Servicing Transfer Coordinator

UWM•Pontiac, MI

About The Position

The Servicing Transfer Coordinator is responsible for managing and facilitating the transfer of mortgage servicing rights (MSRs) between mortgage companies. This position ensures that all data, documentation, and customer account information is accurately and efficiently transferred and reconciled during servicing transfers, minimizing disruption to borrowers and ensuring compliance with investor, regulatory, and company guidelines. WHAT YOU WILL BE DOING Coordinate the onboarding (inbound) and offboarding (outbound) of mortgage servicing portfolios by collaborating with prior or new servicers, internal departments, and investors. Review and validate loan-level data files, ensuring completeness and accuracy before, during, and after transfer. Ensure all servicing transfers comply with CFPB, Fannie Mae, Freddie Mac, Ginnie Mae, FHA, VA, and other regulatory or investor requirements. Serve as a liaison between internal departments (Customer Service, Escrow, Loss Mitigation, Payment Processing, etc.) and external partners to resolve transfer-related issues. Investigate and resolve transfer discrepancies including misapplied payments, escrow shortages, pending loss mitigation workouts, or missing documentation. Generate and review transfer-related reports to monitor progress, track outstanding items, and identify trends or risks. Ensure borrower notifications (hello/goodbye letters) are accurate and timely, and assist with resolving borrower inquiries post-transfer. Participate in post-transfer reviews to ensure data integrity and proper loan boarding.

Requirements

High school diploma or equivalent
2+ years of experience in mortgage servicing or loan operations, preferably in transfer coordination
Strong understanding of mortgage servicing processes and regulatory requirements
Proficient in Microsoft Office (Excel, Outlook, Word)
Excellent communication and organizational skills
Attention to detail and accuracy under pressure

Nice To Haves

Experience with servicing systems (e.g., MSP, LoanServ, Black Knight)
Familiarity with investor guidelines (Fannie, Freddie, FHA, etc.)
Experience with both bulk and flow servicing transfers

Responsibilities

Coordinate the onboarding (inbound) and offboarding (outbound) of mortgage servicing portfolios by collaborating with prior or new servicers, internal departments, and investors.
Review and validate loan-level data files, ensuring completeness and accuracy before, during, and after transfer.
Ensure all servicing transfers comply with CFPB, Fannie Mae, Freddie Mac, Ginnie Mae, FHA, VA, and other regulatory or investor requirements.
Serve as a liaison between internal departments (Customer Service, Escrow, Loss Mitigation, Payment Processing, etc.) and external partners to resolve transfer-related issues.
Investigate and resolve transfer discrepancies including misapplied payments, escrow shortages, pending loss mitigation workouts, or missing documentation.
Generate and review transfer-related reports to monitor progress, track outstanding items, and identify trends or risks.
Ensure borrower notifications (hello/goodbye letters) are accurate and timely, and assist with resolving borrower inquiries post-transfer.
Participate in post-transfer reviews to ensure data integrity and proper loan boarding.

Benefits

Paid Time Off (PTO) after just 30 days
Additional parental and maternity leave benefits after 12 months
Adoption reimbursement program
Paid volunteer hours
Paid training and career development
Medical, dental, vision and life insurance
401k with employer match
Mortgage discount and area business discounts
Free membership to our large, state-of-the-art fitness center, including exercise classes such as yoga and Zumba, various sports leagues and a full-size basketball court
Wellness area, including an in-house primary-care physician’s office, full-time massage therapist and hair salon
Gourmet cafeteria featuring homemade breakfast and lunch
Convenience store featuring healthy grab-and-go snacks
In-house Starbucks and Dunkin
Indoor/outdoor café with Wi-Fi