Mortgage Servicing Transfer Coordinator

MidFirst Bank•Oklahoma City, OK

12d

About The Position

The Mortgage Servicing Transfer Coordinator organizes, assists with, and supports daily responsibilities associated with mortgage servicing transfers and ongoing management of contracts and contract relationships from prior servicing transfers. The role helps ensure due diligence accuracy, compliance, and timely execution within a fast-moving, high-volume pipeline of mortgage asset purchases. The Coordinator works with internal and external stakeholders throughout the acquisition lifecycle, supports servicing-transfer reporting and workflows, helps ensure accurate loan-data onboarding, and drives process improvements and transaction funding activities. The role also assists with special projects as needed.

Requirements

At least 3 years of related work experience, such as project work, data processing and report generation, or deliverable collection and tracking.
Demonstrated ability to succeed in a fast-paced, goal-oriented, deadline-driven environment.
Strong critical-thinking, analytical, and decision-making skills.
Excellent verbal and written communication skills.
Strong attention to detail.
Strong ability to propose actionable solutions.
Intermediate to advanced proficiency in Microsoft Excel, including VLOOKUP/XLOOKUP, Pivot Tables, and data-set comparisons, as well as Outlook and Word.

Nice To Haves

Experience with mortgage servicing.
Project Management certification; not required.
Bachelor’s degree; preferred but not required.

Responsibilities

Coordinate the collection, organization, and review of due diligence materials for potential acquisitions.
Track milestones and deadlines associated with acquisition compliance requirements and contractual terms.
Analyze data throughout the acquisition lifecycle, reconcile received and outstanding items, and flag potential delays or risks.
Support Senior Management, Analysts, and Corporate Technology in designing, developing, and managing servicing-transfer reporting, infrastructure, and workflows.
Communicate details of upcoming servicing transfers to internal and external stakeholders, including operational impact, strategic recommendations, and resolution of open issues.
Manage internal and external stakeholder relationships, with a focus on conflict resolution, reputational harm, and regulatory impact.
Help maintain data-driven processes to ensure loan data is accurately onboarded to MidFirst’s servicing system without downstream impacts.
Drive continuous improvement in the acquisition process through data analysis and process enhancements.
Facilitate cross-functional collaboration to resolve trailing matters throughout the acquisition lifecycle with internal and external counterparties.
Drive completion of transaction funding events, including Senior Management sign-offs, compilation of legal documents, and risk management memorandums.
Assist with special projects on an ad hoc basis.