Mortgage Loan Boarding Specialist (Remote)

Role: The Mortgage Loan Boarding Specialist supports the 7 Servicing mission by ensuring newly originated and transferred mortgage loans are accurately set up in the servicing system. This role plays a critical part in providing a smooth experience for our members by making sure loan information is complete, accurate, and ready for ongoing servicing.

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.


• Assists with post-boarding quality control reviews to ensure ongoing data integrity.


• Understands Home Equity Lines of Credit (HELOCs) products and supports HELOC loan boarding and validation.


• 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


• Experience boarding mortgage and/or HELOC loans into a mortgage servicing platform. Required


• Strong understanding of mortgage servicing data structures, loan boarding processes, and servicing system field relationships. Required


• Experience analyzing loan and servicing data, identifying discrepancies or exceptions, researching root causes, and following issues through resolution. Required


• Experience with ICE MSP servicing platform. Preferred


• Experience performing loan data mapping between servicing systems during loan conversions or portfolio acquisitions. Preferred


• Experience interpreting data layouts, file specifications, and mapping documentation. Preferred


• Familiarity with conventional and government loan products (FHA, VA, USDA). Preferred

Education:

• High School Diploma or GED Required


• Bachelors Degree Preferred

Other Skills Required:

• Member-focused mindset with a commitment to service excellence.


• Strong organizational and time-management skills.


• Ability to work collaboratively in a team-oriented environment.


• Strong written and verbal communication skills.