• Supports the 7 Servicing mission by ensuring newly originated and transferred mortgage loans are accurately set up in the servicing system • 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 • Assists with 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

Role Description The right candidate is a substantially-seasoned mortgage servicing "Service Release SME" and "Loan Boarding SME" that can manage all aspects of the loan boarding division including: - Loan boarding - Loan de-boarding - Acquisition boarding - De-boarding - Managing the loss mitigation "in-flight" transfers both in and out of the portfolio - Leading the division in all required activities, processes, and tasks General Duties and Responsibilities: - Must be able to work on California PST scheduled hours, required - Responsible for handling and managing the servicing release of loans, sending goodbye letters, reviewing outages, and balancing each transfer - Review all requests for boarding & funding for approval, completeness & accuracy - Enter critical data and information for reporting purposes gleaned and/or translated from the Credit Approval Document, Loan Documentation Checklist, or other documents which supports governmental, regulatory, GL and management reporting - Set up all entities, including borrowers, co-borrowers, and guarantors in the mortgage servicing system - Ensure CIS records have been established prior to funding the loan for all parties to the credit - Determine causes of rejected items and process corrections - Balance work and prepare appropriate GL entries to various cost centers as required - Requires strong Excel knowledge intermediate expertise to perform regular Hlookup, Vlookup, and any other organizational boarding file prep - Append and manage large volumes of data from multiple sources via Excel or other loan boarding- / service release-related systems - Strong project management skills and organizational skills managing large volumes of servicing transfers in a short period of time - Basic SQL understanding related to servicing queries and data extractions or entry level knowledge and editing Benefits - Medical Insurance - Dental Insurance - Vision Insurance - Life & Disability Insurances