monday.com and EHR/EMR platforms when applicable, CRMs - Salesforce) - Intermediate computer skills and technical aptitude required. - Well-organized and efficient approach to tasks and projects. Benefits - Medical Coverage - HDHP, PPO or PPO Buy-Up - Health Savings Account, Flexible Spending Account, and Dependent Care Account Options - Dental & Vision Insurance - Whole-Body Wellness Offerings if Enrolled in one of our three Aetna Medical Plans - Front-Loaded Paid Time Off (PTO) - Observed Holidays & Annual Office Closure - Medical & Parental Leave (in accordance with State and Federal Laws) - Bereavement Leave / Pet Bereavement Leave - Competitive Pay - 401(k) Retirement Plan and employer match - Employee Referral Program - Commuter Transit and Parking Voluntary Benefit - Professional Development Stipend after 1st Work Anniversary - Paid Professional Development Days after 1st Work Anniversary - Learning & Development Resources - Short-Term & Long-Term Disability - Group Life/AD&D Insurance - Employee Assistance Program (EAP) - Voluntary Benefits - Quarterly Wellness Activities

Role Description We are searching for a quality-driven Patient Operations Coordinator who will provide exceptional customer service. This role will act as the first contact for new Rivia Mind patients, discussing service offerings with a supportive approach, coordinating proper patient/provider matching, assisting in scheduling patient evaluations, and ensuring insurance eligibility. - Maintain a customer service mindset and demeanor to ensure positive patient experiences and representation of Rivia Mind. - Answer patient phone calls, texts, and email inquiries according to department standards, ensuring professionalism and prompt responses. - Serve as the first point of contact for prospective patients, providing a welcoming and informative introduction to Rivia Mind services. - Demonstrate professionalism and patience when navigating challenging or emotionally sensitive patient interactions. - Maintain patient confidentiality and comply with HIPAA regulations in all communications and documentation. - Approach patient interactions with cultural sensitivity and an inclusive mindset. - Conduct verification of benefits and update patient charts with current coinsurance, copay, out-of-pocket, and deductible information. - Contribute to department initiatives such as managing the provider waitlist and conducting bi-annual insurance verifications. - Schedule new intakes and inform patients of the next steps for their appointment. - Act as a liaison between patients and providers to ensure sufficient support and positive results. - Support additional department responsibilities that nurture existing patient relationships. - Respond promptly and professionally to priority referrals. - Maintain up-to-date knowledge on the insurance plans that the practice accepts. - Support practice workflow as needed by scheduling patients and aiding them in completing all necessary documentation before Intake. - Address patient concerns with empathy and clarity. - Participate in team meetings and contribute to a collaborative, growth-oriented work environment. - Promote a friendly work culture that encourages a fun, collaborative, and co-learning environment. Qualifications - Required Education Level: High School Diploma or equivalent - 2+ years of customer service experience - A minimum of 2 years of office administration/receptionist experience - One year of medical office/healthcare operations experience preferred - Experience with communicating and adhering to messaging scripts across different channels - Knowledge of insurance verification processes preferred - Demonstrates flexibility in adapting to various processes as needed - Experience working in a team environment with the ability to adapt to changing priorities - Knowledge of mental health professional licenses (MD, NP, SW) - Close attention to detail with exceptional organizational skills - HIPAA Compliance Knowledge - Proficient with utilizing a diverse range of technology platforms and systems - Intermediate computer skills and technical aptitude required. Requirements - Pay Range: $40,000 - $50,000 - Pay Type: Salary - Department: Patient Operations - Supervisor: Patient Operations Manager - Supervisees: None - Exemption Status: Non-Exempt W-2 - Work Environment: Remote - Work Schedule: Monday through Friday, 9 AM - 5 PM EST Benefits - Medical Coverage - HDHP, PPO or PPO Buy-Up - Health Savings Account, Flexible Spending Account, and Dependent Care Account Options - Dental & Vision Insurance - Front-Loaded Paid Time Off (PTO) - Observed Holidays & Annual Office Closure - Medical & Parental Leave (in accordance with State and Federal Laws) - Competitive Pay - 401(k) Retirement Plan and employer match - Professional Development Stipend after 1st Work Anniversary - Short-Term & Long-Term Disability - Employee Assistance Program (EAP)

Role Description As Loan Processor, you will support the Production team by applying your skills in the loan funding process. Responsibilities include: - Familiar with business purpose lending and documents such as entity agreements, feasibility reports, insurance declaration pages, and title work. - Provides excellent customer service and communication in a fast-paced environment while displaying the ability to multitask. - Work cohesively with Underwriters, sales partners, and external customers. - Responsible for all internal and external communication throughout the loan process and funding for each loan within your pipeline. - Orders third party vendor reports required per policies, procedures, and lending guidelines. - Reviews and analyzes all loan documents including appraisal, assets, personal and/or business financials, credit, background, escrow, purchase contract, construction/budget documents, and preliminary title reports ensuring acceptance and adherence to company policies and procedures and product guidelines in a timely manner. - Submits quality processed file to underwrite for initial review and/or clear to close decisions. Follows up on any outstanding loan conditions after initial underwriting decision. - Takes initiative with a clear business mind providing problem-solving solutions with a collaborative approach with all parties associated with the loan, before, during, and after closing. - Escalates loan exceptions to management or Credit Committee for review and final decision outside of authority or as designated in the lending guidelines. - Maintains an accurate active pipeline with knowledge of loan details. - Upon Clear to Close, prepares and delivers loan documents to escrow and/or closing agent for signing. - Reviews executed loan documents prior to submitting for Pre-Fund QC review. - Ensures prior to funding conditions have been met. - Acts as a Team Player with all internal and external customers. - Adheres to established SLA’s. - Maintains an average pipeline of 25+ loans & funds 20+ loans per month. Qualifications - Proven working experience in a loan processor role. At least 3 years’ experience in loan processing. - Knowledge of mortgage terms, compliance disclosures, and standard credit documentation. - Strong written and oral communication skills. - Must be detail oriented. - Proficiency with Encompass (preferred). - Proficient in MS Office (Word, Excel, Outlook, PowerPoint, etc.). Requirements - Bachelor's degree preferred. Benefits - Full-time. - Paid time off. - Health insurance. - Dental insurance. - Vision. - 401k plan.