New Loan Boarding Specialist

UNION HOME MORTGAGE CORP•Strongsville, OH

About The Position

The New Loan Boarding Specialist is responsible for timely boarding of new loans into the servicing software, communicating with internal partners and external customers, and fulfilling requests received by telephone and electronic communication. The role primarily supports servicing and boarding activities for real estate and other collateralized loans. It includes reviewing loan data and files, activating loans in the system, resolving discrepancies, updating loan status, and answering general servicing questions. The specialist is expected to deliver professional, efficient service, resolve problems promptly, and comply with applicable regulations, investor guidelines, and company policies and procedures. The role requires working independently as well as collaboratively with a team.

Requirements

High school diploma or equivalent work experience.
Detail-oriented and analytical, with the ability to identify and solve problems effectively.
Strong research and organizational skills.
Ability to access, input, retrieve, and interpret information using applicable computer systems with limited supervision, including Microsoft Office, Outlook, and Power BI.
Excellent customer service skills and a professional attitude.
Ability to communicate courteously and diplomatically and efficiently follow written and verbal instructions.
English reading, writing, and communication skills sufficient to perform job functions.
Flexibility and ability to build and maintain effective relationships with diverse individuals, clients, staff, and outside contacts in person, by telephone, and through electronic communication.
Ability to apply basic mathematical concepts, including addition, subtraction, multiplication, and division.
Ability to use company equipment, including telephones, copiers, fax machines, computers, and the internet.

Nice To Haves

Mortgage industry, mortgage servicing, and/or quality control experience.
Experience with MSP servicing software.

Responsibilities

Facilitate loan servicing and loan boarding activities, primarily for real estate and other collateralized loans.
Review each loan for data accuracy and completeness of investor requirements, and activate loans in the system.
Review loan files to identify discrepancies and resolve data integrity or documentation issues.
Update internal systems with loan status.
Deliver services professionally and efficiently and resolve problems promptly.
Maintain current knowledge of servicing, program, and product policies, procedures, and documentation.
Ensure compliance with relevant regulations, including RESPA and TILA, and investor guidelines.
Understand multiple aspects of mortgage loan servicing, including customer service, collection and sale of collateral, and corresponding systems.
Answer general servicing questions through various communication methods.
Work independently and collaboratively within a team environment.
Perform additional responsibilities as assigned.